Add Custom Product Index
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Emma Ruth Dionicio
The partner would like the ability to add custom products to improve the accuracy of their sales reporting.
Currently, when Sales Reps cannot find the exact product they are selling, they categorize it under Other. This results in inaccurate product reporting and overstates the Other category, making it difficult for the partner to identify and track which products are actually being sold.
Having the ability to add custom products would allow them to categorize sales more accurately and generate more detailed and reliable reports.

Jessica Lavoy
Merged in a post:
Additional Product Index Categories
S
Sanel Zulic
E

Emma Ruth Dionicio
The partner would like the ability to add a custom product directly to a job or sales order. This would save a significant amount of time compared to the current process, which requires redoing a sales order with existing products and then manually adding the custom product—a process that is very time-consuming. Implementing this change would make adding custom products much easier and more efficient.