In the above video, I will guide you through the process of adding add-on-only products and how to tie them to other products. We will start by adding a new product, and setting it as an add-on only product. I will explain how this feature works and when to use it. Then, we will learn how to tie the product to another product so that it automatically comes up with every quote or order. Finally, I will show you how the add-on product appears on quotes and orders.
Step 1: Add the Add-On Only Product
Navigate to Product Creation: Head to the Product -> List section and click the "Add Product" to start adding a new product.
Enter Product Details: For example, if you have a 'Foldable Chair' and you want to add a matching 'Foldable Chair Cushion', name your new product accordingly. Fill out the rest of the details such us Brand, Category, etc.
Mark as Add-On Only: Select the "Add-on only" checkbox .By selecting this, you ensure the product won’t be rented out separately but only as an addition to another product.
Hide-on Print Option: Select the "Hide on print" checkbox if you want the add-on to be visible only for your logistical team and not the client.
Input Additional Product Details: For instance, specify how many cushions you have in stock and their rental price.
Save & Preview: Finalize your product details and view your newly created product.
Step 2: Link the Add-On Product to the Main Product
Search for the Main Product: In this case, search for 'Foldable Chair'.
Edit Main Product: Click on 'edit' next to your main product.
Include Add-Ons: Scroll down and select 'Include Add-ons'. Here, you can either tie sales products or rental products. We're tying a rental product, so check 'rental'.
Specify Add-On: Enter the exact name of the add-on product and select it from the dropdown.
Choose Variant (Optional): If your add-on has variants (e.g., different colors), you can select the one that matches your main product.
Define Add-On Behavior: Choose if the add-on is mandatory ('required') or optional. Also, specify the quantity relation – whether it's a 1:1 ratio or a singular addition regardless of the main product quantity.
Adjust Pricing: You can either inherit the price from the main product or specify a different price for when the add-on is rented with the main product.
Save: Update the product details to save your changes.
Step 3: View in Quotes & Orders
Navigate to Quotes: Click on 'Create Transaction' and select your desired rental dates.
Search & Select Product: Input 'Foldable' in the search, and select 'Foldable Chair'. Since our cushion is an add-on-only product, it won’t appear separately.
View Tied Add-On: Once you've selected the main product, the tied add-on product (in our case, the cushion) will automatically get added to the quote based on the specified quantity and behavior settings.
This process ensures a streamlined addition of complementary or required products, ensuring a comprehensive rental experience. Should you have any further questions about product add-ons in Rentopian, don't hesitate to reach out!