Select and add multiple products at a time when adding via Product Catalogue
under review
P
Persian blue Cricket
To speed things up, whilst building a sales order, it would be great to be able to select multiple items from a Product Catalogue sub menu, rather than needing to select 1, exit then go through all the pull down menus to re-enter the category. Example: catalogue of plywood, enabled to select 3 different thickness's whilst the menu is open, rather than just 1.
Paul Lutkajtis
Merged in a post:
Ability to select multiple Line Items in once instance
C
Cathy Sparkes
When creating a SO or PO > select Add Product > Product Catalogue > ability to select multiple Products as separate Line Items to include on an Order
P
Persian blue Cricket
Love the concept - definitely speed up the time required to build a sales order
Paul Lutkajtis
Hi All,
A quick concept for this that we'd love to get feedback on.
- When viewing the Product Catalogue on a Job or Purchase, we would allow each user to toggle on/off if they want to use the 'Cart experience'.
- If you have it toggled ON, when you add product selections, you would remain inside the Product Catalogue and products would be added to your 'Cart'
- Clicking the 'Cart' button would display all your current selections where you can adjust quantities and/or remove the items before adding them to your order, as well as see a summary of the number / total value of line items you're about to add.
- Clicking 'Add' or 'Done' would add all selected items to the order in one go
- We have a similar experience when creating new kits via the Product Catalogue that we'd also 'update' with whatever new approach we apply here too.
Any thoughts or feedback are welcome!
D
Dandelion Badger
Paul Lutkajtis this is great but it would be excellent to also reorder the products within the kit. Currently their order is fixed based on the order they were added during the creation of the product kit. It would be great to have relevant items sitting by one another.
Paul Lutkajtis
Paul Lutkajtis
Merged in a post:
Add Multiple Products in one Go to a Quote / Purchase Order
L
Lotus pink Dormouse
Hi Team,
It would be incredibly helpful if the Product Catalogue allowed users to select multiple items at once when creating a Quote. Currently, having to go in and out of the catalogue to add each item individually slows down the quoting process. A multi-select option would greatly improve efficiency and user experience.
Thanks!
Paul Lutkajtis
under review
Paul Lutkajtis
Merged in a post:
Multiple Selection from Product Catalogue
S
Special Penguin
Being able to select multiple products at one time from the product catalogue to cut down back and forth when adding to sales orders from this section