51 votesunder review · 6 comments · Customer Wishlist » Opportunities · Flag idea as inappropriate… · Admin →Anonymous commented
I really like this it's important. If somehow once the job has been put into play we should be able to keep the order looking the same for further revisions but somehow allow the pickers to pick the relevant equipment without changing the pricing. Almost do a whole new list if necessary but the picking list becomes the actuals and the order almost just becomes a ghost.
We’re investigating this for future development, thanks for the votes and comments!
It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.
Let us know in the comments – your feedback is really useful.Anonymous commented
Also to be able to send a quantity amount in the alternative should be relevant tooAnonymous shared this idea ·
Projects might be a good way to handle this. With a project , you can group together opportunities and generate project quotations or project invoices, allowing you to quote or bill for multiple jobs at once.
In this case, you could have an opportunity for the ‘main’ option, and then other opportunities for the other options.
On project quotations, this would show up underneath the first quotation, and we could customize the layout to make it clear that it’s an alternative. If the alternative were not needed, just mark as dead it to avoid invoicing it.
Email us at email@example.com if you need a hand with this – happy to help!