Open Forum

Expand all | Collapse all

Suggested Items when selling

  • 1.  Suggested Items when selling

    Posted 12 days ago
    We are starting to use the "suggested items" feature when quoting certain inventory items.

    If we copy an item to a new item, the suggested items does not carry over to the new item.  Is there a set up or some way to have these items carry over to the new item?  We have lines of product that we may use the copy feature to set up new items so that all the basics are the same.


    ------------------------------
    Debbie Janssen
    Accounting (AR and AP) and GP Maint
    Sure Controls Inc.
    Greenville WI
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Suggested Items when selling

    TOP CONTRIBUTOR
    Posted 11 days ago
    Hi @Debbie Janssen,

    I don't know of any out of the box functionality that would do what you're asking (but I'd love to hear if there is!).

    I did something similar for a customer many years ago for some values that didn't copy over from another area of GP.  It wasn't particularly pretty, but it got the job done.  You could try something similar with the inventory card.  High level it could be something like....
    1.) On the inventory card, Use one of the user defined categories to denote the grouping logic (i.e. you say lines of product so that may be your key).
    2.) Copy the new item (the user defined category does follow on the copy).
    3.) Use GP Power Tools to create a trigger that updated the the suggested items based on that category value.

    It may take some doing to get the scripting right on the trigger, but once we got it worked out for the customer (in project accounting), it worked really nicely.

    Does that make sense?  If you have questions, just let me know.

    Thanks,

    Samantha

    ------------------------------
    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role