Add Related Items in Estimates, Sales Orders, Invoices

Add Related Items in Estimates, Sales Orders, Invoices

We have many items that are related to one another, where when a particular item is being added to an order, we need to see a list of all related items that could potentially go with it to quickly add them to the order as needed.

First, when editing a particular Item, we need a way to add all of its related items, such as a multi select lookup to search for and select all of the items to show on a list.

Then, when we are creating a new Estimate, Sales Order, or Invoice, and when adding an item to the order, in the event that item has related items defined at the item level, there could be something to click to bring up the list of related items that can potentially go with that item and select any of them to add them to the order.

Best I can tell this is not currently possible, but it would make it so much quick and easier to find and add the additional items to an order.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方