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Managing Product Sub-Items

Organize layered product relationships using sub-items within larger FF&E schedules.

Written By Julia M.

Overview

Sub-items sit under a parent product — COM fabric under a chair, artwork bundled with a console, hardware under a vanity. They're priced on their own but travel with the parent.

Nest a product

  • Drag: in Library's Traditional view, drag a row onto another to nest it.

  • From the product: open it, expand Structure, and pick a parent under Nest under another product. Choose Keep as a top-level product to un-nest it.

Structure section with Nest under another product

A parent shows a chip with its sub-item count (for example › 1) and the client total notes + Sub Items.

Sub-items on documents

  • Estimates/invoices: sub-items appear under the line with a Hide / Show toggle. When hidden, the editor notes the sub-items total is hidden from the client.

  • Reports: Spec sheets have a Sub-items toggle; Schedules have Sub-items as rows under their product.

Best practices

  • Keep nesting to one level.

  • Check totals on estimates after nesting — review the line before sending.

Related articles

  • Generating Advanced PDF Spec Packages

  • Managing Product Financials

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