Substitution/General Support Question

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5 comments

  • Nick Hiuser

    Our workflow has Warehouse staff Review and edit Quotes prior to Pull Sheets being created to factor in Availability and any Show to Show Transfers that would be required. We have a structure to this so that the staff start with the small budget shows and work their way up. This way there is no need to do any substitutions in the prep stage.

     

    We asked for the ability to have some Either Inventory Lines or Service notes be able to default populate on Quotes and the response was to do either a Feature Request or take their "Project Management Training"

     

    Most bug related things I request are usually met with a "We are working on it" (paraphrased, of course) and rarely have any timeline attached as to when there could be a solution

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  • Al Manji

    Thanks Nick - yes we review and edit quotes prior to going to the PS.  This bug is happening when we're resolving for shortages in the quote stage.  Nothing like that on your instance?

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  • Nick Hiuser

    Ahh, Sorry I misunderstood your post. 

    We currently aren't using "Substitute" at the quote level. We Have been just adding new lines to the quotes.

    For us and our customers this currently works best as we can keep the initial line on the Quote and Warehouse mute it, then Line Mute and Total Mute the substituted piece. For us, since we are both renting the gear and providing the Technicians this has been the easiest way to manage this as most of our substitutions are for and equal piece of gear and it doesn't necessarily always matter to the client that we changed something as the end result is always the same.

     

    We will likely be implementing the Substitute at quote level to make reviewing more user friendly but we haven't got there yet.

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  • Al Manji

    Same situation here, instead of a couple of mouse clicks though, substituting (used) to work well.  now it's more or less the same as adding another item, LM/WM etc.

     

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  • Aaron Horn

    For those following along, #1 is being acknowledged as a bug now.  If you want to submit your own support ticket to help prioritize the fix, you can mention mine which is 98297 for quick association.

    Aaron Horn
    Consultant (endorsed by Flex)
    aaronjhorn@gmail.com

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