Create Customer Purchases from Customer Assets
I realize this has been a subset of other suggestions a number of times, but all of those seem to be marked as "Completed."
First of all, Kudos to the team for getting the first round of Refurb Processing live! Now If I could just use it in a way that makes sense to me.
Doing multiple things at once as I tend to do, I wanted to do the following:
- Get all of the Custom Fields set up for monitors (finally)
- Create an Asset that is a monitor (Reclaimed/Donated)
- "Purchase" the Monitor(Asset) with all of the fields and data I just spend an hour typing
- Move it into the Refurb Pipeline (really want to play with it with a real item)
I can do 1 and 2, but there is no link from 2 to 3 so I would have to purchase it manually, And for me, that might be okay if I could associate the asset with the inventory/refurb item, or even create a ticket in the refurb section or attach both the asset and the refurb object to a created ticket.
If I cannot purchase assets and I cannot create tickets for the refurb work (the single page is far too limiting), then I might as well create a full asset, track it with tickets, print everything, put it in Customer Purchases manually, and put it straight into inventory including a link to that assets page (which is what I am doing now).
That is painful and convoluted.
This is not:
Press a purchase this asset button on the page of each asset (or a purchase these assets on a page with multiples (assets page, customer's page, etc))
Asset moves to Internal Assets (Do we have this or did I set mine up), creates the customer purchase as is already done, and offers option to put it in inventory or refurb.
If Inventory, generates the inventory Item (linked to the asset), or
if refurb, creates a refurb-specific ticket with the asset attached, which when completed, rolls everything together and follows the preceding inventory path.
As I said, I know it has been discussed, just bumping it up a little higher on the screen. (I also realize that things that are easy to operate are not even close to easy to code, And I seriously thank all of you for what you do.
Jason
P.S. If any of that is confusing, I am gonna blame the tiny text window. :-)
-
Vulpes Den commented
this is indeed a thing that we need as well. customers sometimes just abandon the items at the shop and we reclaim them to recoup the loss of time and parts. it would be nice to be able to just have a surrendered item tab or button.