Reorder products within rooms so that the key product like a TV is at the top and then descending order of importance.
While you are working on this request, please be sure to do the following: 1) When in the "edit proposal " mode, all display order changes need to be reflected in "Preview Proposal". It is very odd to not see these changes reflected in all proposal views. 2) Any same model number accessories need to be listed individually, not grouped, if we are going to be able to use "display order" to place them under the appropriate product. That said, if you are working on displaying accessory items with the parent product line item they are linked to, request #2 may not be necessary. 3) Again regarding the "add accessory" feature, while it would be nice just to have these items list under the product line item that have been associated with, it would be even better if they were slightly indented to reflect that they are a sub item of the parent item.
We need to be able to change the order of items added to the quote
Be able to change the positioning of equipment on quote during the building phase.
To add to this, users would also like the functionality to sort Products within a Quote vs just within the Proposal.
Hello everyone! Today we released a beta of our new sort option which allows you to manually set the order in which items are displayed in your proposals. To access this feature, choose the new "Display Order" sort option in the Product section. Using the "Set item display order" button you'll be able to rearrange items to your liking for display in the proposal.
We released this as a beta with limited functionality to get your feedback on the capability while we work on building out the functionality further. Below are some of the things we are working on next.
- Apply the sort you set in one proposal to other proposals. Today the sort is specific to that proposal only.
- The ability to suggest a sort for new items based on items within the same category that you sorted in the past.
- Include the sort functionality directly into the quote so that changes in sort made in the quote are automatically reflected in the proposal.
These are some of the things we are working on but we'd love to hear your thoughts on how we could improve this feature! When you get a chance, head on over to D-Tools Cloud and let us know what you think here.
Yeah. We don't need to "sort" them so much as just drag them to where we want them. I think you guys would be wasting valuable time creating this "sorting". Just let us arrange them in the order we want.
Thank you the update.
I single handledy have not bought on to your product because of no reordering option. Your roadmap is so strange. Such a simple feature you guys have been so slow to fix. Im surpised its still not resolved yet. Come On D Tools!
Hello everyone!
I wanted to give a quick update on this request. I'm excited to announce that in today's release we included the option to sort items by price, placing the more expensive items at the top or bottom of your lists. This is just the beginning, I am also happy to report that work is currently underway to bring item-level sorting to D-Tools Cloud and we look forward to releasing this soon.
Thank you for the feedback and let us know what you think of the update!
Would like the ability to Arrange Products in a Quote to their liking as well as have the ability to move from Location/System to Location/System without Copying and Deleting.
It would be nice to be able to change the order of products within the quote as you are building it.