It would be amazing if we could group together products and services together into "Programs" that we can select at once when invoicing a client to include all of the services + products that are pre-determined for that program. Currently we have to manually enter each product that's included in the program (which is the same every time for the individual programs we sell but different for each of the 9 programs we currently sell), and then add in the service "package" that's included in the program (which is an awesome feature already available).
The ability to pull an income report broken down by the programs that we sell would be amazing!!!
From an Inventory Management Standpoint, when we sell a program and don't currently have all of the products included in the program in stock, we need to make sure we know that we have x number Products 1,2,3 on hold for specific clients when they do become available in stock and have that pinned on their profile (and appointment card on calendar would be awesome) that we owe them Products 1,2,3 still. We'd still like to be able to invoice them for the program whether or not we have all of the products available or not.
When creating the invoice for the client, we should be able to select a single or multiple programs at once and be able to clearly see what is in each of them such as a toggle or clear sections to indicate the total cost of the program and what's included. On our end we should be able to toggle whether or not we would like the price to be itemized at the product/service level.
Example Invoice:
Program 1 = $4000
- Service Package = $2000
- Product 1 = $1000
- Product 2 = $500
- Product 3 = $500
Program 2 = $7500
- Service Package = $6000
- Product 2 = $500
- Product 4 = $500
- Product 8 = $500
Total Invoice Amount = $11,500