---
title: "Manage line items"
slug: "manage-agreement-line-items"
description: "Learn how to work with line items. Agreement line items store information about products to which you apply special prices and discounts."
updated: 2026-05-07T11:49:04Z
published: 2026-05-08T10:00:29Z
canonical: "docs.zilliant.com/manage-agreement-line-items"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage line items

Agreement line items store information about products to which you apply special prices and discounts. Line items appear on the **Line Items** tab in agreements.

Learn how to work with line items:

- [Add a line item](/v1/docs/manage-agreement-line-items#add-a-line-item)
- [Add a subline item](/v1/docs/manage-agreement-line-items#add-a-subline-item)
- [Add a product bundle](/v1/docs/manage-agreement-line-items#add-a-product-bundle)
- [Substitute a product on a line item](/v1/docs/manage-agreement-line-items#substitute-a-product-on-a-line-item)
- [Copy a line item](/v1/docs/manage-agreement-line-items#copy-a-line-item)
- [Rearrange line items](/v1/docs/manage-agreement-line-items#rearrange-line-items)
- [Make a mass update of line items](/main/docs/manage-agreement-line-items#make-a-mass-update-of-line-items)
- [Update line items with a script](/v1/docs/manage-agreement-line-items#update-line-items-with-a-script)
- [View and manage line item details in the side panel](/main/docs/manage-agreement-line-items#view-and-manage-line-item-details-in-the-side-panel)
- [Delete a line item](/v1/docs/manage-agreement-line-items#delete-a-line-item)

Additionally, your admin can:

- [Allow quantity updates for product bundle items](/main/docs/manage-agreement-line-items#allow-quantity-updates-for-product-bundle-items)
- [Control the execution of Groovy scripts linked to BDAs and BRAs during line item creation](/main/docs/manage-agreement-line-items#control-the-execution-of-groovy-scripts-linked-to-bdas-and-bras)

---

## Add a line item

You can add a line item:

- [From the product catalog](/main/docs/manage-agreement-line-items#from-the-product-catalog)
- [Through the quick add feature](/main/docs/manage-agreement-line-items#through-quick-add)
- [From an agreement](/main/docs/manage-agreement-line-items#from-an-agreement)
- [Through guided selling](/main/docs/manage-agreement-line-items#through-guided-selling)

### From the product catalog

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, above the list of line items, select **Add** > **+ Add Line Item** to open the product catalog.
3. Use one of the following ways to add products:
  - Select a checkbox next to the name of one or multiple products. Then select **Add and Close** to add products as line items and close the product catalog.
  - Select a checkbox next to the name of one or multiple products. Then select **Add** to add products as line items. The product catalog remains open.
  - Select a product to view its details. Enter the product quantity, then select **Add**.

### Through quick add

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, above the list of line items, select **Add**.
3. In the **Search by product name or ID** field, begin typing a product name or ID.
4. On the product, select **+ Add**.

### From an agreement

To copy a line item and its configurations from another agreement, follow these steps:

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, above the list of line items, select **Add** > **Copy from Other Agreements**.
3. Select one or more agreements, then select **View Line Items**.
4. Select one or more line items, then select **Add**.

### Through guided selling

[Guided selling](/main/docs/about-guided-selling-1) helps you find the right products for your agreement by asking a series of relevant questions.

To add line items using guided selling:

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, above the list of line items, select **Add** > **Add Items from Guided Selling**.
3. Select a question set and start answering questions. Your answers appear on the right side of the page. You can return to any question and change your answer. After you answer the final question, a customized product catalog appears.
4. Use one of the following ways to add products:
  - Select a checkbox next to the name of one or multiple products. Then select **Add** to add products as line items. The product catalog remains open. Select **Close** to exit the catalog or **Start Over** to add more products.
  - On a product, select **Add and Close** to add the product as a line item and exit the catalog.

---

## Add a subline item

To add a line item as a subcategory of another line item, follow these steps:

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, select a checkbox next to the position number of a line item to which you want to add a subcategory.
3. [Add a line item](/docs/manage-agreement-line-items#add-a-line-item). It will appear as a subcategory of the line item that you've selected in Step 2.

---

## Add a product bundle

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, above the list of line items, select **Add** > **Add Product Bundles**.
3. Select one or multiple product bundles, then select **Add**.

> [!WARNING]
> Note
> 
> By default, you cannot change the quantity of items added through a product bundle after the bundle is added. However, your administrator can enable quantity updates for those items.

---

## Substitute a product on a line item

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, select a checkbox next to the position number of one or multiple line items.
3. Above the list of line items, select View Product Substitutions.
4. Select products, then select **Apply Substitutions**.

---

## Copy a line item

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, select a checkbox next to the position number of one or multiple line items.
3. Above the list of line items, select Copy Line Item.

Copied line items appear at the end of the list.

---

## Rearrange line items

#### Add selected lines as subcategories of another line item

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, select a checkbox next to the position number of the line items you want to move.
3. Locate the target parent line item and right-click it.
4. In the context menu, select **Shift line item(s)** > **Shift to this line item**.

#### Display selected lines as individual line items

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, right-click a subline item.
3. In the context menu, select **Shift line item(s)** > **Shift to Agreement level**.

---

## Make a mass update of line items

> [!WARNING]
> Note
> 
> Mass update of line items automatically triggers the **After Update Sales Item** IMCScript group to ensure consistency in automation and downstream processes.

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, select a checkbox next to the position number of the line items you want to edit.
3. Above the list of line items, select Mass update on selected line items.
4. Enter the needed values, then select **Update**.

---

## Update line items with a script

If your administrator configured this function, you can run a script to automatically add products, configure them, set attributes, and perform other supported operations in an agreement. For details, read [Organize Line Item Structure](/v1/docs/organize-line-item-structure).

To update line items with a script:

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, above the list of line items, select Update line items with a script.
3. On the **Update line items with a script** dialog, select a script, then select **Next**.
4. Preview the line items structure, then select **Accept** to apply the changes.

> [!WARNING]
> Note
> 
> The system doesn't run validation checks when generating the preview. This means that when you select **Accept**, the system might still encounter a problem if there are any conflicts.

---

## View and manage line item details in the side panel

Apart from viewing all line items in a table, you can open a side panel to display detailed information about a specific line item. To open the side panel:

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, select a line item position number. The side panel appears, allowing you to view and manage line item details.

The header of the side panel shows key line item data at a glance:

- Line item name
- Quantity
- Net price
- Net value
- Total price

The side panel includes three tabs that organize line item details:

- **Overview**—Displays general information about the line item, such as title, status, product name, ship-to ID, and other key attributes. This tab also includes pricing details, such as quantity, margin, and discount, and any additional data relevant to the line item.

Additionally, you can customize the layout of the **Overview** tab. For details, read [Customize fields](/main/docs/customize-fields).
- **Price Items**—Displays all price items linked to the selected line item. You can view and edit existing data points, create new manual price items, or delete previously added manual price items. For details, read **Work with price items** in [Manage agreement pricing](/main/docs/manage-agreement-pricing#work-with-price-items).

Additionally, you can customize the layout of the table on the **Price Items** tab. For details, read [Customize columns](/main/docs/customize-columns).
- **Sales Item Text**—Displays descriptive or supporting text associated with the line item, such as notes or additional information for internal or customer-facing use.

Additionally, you can customize the visibility and editability of sales item text options. For details, read [Customize the Sales Item Text tab](/main/docs/customize-the-sales-item-text-tab).

To close the side panel, in the top right corner, select **X**.

---

## Delete a line item

1. [Open an agreement.](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
2. On the **Line Items** tab, select a checkbox next to the position number of one or multiple line items.
3. Above the list of line items, select Delete Line Item. To confirm the action, select **Yes**.

---

## Allow quantity updates for product bundle items

> [!NOTE]
> Before you begin
> 
> To allow quantity updates for product bundle item, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role).

> [!WARNING]
> Note
> 
> If you use both [agreements management](/main/docs/agreements) and [quoting](/main/docs/about-quotes) capabilities in Zilliant CPQ, this setting applies to product bundles in both agreements and quotes.

When users [add line items through a product bundle](/main/docs/manage-agreement-line-items#add-a-product-bundle), CPQ stores bundle details on those line items. By default, this prevents users and scripts from changing the quantity of bundle-added items after the bundle is created.

Use the **Allow Quantity Update for Product Bundle Items** setting to control this behavior:

- When the setting is *enabled*, users and scripts can update the quantity of line items added through a product bundle.
- When the setting is *disabled*, CPQ preserves the default behavior and prevents quantity updates for bundle-added items.

By default, the setting is disabled.

To configure the setting:

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Scroll or search to locate **Setting Boolean** and select it from the list.
4. In the **Name** column, select **Allow Quantity Update for Product Bundle Items**.
5. Set the **Setting Value Boolean** switch to **YES** to enable the setting or **NO** to disable it.
6. Select **Save**.

---

## Control the execution of Groovy scripts linked to BDAs and BRAs

> [!NOTE]
> Before you begin
> 
> To control the execution of Groovy scripts, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role).

> [!WARNING]
> Note
> 
> If you use both [agreements management](/main/docs/agreements) and [quoting](/main/docs/about-quotes) capabilities in Zilliant CPQ, this setting applies to line item creation in both agreements and quotes.

Use the **Skip execution of Groovy script links with BDA/BRA** toggle in the **Post Line Item Edition** Groovy extension point to improve performance during line item creation.

When this setting is enabled, Zilliant CPQ does not run Groovy scripts linked to [business data attributes (BDA)](/main/docs/extend-the-application-schema-through-ui) and [business relation attributes (BRA)](/main/docs/extend-the-application-schema-through-ui) value-change events when creating line items. This helps reduce repeated script execution in operations that create or duplicate multiple line items.

This setting is useful when attribute-level Groovy scripts perform resource-intensive actions, such as external API calls, large calculations, or processing many attributes at once.

The setting applies to the following actions:

- [Add a product bundle](/main/docs/manage-agreement-line-items#add-a-product-bundle)
- [Copy a line item](/main/docs/manage-agreement-line-items#copy-a-line-item)
- [Copy an agreement](/main/docs/manage-agreements-under-negotiation#copy-agreements)
- Create a new agreement version

#### To configure the setting:

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Scroll or search to locate **Groovy Script** and select it from the list.
4. In the **Name** column, select **Post Line Item Addition**.
5. Enable or disable the **Skip execution of Groovy script links with BDA/BRA** toggle.
6. Select **Save**.

> [!WARNING]
> Note
> 
> If you enable this setting, review any Groovy logic linked to BDA or BRA attributes. Instead of running multiple attribute-level scripts during line item creation, move the required logic to a Post Line Item Addition script where possible. This approach helps consolidate calculations and reduce repeated processing.

![Icon View Product Substitutions](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20View%20Product%20Substitutions.png?sv=2026-02-06&spr=https&st=2026-11-02T10%3A35%3A10Z&se=2026-11-02T11%3A35%3A10Z&sr=c&sp=r&sig=kZR%2FTJAdahmEsdwZKwykH6OTf%2FIvFkzU5AmSXIK57HE%3D)

View Product Substitutions

![Icon Copy Line Item](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Copy%20Line%20Item.png?sv=2026-02-06&spr=https&st=2026-11-02T10%3A35%3A10Z&se=2026-11-02T11%3A35%3A10Z&sr=c&sp=r&sig=kZR%2FTJAdahmEsdwZKwykH6OTf%2FIvFkzU5AmSXIK57HE%3D)

Copy Line Item

![Icon Mass update on selected line items](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Mass%20update.svg?sv=2026-02-06&spr=https&st=2026-11-02T10%3A35%3A10Z&se=2026-11-02T11%3A35%3A10Z&sr=c&sp=r&sig=kZR%2FTJAdahmEsdwZKwykH6OTf%2FIvFkzU5AmSXIK57HE%3D)

Mass update on selected line items

![Icon Update line items with a script](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Update%20line%20items%20with%20a%20script.png?sv=2026-02-06&spr=https&st=2026-11-02T10%3A35%3A10Z&se=2026-11-02T11%3A35%3A10Z&sr=c&sp=r&sig=kZR%2FTJAdahmEsdwZKwykH6OTf%2FIvFkzU5AmSXIK57HE%3D)

Update line items with a script

![icon Delete.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Delete.png?sv=2026-02-06&spr=https&st=2026-11-02T10%3A35%3A10Z&se=2026-11-02T11%3A35%3A10Z&sr=c&sp=r&sig=kZR%2FTJAdahmEsdwZKwykH6OTf%2FIvFkzU5AmSXIK57HE%3D)

Delete Line Item