Sales Pack: Ability to select/add multiple products.

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  • rabii
    Active Community Member
    • Jun 2016
    • 1250

    Sales Pack: Ability to select/add multiple products.

    We have hundreds of products and when we create an opportunity / quote / sales order (with items list) we have add a product by product on the items list and it takes a very long time to create just one quote especially when the quote consist of more than 50 products, it is very difficult for us and we would really appreciate if an option is added which will allow to select 1 or multiple products at once and just add them directly into any of the entities (opportunity items list - quote items list - sales order items list). please this is very important for us as we are struggling creating quotes / sales order and even opportunities with hundreds of product list items.
    Rabii
    Web Dev
  • esforim
    Active Community Member
    • Jan 2020
    • 2204

    #2
    Perhaps a "Group" mode should be add as an update. For example:

    Package 1
    Package VIP
    Package Basic

    These group can be edit with individual item, then selected and it will populate the data.

    Anyway hopefully your feature request goes through.

    Comment


    • rabii
      rabii commented
      Editing a comment
      hope so i mean it is difficult now to create any quote with many products just selecting product by product is very time consuming.

    • esforim
      esforim commented
      Editing a comment
      I think one work-around (I don't have the Extension) is to create a new field and call it "Category" then you can filter and quickly add mass product from there?
  • yuri
    Member
    • Mar 2014
    • 8442

    #3
    The ability to select/add multiple products at once is implemented in v1.2.0.

    Regarding adding products in pre-defined packages. You can already have it by creating a custom entity (name it like MyCompanyProductPackage to have sort of unique name). Create many-to-many relationship with products with link-multiple field on the products side. Add the field to the search (filters) layout. Then when adding multiple products, you can select a package filter. The limitations: no ability to have custom quantities; need to click show more if you have many products in a package.

    Another way would be have draft quote with predefined products and use it as a template, duplicating it.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • rabii
      Active Community Member
      • Jun 2016
      • 1250

      #4
      Hey yuri

      Thanks for adding this to the new release really appreciate it.

      Many thanks
      Last edited by rabii; 12-12-2022, 11:36 AM.
      Rabii
      Web Dev

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