Microsoft Dynamics 365

Line Item Automation

To be added…

LineItem Automation enables users to efficiently add frequently purchased together items to the order, quote or invoice in a single step using pre-defined templates. Instead of manually adding each individual product, users can select a template that represents a set of commonly purchased items and add them all at once.

Features

Flexible Template Creation – Users can effortlessly generate templates containing both existing products and write-in products.

Inclusion of Product Bundles – Templates can also incorporate product bundles which are combination of two or more existing products.

Flexible capacity – Users have the freedom to populate templates with any number of products, catering to diverse order requirements.

Multiple template support – Users can store and manage multiple templates in our custom Automate Line Item entity.

Enhanced Order Efficiency – Line Item Automation simplifies and accelerates the ordering process for frequently bought items.

Dynamic Customization – Users can modify, update, or delete existing templates based on changing preferences.