How to split a quote into tranches and lots

Tranches and lots, in two words

A tranche is a part of the project the customer can commit to separately: the firm tranche they sign now, an optional tranche they may add later — "open-plan floor", "phase 2", "car park".
A lot is a trade or a work package inside a tranche: "Lot 01 — Structural work", "Lot 02 — Finishing", "Lot 03 — Ceilings".

Both are optional and independent. A quote can have lots without tranches, tranches without lots, both, or neither — in which case nothing changes from the plain list you know.

Step 1 — Give each line a tranche and a lot

Open the opportunity and go to its Products card. When you add a product, the form now has two more fields next to quantity and discount:

Tranche — for example "Firm tranche";
Lot — for example "Lot 01 — Structural work".

Type them once; the next time, they are suggested as you type, so the same name is never spelled two ways. Leave a field empty when it does not apply.

Every line already on the deal shows the same two fields at its right end. Change a tranche or a lot there and the line moves at once.

Step 2 — Arrange the lines

The card groups the lines as the documents will: each tranche on a dark heading with its total, each lot beneath it with its own total, and the lines inside.

Drag a line by its handle (⠿) into another lot to move it there — it takes that lot and that tranche.
Or use the ↑ ↓ arrows: a line that crosses into the neighbouring lot takes its lot and tranche.
Tranches come in the order their first line appears, and lots in the order they appear within their tranche: move the first line of a tranche to reorder the tranches.

The deal amount is still the sum of all lines, so the pipeline and the forecast stay right.

Step 3 — Create the quote

Create Quote copies the lines with their tranches and lots. On the quote page, and in its PDF:

each tranche starts with its title, and ends with Subtotal Firm tranche: €70,900;
each lot has its title, its lines and Lot 02 — Finishing subtotal: €20,400;
after the lines, a recap by tranche and lot sums everything up before the totals.

A quote split into a firm and an optional tranche, with its recap

Headings never end a page on their own: a tranche or lot title that would land at the very bottom moves to the next page with its first lines. The three document styles — classic, modern and minimal — all print tranches, lots and the recap.

Step 4 — The order, the invoices and the progress invoices keep them

Tranches and lots follow the document chain without anything to redo:

the order made from the accepted quote shows the same headings, subtotals and recap, on screen and in the order confirmation PDF;
the invoice of the order keeps them;
progress invoices show the progress statement tranche by tranche and lot by lot — and the headings give what this situation bills for each part;
credit notes keep the tranche and lot of every line they credit.

On a building site, that means the monthly progress invoice reads exactly like the contract the customer signed.

A few good habits

Number your lots ("Lot 01 — …", "Lot 02 — …") so they read in order, as in a tender.
Name the optional tranches after what they bring ("Optional tranche — open-plan floor") rather than "Option 1": the customer decides faster.
Keep one deal per project. If the customer takes the optional tranche later, its lines are already there: remove those they turned down before creating the final quote.
No tranches? Use lots alone. A recap by lot appears as soon as there are two lots.

In short

Set a tranche and a lot on each product line of the deal.
Drag lines or use the arrows to arrange them; totals per tranche and lot on the deal.
Quotes, orders, invoices, progress invoices and credit notes show headings, subtotals and a recap — on screen and in PDF.