Planned transfers between opportunities would be a great addition to Current. Your comments here are fantastic and really help us understand why you’d like to see this added to Current and how it could work – thanks!
Across all of our customer channels, building a purchasing module is the most popular feature request so we prioritized this. Now we’ve got the first phase of purchasing released in beta, planned transfers is next up from the wishlist.
Sorry to keep everyone waiting for so long – we’ve not forgotten that so many of you find this important. We’ll be back as soon as we’ve got more information to share.
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.
157 votesRob shared this idea ·
Work on purchasing is going really well and we’ve launched a beta program that gives you the ability to create and manage purchase orders in Current RMS today.
“Beta” means that we’re actively working on new features and we’ll be enhancing it over the coming months. Rest assured – it’s been through the same rigorous testing as all of our other features, so it’s stable and ready to rely on.
When you join our beta program, you’ll have access to some key purchasing functionality ahead of general release. In exchange, we’d like to hear your thoughts on how it works and what we’re planning in future.
Ready to join the purchasing beta program? Get stated with our guide: Purchasing beta
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.