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  1. We would like a ‘recalculate’ type button that updates ALL product information on existing orders

    We would like a “recalculate all” style button that essentially recalculates/re embeds all the latest product information with all the updated component/accessories/weights/prices at that point in time for an existing quote/order.

    Background: We are currently adding on all components and accessories onto existing products already on the system.

    However if a quote/order has been created prior to the component/accessory being added on, then it does not include them/allow them to be scanned onto the system when preparing/booking out without physically being reentered onto the quote/order....

    We think it would also be useful when cloning a previous opportunity (say a repeat…

    61 votes
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      16 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

      Great news – we’re looking to enhance the recalculate function so that it will grab the latest product prices and costs 💰

      We’re asked about rate and cost recalculation a lot in customer conversations, so we’re prioritizing this. We investigated refreshing accessory configuration and it’s a much larger task that would tie up our dev team – we’re putting this on hold for the moment.

      We’ll keep this idea open and carry on monitoring the number of votes and your comments. If it continues to pick up votes, we’ll look to take up refreshing accessory configuration too. Thanks, as always, for your feedback!

    • Auto Costing Avoid 0 values

      Auto costing may be useful by some but I am sure many people struggle to see the point of having 0 values in the cost section. Please can any items with 0 values not be imported into the cost section? Looks really messy when sending to accounts/clients. thanks

      12 votes
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        0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
      • Cost Group Deals

        Cost Group Deals

        Auto costing is great but unfortunately we don't have the time to make it work for us. This is because we sub hire a lot of kit which produces a lot of cost line items with provisional costs.

        Once i have a quote through from a supplier i don't want to go through hundreds of items adding in the actual costs of each specific piece of kit. It is useful to have the provisional cost giving us a quick rough idea of cost but our suppliers often do us a deal. If i add a manual cost…

        15 votes
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          2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
        • Being able to set a priority number for products, so that they fall in a certain order when added to an opportunity group

          When you add a bunch of items that comprise a system, sometimes you want the hardware to fall in a certain order, to reflect a complete system.
          Being able to set priority numbers for products, so that when selected from the picker, they are added to the opportunity in a certain order, rather than just alphabetical.

          Eg. If I build an audio system, perhaps I want the control hardware, following by the input devices, amplifiers, then the loudspeakers.

          5 votes
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            3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
          • Creating a new opportunity charging start date sets following dates automaticly.

            When creating a new opportunity and chosing charging start date. The delivery date, pickup date, charge end date fills with the start date.

            Very time consuming to manually enter delivery, pickup, end date to the same date months ahead.

            11 votes
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              2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
            • Add Profit Margin Directly on the Opportunity Page next to Costs

              Now that the Revenue & Cost summary has been created, it would be AMAZING to see the Profit Margin % right on the Opportunity page.

              10 votes
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                0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
              • Group booking Items are marked as Alocated/prepped if items within the group are.

                For example;

                I have a none-stock package with two items in it. This is to group a part one and two of an item.

                I scan the two items to allocate them, however the package still shows reserved. It would be great if this could show "Part-allocated"/"part-prepared" then once all items have been scanned, it then states "Allocated" or Prepared. Same for booking out.

                It means we can see what's actually been scanned at a glance on order view and makes it easier to scan out all the items instead of then having to manually scan out the header item.…

                7 votes
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                  1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                • REPLACE a product inside an opportunity

                  Currently on a item you can

                  -Add
                  -Edit
                  -Delete
                  -Show picker

                  If you could select replace and it displayed the picker to choose what to replace with. On selecting it would remove the item previously there and replace the item or items in the same location on in the oppertunity

                  4 votes
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                    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add a role setting to restrict viewing by stage (quote, order, etc.)

                    It would be nice to have a setting to restrict what opportunities a role can see based on the current stage.

                    For example:
                    Warehouse user to be able to view only opportunities are have been converted to "order" without needing to add them to the opportunity every time the quote is converted to order.

                    Warehouse has no need to see inquiries, drafts, or quotes.

                    1 vote
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                      0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                    • Include product link in the picker

                      In the picker, the product should have the link so if you are unsure of an item, you could right click and open in the tab/window to check you are booking what you actually want.

                      1 vote
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                        0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                      • Enlarge product picture in picker

                        Would be good if the product picture enlarges in the picker when you hover the mouse over the item so you can see it better.

                        1 vote
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                          0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                        • Remove the delete button on items that have been booked out.

                          Once the item has been booked out remove the delete button so that the only way the item can be reallocated into stock would be if it was checked in.

                          2 votes
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                            0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                          • remove opportunity from calendar

                            I would like to remove certain opportunities from the calendar. For example as an events company, we have a lot of stock out on a long term hire and everytime we look at the calendar that's all we can see, which makes it time consuming to look for jobs that are for that day. I would also like to be able to alter the calendar in calendar view rather than going into services view to change timings etc.

                            3 votes
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                              0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                            • Updatechargeable days

                              The Chargeable Days doesn't change when you go back to edit the Charging Start/End Dates. Could it be updated, so the days charged updates when you change the end date?

                              3 votes
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                                0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                              • Edit Oppotunity Item 'Update and Next' Button

                                Can an additional button be included on the 'Editing Opportunity Items' page which updates the current item then moves to editing of the next item in the opportunity - similar to 'Create and Add Another' when adding an opportunity item, but for when editing.

                                3 votes
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                                  0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add a "Same as Charging Start Date and Same As Charging End Date" Button to Add Quote/Order

                                  A button that copies the Charging Start Date to the Delivery Date and another button that copies the Charging End Date to the Collection Date.

                                  1 vote
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                                    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • REPLACE a product inside an opertunity

                                    Currently on a item you can

                                    -Add
                                    -Edit
                                    -Delete
                                    -Show picker

                                    If you could select replace and it displayed the picker to choose what to replace with. On selevting it would remove the item previously there and replae the item or items in the same location on in the oppertunity

                                    1 vote
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                                      0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Thumbnail in opportunity item list

                                      Show thumbnail photos of products on the quoting page. At the moment you need to click on each item individually to see the product photo

                                      0 votes
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                                        0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                      • More user-friendly opportunity contacting

                                        Here I have a big list of opportunities and I have to toggle between two different Current pages to contact them. How about making a pop-up where I can email the contact from, above the opportunity page?

                                        You can further test out what I'm saying by doing the following: make a bunch of templates (like 30-40), and set to "opportunity" as module. (I'd set to contact and opportunity, but you can't do both. Maybe we should be able to do more than one or none.)

                                        Then make a bunch of opportunities with orgs and contacts attached.

                                        Then see how tricky…

                                        1 vote
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                                          0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Disallow Addition Of Text Items For Certain Users

                                          Disallowing certain users' access to adding in text items.

                                          1 vote
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                                            0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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