Publish templates that can allow a simplified way to create Products, Product List Items, and associated price lists.
In my case, I am trying to enter several hundreds of construction related price items, with around 100 category grouping, from different vendors - does it it map to Subject, to make it easier to manage/select?. During a client visit, to create an estimate (WO?), a tech needs to pick a vendor (Pricing List) and, on average, 50 line items, from multiple categories.
Thank you
In short, I am trying to make the process of creating and using this case streamlined.
Category: Administration
Needs Votes