[Vtigercrm-commits] [Vtiger development] #6005: Pricebook very useful enhancement

[Vtiger development]

#6005: Pricebook very useful enhancement
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 Reporter:  Juan.Pablo   |       Owner:  manu
     Type:  enhancement  |      Status:  closed
 Priority:  major        |   Milestone:  6.3.0
Component:  vtigercrm    |     Version:  5.1.0-val2
 Severity:  Medium       |  Resolution:  fixed
 Keywords:               |
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Changes (by prasad):

 * status:  assigned => closed
 * resolution:   => fixed


Old description:

> Hi!!!
> I have 2 enhancement for PRICEBOOKS
> FIRST------------
> It could be nice that Vtiger has a way to EXPORT and then IMPORT a
> "pricebook"
> I´d like to do something like this:
> 1) Create a pricebook and add products and services to it
> 2) Export the pricebook
> 3) Edit the pricebook in excel to update the "prices"
> 4) Upload the pricebook to update the DB
>
> That would be VERY USEFUL!
>
> SECOND--------
> I´d like to set a pricebook to an "account" or to a "contact" by default
>
> This is what I want:
> 1) Create a pricebook
> 2) Associate that pricebook to an account or contact
> 3) Each time I create an Invoice and select a product or service,
> AUTOMATICALLY the price of the product or service is given by the
> pricebook associated to that account or contact (select the product and
> then have to select the pricebook as now is VERY tedious).
>
> THANKS!!!
> AND SORRY ABOUT MY ENGLISH!!
> Juan

New description:

 Hi!!!
 I have 2 enhancement for PRICEBOOKS
 FIRST------------
 It could be nice that Vtiger has a way to EXPORT and then IMPORT a
 "pricebook"
 I´d like to do something like this:
 1) Create a pricebook and add products and services to it
 2) Export the pricebook
 3) Edit the pricebook in excel to update the "prices"
 4) Upload the pricebook to update the DB

 That would be VERY USEFUL!

 SECOND--------
 I´d like to set a pricebook to an "account" or to a "contact" by default

 This is what I want:
 1) Create a pricebook
 2) Associate that pricebook to an account or contact
 3) Each time I create an Invoice and select a product or service,
 AUTOMATICALLY the price of the product or service is given by the
 pricebook associated to that account or contact (select the product and
 then have to select the pricebook as now is VERY tedious).

 THANKS!!!
 AND SORRY ABOUT MY ENGLISH!!
 Juan

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Comment:

 Changeset [14473]

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Ticket URL: <http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/6005#comment:9>
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