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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.
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Rabii
Web Dev -
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. -
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.Comment
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