We are a recent adopter of Zoho and like some aspect of it very much. However I am struggling to find out how to make it fit my business model.

To explain, we are a small manufacturing company so we sell around 50 products and accessories which are made up from hundreds of parts. I know that Zoho is not an MRP system and I don't want it to be an MRP system .... however:

- I want to use Zoho to create quotes for my customers and pick things that I sell from the Add Product list

- I want to use Zoho to purchase parts from my suppliers and pick things that I buy from the Add Product list

- I therefore need to add all of the items I buy and all the items I sell to the Products list.

What's the problem ?

The problem is that the Add Product list is HUGE and needs to be filtered by type: at the most basic level Purchase or Sale and preferably a user definable pick list sub category for each type. So for example I can differentiate between purchasing office supplies and components and sub assemblies to build Product A.

So to recap, I want things that I sell to appear in the Add Line Item / Choose Products list when I create a quote and I want things that I buy to appear in the Add Line Item / Choose Products list when I create a Purchase Order.

Obviously when I add a Product I need a field to define it as Purchase or Sell.

Adding a simple product type pick list to the Choose Products window that reflects a user definable pick list in the Product record would do it !

Is this possible and if so can you suggest how ?

Many thanks

Robin