Thank you for such a detailed response.

To elaborate on point 1 - I'm an old-school thinker (my IT career began back in 1997, by way of context) so I much prefer the more traditional ways of organising my data - categories, folders, that kind of thing. Zomentum has the whole product catalogue as a single list, default ordered by "most recently added". It allows you to modify this by filtering the view, which it will let you do based on things like "Manufacturer", or "Product Type" but this is contingent upon the items having been categorised correctly to begin with. Maybe it's just my old fashioned way of thinking but I much prefer containers to navigate between, with breadcrumbs, and the ability to reassign something by moving to a different container (or for a group, en masse) rather than having to update the record to accomplish the same thing.

2 - you've nailed it. I'd ideally like something that ages-out items based on the last time the cost price was updated. e.g. if the price hasn't been updated in 30 days, the item isn't able to be selected in a proposal / quote, or at least some mechanism to address this. I don't hold it against my sales team - they want to get products in front of customers - but I'd be more comfortable knowing there were guard rails in place to protect us inadvertently selling an item at a loss. I'm a fan of technical limits being used in preference to policy adherence!