If you are a heavy VTiger user – you are likely familiar with quotes, invoices sales & purchase orders. Within each transaction you can add/select products & services. The current VTiger functionality allows users to select either product or a service and execute a simple search. As this might be enough for a user who has very few records and is comfortable with one search criteria, however for heavy VTiger users, who live and breath quotes/invoices – they need a more sophisticated tool to lookup products.
We were asked to customize VTiger product select popup and add the following functionality:
Additional Filter by Vendor: In many cases, sales reps are looking products by vendor, and us adding the picklist with all the possible vendors – really speeds up the process. They can simply select the vendor from the list and the list will be automatically filtered.
Specify QTY and Price: As you select the product from the list – we display an extra popup for sales rep to put in QTY and adjust the current list price. This is done before the product is put on the Item Details. It’s extremely helpful if you are working with large quotes/invoices.
Keep the popup open until closed: If you need to add 10+ products to your quote/invoices – in the standard vtiger, you would select the products and it would get added to the quote/invoice, however the popup would close and you would have to go over the same process of opening the popup, searching for the record. We customized the popup to stay open until manually closed. The way it works is – sales reps clicks on the product, and the product gets added to the quote/invoice, however the popup stays open and the added product gets highlighted in the popup, so the sales rep knows it has been added. This allows sales reps to add all the products without too much hassle and it is a huge time saver.
This is just one of many VTiger customizations we did for quotes, invoices and sales/purchase orders. We’ve built over 10 VTiger extensions to enhance the process. We understand that each business has it’s own way of doing things and the out of the box solution is not always the best, so if you need any assistance with customizations – feel free to contact us.