It would be useful to “hide” products on price books.
(I’m guessing the product picker on the sales screen is populated from the price book?)
There are a number of scenarios where this might be handy, and make the job of selecting products for an order easier and less error prone, for example:
Certain customers (customer types) might only be sensibly served with certain products - shops might only want small pack.
Certain (exclusive) products might only be available to particular customers.
Products may be created for purposes other than typical sales - e.g. (but not limited to) faking supplier returns. These products clutter up the price books / product picker for regular customer sales.
Currently, products can be hidden from “from customer-facing features like the Trade Store and customer price lists”, but they’re still selectable on an order, which is confusing in some circumstances.
We could really use this feature to clean up and error proof our ordering process. We have a lot of products in our product list that have to exist, but simultaneously cannot/should not be ordered by our sales reps. (This is due to our jurisdiction in Canada… it’s complicated… ) Anyway, it would be very advantageous to be able to hide these products from the dropdown in the order when a certain price list is chosen (see image).
It seems a logical place to make this selection would be on the product page, under “Pricing”, just using a checkbox for each price (see below). If the box is not checked for a product, then it wouldn’t appear in the dropdown in the above screenshot, wouldn’t appear on the respective pricelist, and wouldn’t require a price to be entered. Not sure what the back end programming would involve but maybe (hopefully) it’s not too complicated?
As a new user to Breww, I agree. We have a number of customers to whom we only sell a limited range of products and having every item on a price book for the customer is unnecessary and confusing when creating orders. For example our distributors only buy 12 pack cases and never buy kegs, single cans or services from us. Being able to either remove products from a customer or alternatively have a sub price book with only the items for that customer would be helpful.
Thank you, Sarah
This feature is critical to our operations. We sell country-wide (and Australia is huge, to put it mildly). We use Konvoy rented kegs to ship out of our delivery zones. We use our own keg fleet for Melbourne CBD, but sometimes Konvoy kegs too. We can not send kegs to regional and interstate clients and can not rely on sales reps not making data entry errors. Also, we have a big portfolio and we sell online. We created single cans, 4 packs, and 16 pack cases. We would not sell to our customers anything but 16 pack cases, while online we sell to consumers in all formats. It is also essential we stop the endless scrolling and potential errors of selling wrong packs.
Thanks for your input. One thing you could do is to mark all the singles and 4 packs as “Packaged only”. This would mean that these products won’t show when selecting a product to add to an order. A sale of a 4 pack through an external platform would still import as we ignore this option if we’re notified of an external sale of the product.
You can edit a product and set it as “Packaged only”, or use the product bulk updater tool to update multiple products at once.
Sure, “Packaged only” won’t have any impact on being used as a component in assembly. These products are really just hidden when selecting products in sales areas of Breww.
) Anyway, it would be very advantageous to be able to hide these products from the dropdown in the order when a certain price list is chosen (see image).
