Looking to see if some type of trigger or system that you “create a pick ticket” from the quote or project that copies all the parts to a check list, you mark what parts are pulled and allocated to that job and the system keeps track of what parts are pulled from inventory and puts them in a “staging” or job warehouse. We are doing this manually for every job but I was thinking if the system had a trigger similar to how it works with item builds or Pos that generates the list and then lets you allocate those parts where they are you can see how much is allocated to jobs/installed not billed vs in your warehouse more accurately.
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Greetings @AshleyCrest ,
Thank you for your suggestion of this Future Feature request. The Striven team will review this request and contact you with any questions or updates on the status as your request moves through the review process. 
That is one of the hurdles I’ve been trying to overcome as well. Performing an inventory transfer to a ‘Staged’ warehouse for every order seemed cumbersome, and without the item list attributed to tasks, it makes it require more clicking than I would prefer.
Having the ability to allocate items to tasks in a meaningful way would maintain a clearer inventory, would prevent printing of sales orders for pick tickets, and/or keep warehouse and install techs from needing to jump out of their task to see what they need. With orders that require multiple installation stages, being able to allocate items to specific tasks during the task creation (manually and via workflows) would be a big step in the right direction.
Currently, I’m attempting to use custom reports, Airtable, Zapier or Make, and Jotform to come up with an automated workaround.
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Still struggling with the workaround, but found a link that I would like to suggest get added to Tasks and the general Agreements List.
The only place I’ve found it is within the Customer Dashboard in the Agreements Widget:
This brings up a clean Items pop-up window…
That is a MUCH faster way to see the line items from the Agreement when working within a Task.
Adding it to the general Customer:Agreements list would also be extremely valuable. Using a similar button for PO lists would be very valuable as well. Seems like an easy add.
Greetings Darin,
Thank you for sharing your suggestion and providing detailed feedback with visuals!
We understand how accessing a clean Items pop-up window directly from the Agreements list or Tasks can save time and improve workflow efficiency. Adding similar functionality to the general Customer: Agreements list and PO lists would be valuable for quickly viewing line items without navigating through multiple screens.
Our best recommendation for now is to use order formats as pick tickets to streamline your process. In the meantime, our backend team is already working on this request to enhance functionality.
We appreciate your patience and thoughtful input as we work toward implementing this improvement. Please let us know if you have any additional ideas or insights!
~ Naveen Kumar
We are currently using pick tickets, but that requires printing/downloading the Agreement Pick Ticket, them uploading that to every Task associated, which is cumbersome. It also cannot be done through workflows, making Workflows less of a feature and more of a taunting reminder of the lack of functionality that comes from A) not being able to get line items into Tasks and B) not having a native mobile app. From a developer’s perspective, it also means we will have 6-10 copies of the same PDF loaded into storage per Agreement, which seems like a massive waste of cloud storage capacity and bandwidth.
It was suggested we set users up with the “view only” setting under Agreements>Items. This is marginally better, but is only really useful if you don’t want certain staff to see pricing. It’s still an obnoxious screen view.
Imagine needing to scroll through 50 items on that screen so you can load your truck.
The button I’m suggesting be added provides this view.
While it’s still largely useless because you can’t use it as a pick list because of no functionality behind it, it’s a vastly improved viewing experience.
So we navigated this two different ways.
Current way we do this is we use the custom column features on the approved work order and work flows that tells warehouse manager to pick the parts and she updates the quote with quantity and status of parts that we can run a report from.
We have printable formats that don’t print the pricing columns and reports that can show the warehouse locations to they can use.
We used to copy the quote to a pick ticket type that duplicated the quote and they would edit that copy but we like having all the important stuff on the main quote, this does require this person to be able to save and edit it but once its approved in our system they can’t effect the dollar amounts.
I can run a report from this and see what items need to be ordered quickly and even group by vendor. All this being said, its a work around and I do think they could have a more seamless page that loads things similar to a PO does and lets you check things off but we have found this way to work for us and gives the ability to keep track of things.
Greetings Ashley,
Thank you for taking the time to share the details of your current process and the workaround you’ve implemented. It’s great to see how you’ve utilized custom columns, printable formats, and reports to streamline your workflow and maintain accuracy.
We understand how important it is to have a more seamless solution, and we appreciate your valuable insights. Our team will review your feedback and work on enhancing this process to make it even more efficient and user-friendly.
Thank you again for providing this detailed information, and we’ll keep you updated on our progress!
Best regards,
Naveen Kumar