Add ability to re-order products in the deal list
Please allow us to re-order product line items in the product list for a deal. It's annoying when I've added a long list but forgotten something and I can only add it to the end of the list. At the moment, I had to delete multiple lines to get back to the spot where I need to insert the new line, and then re-add all the ones after it, which is very annoying and time consuming. We should be able to drag and drop to re-order manually.
Comments
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HI @Mark Hazeldine !
Thank you for your feedback, I see how that could be useful if you're dealing with products that have a certain logical sequence to them. We've made sure your suggestion reaches the team for consideration.
Have a great week !
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Inês Batata said:
HI @Mark Hazeldine !
Thank you for your feedback, I see how that could be useful if you're dealing with products that have a certain logical sequence to them. We've made sure your suggestion reaches the team for consideration.
Have a great week !
In my particular workflow, I invoice clients on a monthly basis. I have one deal per month, and an activity for each job. In my monthly deal, I create one invoice using the products list, then I break down the details of each job I've done in the last month. One job needs several product lines sometimes, so depending on the client, some invoices can have 20, 30 or more product lines. If I have to go back and change something later it can be an absolute nightmare.
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Inês Batata said:
HI @Mark Hazeldine !
Thank you for your feedback, I see how that could be useful if you're dealing with products that have a certain logical sequence to them. We've made sure your suggestion reaches the team for consideration.
Have a great week !
Templated list of products and sections to show of different packages would be great too.
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Inês Batata said:
HI @Mark Hazeldine !
Thank you for your feedback, I see how that could be useful if you're dealing with products that have a certain logical sequence to them. We've made sure your suggestion reaches the team for consideration.
Have a great week !
Hi @Sam Karim !
I'd suggest using the "Variations" option to create sections, as shown here. Variations don't necessarily have to do with price, could be product colour, whatever criteria you want to use.
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I have groups of products which are often in the same quote. So, I have to add 7 products, the same 7 products, every time I make a deal. Like Mark, I also get frustrated when I have to delete 6 products and start again, just to change the order.
I would love to have a template group of products that I can add with one click, instead of adding the same 7 products. For instance, I have a template called sea freight, and it has all the regular products for shipments by sea. Then I have a template for air freight,...and so on. And, once added, I can change their order....
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Inês Batata said:
HI @Mark Hazeldine !
Thank you for your feedback, I see how that could be useful if you're dealing with products that have a certain logical sequence to them. We've made sure your suggestion reaches the team for consideration.
Have a great week !
I use variations for other things, so no, that won't work for me. I need to be able to re-order the list. I appreciate workaround suggestions, but I still think the UI needs improving here.
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