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Add a Custom Product

Custom Products are great for custom upholstery or custom window treatments, for example.

To add a Custom Product, click "Custom" in the upper right-hand corner.

Enter in your Custom Product information into the box that pops up.

Info & Pricing

Basic Info

  • Custom Product Name - What would you like to name the overall product? For example, Custom Drapery.

  • Description - Describe what this product includes. To continue with the example above, includes drapery hardware, drapery fabric, install, and labor.

Pricing

  • Qty - How many of the custom products are they getting?

  • Price - What is the base price for this custom product?

  • Currency - select your currency.

  • Base tax rate - what is the tax rate that needs to be applied to this custom product?

Shipping

  • Shipping Amount - How much is the shipping cost?

  • Shipping is taxable? - Leave the box checked if shipping is taxable, or uncheck it if not!

Specs

  • Product Code - What is the product SKU or item number?

  • Vendor - Select the vendor for this custom product.

  • Category - Select a Category from the dropdown menu.

  • Subcategory - Select a Subcategory from the dropdown menu after having selected a Category. You can select a Subcategory you've already created for the selected category or create a new one.

    To create a new subcategory, click the dropdown menu then start typing in the empty field. Click "Create ..."

Images

Upload any feature image and additional images you'd like the client to see for this product. For example, a rendering of the custom drapery.

Sub-Items

Add the pieces that make up the Custom Product from within Sub-Items. You can add existing products and services from your Studio for this custom product. For example, drapery hardware, drapery fabric, install, and labor.

When clicking the "Products" or "Services" button within the Sub-items tab, it'll work just the same as adding Products or Services as mentioned above.

Notes

  • Shared notes with clients - add a note to this custom product for your client to view.

  • Private notes - add notes that only the team can see

When you're done adding all the information you'd like for the Custom Product, click "Done."

**Note** Be sure to check the currencies of the Sub-items within your Custom Products! If you're a designer who works in multiple currencies, it will still add the amount of the Sub-items together at the top as one total. For example, your USD sub-item amount will add with your CAD sub-item amount.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!


Creating “Grouped” products

You can group individual items ( products and services) into one grouped product. Grouped products are perfect for selling custom products such as furniture, drapery, or cabinetry. Individual items in a grouped product can be marked up, discounted and taxed. Clients can approve the individual components of the grouped product or the product as a whole.

How to create a grouped product? 

  1. Click “ create group” in the top action bar 

  2. A new product is added to your proposal 

  3. Edit the name of your grouped product 

  4. Upload a feature image

  5. Select a product category

  6. Add tax if applicable

  7. Add a quantity. The total will not update until you add items to the group. 

  8. Add items to a grouped product From within your grouped product click “add items”  or “add existing items” “Add existing items” are products or services already added to your proposal. “Add items” open your “item window” to choose products from your catalog or services. 

  9. Select items to add to the grouped item. 

  10. The total price of the custom group will be the sum of the individual items 

How are quantities calculated on grouped products?
If you have a "grouped product" with a quantity greater than 1, the items in the grouped product ( products or services) will be multiplied by the quantity of the group. 

For example:
You have a grouped product called "dining room window treatments". You have two windows exactly the same. The grouped product has a quantity of two.
The items in the group (the rod, finials, fabric and workroom labor) are multiplied by two. 

When adding labor to grouped products, ensure the labour is calculated per product ie. per window treatment. If you only have a total price, then simply divide the total service cost by the number of windows you're ordering.

Example Pricing Sheet with Grouped Products


Example Order with Grouped Products


Should I assign a vendor to my grouped product?

You should assign a vendor to your grouped product if the grouped product if the vendor will be ordering all the products ( even if they come from different vendors) 

 Example: You’re ordering custom drapery from your workroom and they are ordering the fabric, hardware and providing the labor.  Assigning a vendor to the grouped product allows you to create one order for all the items in the grouped product.


How to Order Grouped Products from one Vendor

If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.

Happy designing!






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