Product line blocks allow you to display recorded products clearly within documents created in Tribe. They are useful when you want to include product details from activities such as sales opportunities in quotations, invoices, or work orders. You might use a product line block to present products, prices, and totals in a structured way that matches your document needs. By following this guide, you will learn what a product line block does, how to add it, and how to manage its settings.
Table Of Contents
What Does A Product Line Block Do?
How Do I Add A Product Line Block?
What Settings Are Available For A Product Line Block?
How Do Default Product Line Settings Work?
Quick Summary
What Does A Product Line Block Do?
A product line block shows products that are recorded within standard Tribe activities, such as sales opportunities. This makes it possible to include those products automatically in documents like quotations, invoices, and work orders. On standard Tribe templates, the product line block is already included by default. Additionally, product lines can be included in invoices by creating them from activities, sales opportunities, or projects. This workflow ensures that product lines are carried over to the invoice while allowing you to control when and how invoicing occurs.
How Do I Add A Product Line Block?
Open the relevant Template.
Click the + icon in the template layout.
Select Product Lines from the Common Blocks section.
The product line block is added to the template and displays the related products when the document is generated.
What Settings Are Available For A Product Line Block?
When you select the product line block, its settings appear on the right-hand side.
You can configure the following options:
Split Product Groups: Group products by product group instead of listing them all together.
Hide Subtotals: Remove subtotals shown per product group.
Hide Totals: Remove the total calculation at the bottom of the product lines.
Hide Piece Prices: Show only line totals instead of individual prices.
Hide VAT Per Line: Hide VAT percentages per product line while keeping total VAT calculations visible.
Totals Excl. VAT Only: Hide totals including VAT and show only totals excluding VAT.
Hide All Prices: Hide all pricing information, for example when using a work order.
Display Item Numbers: Show item numbers that are stored on products.
Hide Numbers: Hide the quantity of products.
Display Unit: Show the unit of the product, such as pieces or kilograms.
How Do Default Product Line Settings Work?
You can define default settings for product line blocks in Configuration. These settings apply automatically whenever a new product line block is added. If the Product Line Block does not display any products, verify the global configuration settings in the Tribe application to ensure they align with your use case.
Navigate to Configuration.
Open Institutions.
Scroll to Template Settings For Product Rules.
Configure the product line block settings.
The settings are saved automatically. Additionally, use the template’s preview option to ensure there is at least one activity with products to populate the preview.
Additionally, you can override the default settings for an individual product line block by enabling Override Settings on the block and adjusting the options as needed.
Troubleshooting Common Issues
Issue: Product lines do not appear in the invoice.
Solution: Ensure the invoice is created from the relevant context (activity, sales opportunity, or project).
Issue: The Product Line Block in the template is empty.
Solution: Verify global and template-level settings, and use real data for previewing.
Quick Summary
Product line blocks display products from Tribe activities directly in documents. You can add them to templates and control how product details, prices, and totals are shown. Default settings in Configuration help keep product line blocks consistent across all templates. Furthermore, product lines can be included in invoices by creating them from activities, sales opportunities, or projects, ensuring accurate and professional documentation.