Accessories are products that make your main product more useful and versatile. For example, a mount for a TV.

This article explains the options to add accessories after a product is added to the quote. Accessories can also be bundled with products in the Catalog and classified as “Required”, “Recommended”, or “Optional”. This way, you are prompted to choose the accessories, or they are automatically added when you add the product to the quote.

Check out this article if you want to make all or some accessories available from the Catalog.

You may want to add accessories to a product if you don't plan to make them available from the Catalog.

To add accessories in the quote view, you have two options:

Both these options will open a modal to add accessories. Search just like you would in the quote.

Note that all accessories, whether from the Catalog or added in the quote view, are seen as collapsed items under the parent item.

You may have added an item multiple times in the quote with the same accessory. If you want to swap the accessory, click the 3-dot menu of the accessory and click "Find and Replace".

In the Find and Replace modal, select the locations, select the required item, and click "Replace".

If you want to replace accessories that came from the Catalog or ones you previously added in the quote view, select “Replace current accessories” in the Add accessories modal. This will replace even the ‘Required’ accessories that came from the Catalog.

This is helpful when using different accessories based on customer preference.

If you want to remove accessories, click the 3-dot menu of the accessory and click "Delete"

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