Easy Item Lookup
Optimizing Vtiger’s Order Management with VTExpert’s plugins
August 6, 2024
Article
Order management is a primary function of any business that is offering products or services to its clients. Order management effectiveness ensures that orders are fulfilled accurately and promptly, leading to increased customer satisfaction and repeated sales. In this article, we will check the significance of order management in CRM and how it can assist businesses in streamlining their sales processes. Moreover, we will also explore how can we optimize Vtiger’s order Management with VTExpert’s plugins Vtiger CRM and order management Vtiger CRM is a flexible CRM software that offers a wide range of functionalities to assist businesses in managing their customer relations and interactions. One of the highlights of Vtiger CRM is its order management capability. Vtiger facilitates streamlined management of sales orders and monitoring of the order fulfillment process from inception to completion. With Vtiger CRM’s order management functionality, businesses can easily create, manage, and track their sales
Easy Item Lookup Extension For VTiger 7 – New Release
November 1, 2018
Article
The standard product selection process of VTiger 7 is not very user friendly, when adding products to Quotes, Invoices, Sales Orders, and Purchase Orders. There’s no easy way of filtering the Products, Services, and Product Bundles in any way except for searching for them manually. It does not allow to find a product visually with the image. The in-active products cannot be accessed or filtered. Once a product is added and users go back to re add some more products, there’s no way to see which products have already been added to the list except for closing the item selection popup and remembering the list manually. We can go on about the limitations of standard product selection. Or we have a better thing to write about. A new extension for VTiger has been introduced that addresses all the above mentioned limitations as well as do more. Easy Item
Update Price Or Quantity Before The Item Is Added To Quote Or Invoice In VTiger 7
September 27, 2018
Article
Easy Item Lookup Extension for VTiger was designed to significantly increase the efficiency when adding products & services to the invoices/quotes/sales & purchase orders. We applied a method that is very similar to any online shop, where you select your category and items reload based on the category selected. It supports up to 3 “category” fields, meaning, that you can narrow down your search by any picklist field on product/service (category, sub category, manufacturer, type, etc..). It also supports filter by vendor, which works exactly as the category filter. How to Update Price In the Item Lookup popup you can Edit the price. This price gets updated to the invoice/quotes/SO/PO immediately. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Display Product Picture When Searching Items In VTiger 7
September 25, 2018
Article
Easy Item Lookup Extension for VTiger was designed to significantly increase the efficiency when adding products & services to the invoices/quotes/sales & purchase orders. We applied a method that is very similar to any online shop, where you select your category and items reload based on the category selected. It supports up to 3 “category” fields, meaning, that you can narrow down your search by any picklist field on product/service (category, sub category, manufacturer, type, etc..). It also supports filter by vendor, which works exactly as the category filter. How to Display Product Picture Go to Menu > Settings > CRM Settings > Extension Pack > Item Lookup. Turn on the Picture column. You can also specify the size of the picture. Now you can see the Picture column in the Item Lookup popup. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
New Extension – Easy Item Lookup For VTiger 7
September 5, 2018
Article
There’s a new Extension for VTiger Order Management, the Easy Item Lookup. It is the Extension for VTiger designed to significantly increase the efficiency when adding products & services to the invoices/quotes/sales & purchase orders. We applied a method that is very similar to any online shop, where you select your category and items reload based on the category selected. It supports up to 3 “category” fields, meaning, that you can narrow down your search by any picklist field on product/service (category, sub category, manufacturer, type, etc..). It also supports filter by vendor, which works exactly as the category filter. In addition, to the easy lookup, you can also search the product/service by name, part number or any other field on the list (similar to standard vtiger functionality). Special filtering options such as A-Z, In Stock Only, Bundles Only, Inactive are also available. On top of that, you