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Status Planned
Workspace Case Management
Categories Price List
Created by Erin Merriott
Created on Sep 1, 2020

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up needing to change every item name in the price list to contain a branch identifier in order to build accurate packages, and then have to go change all the item names back to normal. This process must be completed any time a customer needs a new package or needs pricing updated. If you only have 2 branches it's not as time consuming, but if you have 5 branches all with different pricing, you end up with 1500 item names to change twice every time you update. This is a major time inefficiency. Please see screenshot attached.

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  • Jessie Goggans
    Reply
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    Oct 8, 2020

    Could we offer other filters here, too? i.e. disposition type?

  • Gayla Satre
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    Sep 2, 2020

    This actually is a great idea! and can see where it would be legitimately useful!

  • Kaylan Johnson
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    Sep 1, 2020

    PLEASE make this happen! As Passare continues to grow and we have larger Funeral Homes/groups coming on, the more frequently this will be an issue.

  • Erin Merriott
    Reply
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    Sep 1, 2020

    I will buy somebody some beer if we can make this happen!!!