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.
A common scenario for us is swaps for radio mics. For example, a job has been quoted for a Sennheiser 300 G3 handheld kit. We don't have any 300 series receivers left on the shelf, but we do have some 500 series receivers available, so it's a simple swap out of the 300 receiver for the 500 receiver, the rest of the kit remains the same. The problem at the moment is that as the receiver is a mandatory part of the kit, it cannot be removed from the job, so what do you do? Check it out and straight back in again? Or leave it as unallocated? If you add the 500 receiver as an addition line item it then gets messy when it comes to invoicing, as it doesn't match the quote, do I then have to go though and manually delete the swaps from the invoice?
I would argue that quarantined products shouldn't show up in the picker at all! If an item is quarantined it's either waiting repair or is missing from a return, therefore isn't available for hire and should show up as a shortage
We released automatic costing in early November, so now it’s full steam ahead on our purchasing update.
Purchasing involves a lot of development work, so thanks for your patience while we work on it. We’ll post back with updates when we have more to share.
I would argue that you would need to track which specific cable is on what job. We can't wait for Current to bring out their PAT module, and hopefully this will then link with opportunities so that a list of PAT certificates can be generated for each job. We're being asked more and more these days by venues for PAT Certs, so it would be great to be able to generate them automatically. I'd say that scanning a bulk code 10 times takes the same amount of time as scanning 10 cable codes. At least then when one goes missing you don't spend ages looking for it when it comes to re-PAT test.
Can I vote not to add this? We currently use the picker method to add the same product to different sections of a quote. If the picker simply increase the number already on the quote it would cause havoc with this. It's pretty easy to add more item quantity to an existing line, just change the number in the quantity box.
Building on the quarantine functionality in Current to add additional options for testing and maintenance is something that we’re committed to adding to Current RMS in future. Please do keep the votes and comments coming!
Remember you can use custom fields to store testing information against your stock levels in Current and even pull through this information to opportunity documents. We’ve put together a guide that runs through how this works, check out: Record PAT or other equipment test results
Email us at firstname.lastname@example.org if you need a hand setting up your custom fields — we’re happy to help :)
I would echo Jamie's comment. We're just about to start barcoding all of our kit using Current's barcode labels. Seems daft to then have to implement an external system to keep track of our PAT records