Grouping Activities on the Quote or Order in Yoplanning.pro

Introduction

This feature is a practical and flexible tool to improve the presentation of your quotes and orders. It allows you to group different activities under a common title, thus offering better readability for the end customer. A concrete example of use would be the creation of a pack or package for events such as bachelor or bachelorette parties.

Use

To get started, here are the steps to follow to group activities on your quote or order:

1. In the left menu, click "Order" to view the list of orders.

2. Search or select the command you are interested in.

3. Click "View" to view order details.

4. Once your order is displayed, click on "Item List" located at the top of the page.

5. Then select the different lines that you want to group by checking the box to the left of each line.

6. A “Group” button appears. Click on it to group the selected rows into one.

7. Give a title to this group of lines then click on “Validate”.

That's all! You now have a clearly defined group of activities in your quote or order.

Tips for Use and Best Practices

• Make sure the activities you group together are related or have a common theme to avoid confusion for the client.

• You can ungroup lines at any time by clicking on the "Ungroup" button.

Common Problems and Their Solutions

1. Problem: Rows do not group together. Solution: Make sure you have checked the box to the left of each row you want to group before clicking the "Group" button.

2. Problem: The "Group" button does not appear. Solution: This can happen if you have not selected any rows. Make sure to check the box next to each row you want to group.

Note that each line retains its own existence, even after being grouped. For users who use the invoicing module, all lines are automatically ungrouped to allow possible accounting breakdowns and comply with French accounting legislation.

We hope this guide has helped you better understand and effectively use the 'Group Activities on Quote or Order' functionality. If you have any additional questions, please feel free to contact us for further assistance.