Customer PLOF : Adding, Editing, Selling Favourite Products

Trainer: Dave Joyce
Platform: Turbo Inventory (Cloud & Mobile)
Focus: Favourite products management, pricing awareness, and enhanced sales workflows

What is PLOF

PLOF stands for Price List of Favourite Products — a new feature that gives sales teams and customers quicker access to frequently ordered items, along with visibility into historical pricing.

With PLOF, you can:

• Mark and manage favourite products per customer

• Filter and sell from favourite lists in any sales document

• View last sold prices

• Identify price changes at the point of sale

Cloud Version Features

1. Customer-Level Favourites

• From the Customer View, a new PLOF tab shows all products previously sold to the customer.

• Products can be filtered by favourites only.

• Last Price is displayed beside each product.

  • If last price = €0, the product is either free last time or never sold, only favourited.

2. Product Management

• Products can be favourited or unfavourited directly from:

  • Customer PLOF tab

  • Sales document product search

  • Product results screen

• Green icons = current favourites

• White icons = not yet favourited

3. Quick Filtering in Sales Documents

• Supported in: Sales Orders, Invoices, Credit Notes, Quotes, Proforma Invoices

• When creating a document:

  • Select a customer

  • Click “Details > PLOF” to filter to favourite products

  • Add items directly from the list

• Product availability and restrictions (e.g., not sellable) are flagged with alerts

4. On-the-Fly Favourite Toggling

• Sales reps can add or remove favourites live during product searches or while entering orders.

• This gives teams full control to tailor the experience based on current buying habits.

Mobile App Integration

• When adding products to any sale document:

  • A black heart indicates a favourite product

  • A white heart indicates a non-favourite

• Tap the icon to add or remove the product as a favourite on the go.

• Supports:

  • Sales Invoices

  • Sales Orders

  • Credit Notes

Last Price Display & Price Change Awareness

• The last price sold to the customer is visible on the invoice line.

• If there’s a significant price change, the invoice clearly highlights it — helpful in B2B environments where customers manage their own price lists.

• Ensures transparency and prompts updates to resale prices if needed.

Summary of Benefits

• Faster product selection based on real purchase history

• Streamlined sales entry for frequently bought items

• Live visibility of pricing trends and recent changes

• Better customer conversations around favourite stock and pricing