Product Substitution Without Change Order | Voters

Product Substitution Without Change Order

in progress

Ryan Henley

The ability to substitute a product without having to create a change order. It will keep the same price, labor, etc.

June 19, 2023

Ryan Schmidt

marked this post as

in progress

Ryan Schmidt

Ryan Henley this feature is just around the corner! We're revamping the way Change Orders are approached, and this hits our intention right on the target. Look for this not this month, but soon.

Robi Aamodt

Ryan Schmidt: Will that work for replacing package items with non-package items as well? Currently we use packages as a way to create very quick quotes but after the opportunity is won we have to create a massive CO to essentially break up the packages into individual items with the same price, labor, etc. using the "copy" feature. Will this new feature be able to replace that method?

Ryan Schmidt

Robi Aamodt: Hey Robi. This will not impact that as it's a separate use-case, but I'll try to fit that feature in with this at the same time. You bring up a great point for users at any stage (in my opinion) to be able to break up a package at-will.

Robi Aamodt

Ryan Schmidt: Yes I've been asking for that for a while, I'm glad they added Convert to Accessory a bit ago but they need a Convert to Items option for packages as well.

Steve Rea

That's an internal change order, no?