Manual Purchase Order / Sales Order row entry - remember last search term
Currently, when adding a row on the manual purchase order or sales order screens, the search term needs to be entered each time. Zoho should remember the last search term used, bringing up the same filtered list.
Example:- Add Orange T-shirts
Current process 1) Type "Orange T-Shirt", see listed items, e.g Orange T-shirt - Medium choose and select. 2) Then type search term again (or paste it), choose the next variant e.g Large. Basically we are searching for the same set of items on each row.
Better system 1) Type "Orange T-Shirt", see listed items, e.g Orange T-shirt - Medium choose and select. 2) Tab or click to the next row, down arrow/click to go through the list of items from the previous search and select. This saves having to search for the same term on every single row. If an entirely different product is required, when a new search is done, that search will be remembered. Tradegecko & Dear did this, and although a simple feature, it worked really well, improving efficiency.
We need to add 15 variants, why search 3000+ each time?
Last point, the search on these row forms is terrible. Every so often we just can't find the product, and need to create a new window, and use the same search term in the Inventory top search bar, copy the SKU and use that to lookup the product on the purchase order. We do use CSV imports for large sales/purchase orders, but for a quick 5 item order, it is not worth it. The add new row search is so poor, that it leads to errors; scrolling through long lists.
Example: In the Inventory top of window search, typing "Dans" "Apples" brings up a nice list of apples branded Dan. Type that same term in the PO/SO row search, no results. Typing "Apples by Dan" no results. Only if the exact phrase is known, as it appears in the product name, will the add new row search work. Basically, we have to type Apple and look through 5000 Apples to find the ones we need.
Just some ideas.
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Example:- Add Orange T-shirts
Current process 1) Type "Orange T-Shirt", see listed items, e.g Orange T-shirt - Medium choose and select. 2) Then type search term again (or paste it), choose the next variant e.g Large. Basically we are searching for the same set of items on each row.
Better system 1) Type "Orange T-Shirt", see listed items, e.g Orange T-shirt - Medium choose and select. 2) Tab or click to the next row, down arrow/click to go through the list of items from the previous search and select. This saves having to search for the same term on every single row. If an entirely different product is required, when a new search is done, that search will be remembered. Tradegecko & Dear did this, and although a simple feature, it worked really well, improving efficiency.
We need to add 15 variants, why search 3000+ each time?
Last point, the search on these row forms is terrible. Every so often we just can't find the product, and need to create a new window, and use the same search term in the Inventory top search bar, copy the SKU and use that to lookup the product on the purchase order. We do use CSV imports for large sales/purchase orders, but for a quick 5 item order, it is not worth it. The add new row search is so poor, that it leads to errors; scrolling through long lists.
Example: In the Inventory top of window search, typing "Dans" "Apples" brings up a nice list of apples branded Dan. Type that same term in the PO/SO row search, no results. Typing "Apples by Dan" no results. Only if the exact phrase is known, as it appears in the product name, will the add new row search work. Basically, we have to type Apple and look through 5000 Apples to find the ones we need.
Just some ideas.
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