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
We need this one too.
We often have situations where we have plenty of suitable options available but have over bookeded one peice of gear.
Also, when the job reaches the warehouse the department heads may swap out gear to simplify things or as part of forward planning/maintenence.
It would be perfect to have an option to the right of the item which says "substitute item" (for me I would like it to then show picker) and I select an appropriate substitute and the pricing does not change.
The price would need to stay locked for accessories of the substituted item
We don’t have any update to share just yet, but we’ve not forgotten about this. Thank you to everyone for taking the time to chime in here.
Hearing the kinds of ways that you’d like to customize the dashboard is really helpful. Please keep letting us know in the comments. We always review the comments when looking to start work on an idea.
We recently added last month’s order value to the dashboard so you can see how you’re doing compared to last month.
It’s also worth remembering that you can turn off the sales pipeline, along with other order values, by setting “Can see order values” to NO against a particular role. Check out: Restrict access to parts of the system using roles
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.