Public Ticket #3802222

Feature request : Dynamic fields in Quotations (Offers)

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2 Tickets 1
Joffrey started the conversation 2 years ago on January 16, 2025 at 2:11pm

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

2,762
KingsPlugins replied 2 years ago on January 16, 2025 at 6:23pm

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

 

2 Tickets 1
Joffrey replied 2 years ago on January 17, 2025 at 9:11am

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

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