Ability to see Stocked items from Quote drop down

Posted 6 months ago by Ralph Atkinson

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Ralph Atkinson

The ability to see stocked items in the Quote drop down list.

For example - When Iadding a product to a quote, I type in "5m HDMI cable" I get a list of the 4 or 5 brands of 5m HDMI cables that are in our system. Some of those brands may be out of stock or a non-stocked item. It would be very useful to know this at quoting stage.

9 Votes


6 Comments

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Sarah Dunlevy posted about 2 months ago

This has been one the most frustrating. All our customers require a lead time at the time of quoting. We currently have to search all products individually to see what's in stock. If its a large quote, this simply takes too long. It goes hand in hand, "Can I have a price", "Do you have these in stock". 

2 Votes

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Conor Dunlevy posted about 2 months ago

I agree! Such a simple feature, how useful this would be to all people how are running diverse inventory. 

2 Votes

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Nathan Brown posted 3 months ago

100% agree.

Same as dean, it is very time consuming when a client is asking for availability.

2 Votes

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Sherryl Carr posted 3 months ago

Yes this would be fantastic.  Would also be good to see incoming stock as well. 

3 Votes

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Dean Morris posted 3 months ago

That would be such a great addition to WG. Currently when quoting, I have to search the product list to check availability. Makes for a lot of extra work when you are quoting a large number of items and the client needs to know availability. I would also make it easy to choose an alternative product at the time of quoting, due to availability, rather than changing the quote after it has been won.

2 Votes

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Cass Scott posted 4 months ago

This would be valuable - to see the SOH when a quote is being prepared.

Client is asking, as knowing if there is unavailable or limited stock at time of quoting may change estimated project completion times.

4 Votes

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