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  Public Ticket #3802222
Feature request : Dynamic fields in Quotations (Offers)
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  • Joffrey started the conversation

    Hello,

    In the offer screen (create/edit), should it be possible to add some infos and dynamic fields that should help to use this feature.

    1) Products

    For the moment, the only way to add product is to find the product ID and set the product field as "product_{product_id}".

    Inconvenients :

    • We have to find the product id before insert it,
    • We can't know what product is in the offer (lack of info)

    Suggestions :

    • Add product info next to the field (product name, product sku, product thumbnail),
    • Replace the text field by a select2 field that could allow to find product from product name, product sku... 
    • Or make the form more like the B2B bulk order in the customer account

    2) Customers

    Same as product, we have to choose users from a select with only usernames. More info should be a change making.

    Many thanks for your work.

    Joffrey

  •  2,294
    WebWizards replied

    Hello Joffrey,

    Thank you for the feedback on this,

     

    -> For offers, it is possible to replace that text box with a Select2 dropdown by enabling the setting here:

    3273218311.png

     

    However, depending on how many products there are on the site, it's possible the performance on the page may not be as good - this is the primary reason for this setting.

     

    -> For customers, I think we could add some more info such as the First and Last name, e.g. 'jimsmith (Jim Smith)'. Would that help, or what info did you have in mind?

     

    Kind regards,

    Stefan

     

  • Joffrey replied

    Hello Stefan,

    I missed this setting. Very nice ! Thank you.

    For customers, something like that should be great : jimsmith (Jim Smith - Company Name) {group}

    {group} = B2C or custom B2B group name

    Thank you again.

    Best regards.
    Joffrey