Thanks for the votes and comments! We’re investigating this one for future development.
16 votesRob commented
If i'm understanding you correctly the 1st part can be achieved already. Just create an opportunity with the group layout you would like and ask everyone to clone that opportunity rather than create a new one.
Hopefully the cost section will be overhauled when the new purchasing module is released and these sorts of things will be possible.
88 votesRob shared this idea ·
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.
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.Rob commented
This one is a bit of a deal breaker for my company to move over to Current. The guys quoting on jobs don't concern themselves with availability and just quote on a system that will work best for the client. It's then the job of operations to juggle with availability, hire in for shortages and swap out like for like systems.
A solution to this would be to change the functionality of 'lock price' so it keeps the totals locked but allows you to edit the item list in whatever way you like.
Either that or the solution suggested by others where alternative products can be swapped in at the same cost.
Presently this is the only issue holding me back from fully pushing the idea of switching over to Current.