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A kit may involve the sale of one or a number of services each of which are selected at the time of sale.
To identify which services are available at the time of sale - the system looks at the Groups the kit is linked to:
- Each kit may link to multiple Groups of services
- Each Service may link to multiple Groups of services
Create a Group for the Services
Create a group that has multiple possible values
- usage = ItemForSale
- Special type = Tag
- Values = the name/s of the Groups
- Ensure each value has a different Bit number
Add the Services to any groups they belong to
Services belong to a group - any kit that links to that group will have available all services linked to that group
Each service may belong to multiple groups.
Indicate on the Kit - which groups of services will be available
Each kit may belong to multiple groups
Quote Wizard
The Configuration Wizard can be used to build up a quote from the available options of Articles and Services
Find the customer or create a new one
Select the Product Category and the Product (kit) to configure
Select the Stock Articles from the options:
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Installation Variants - where the Selected Article can be reversed or have installation differences
When the user needs to choose:
- The installation of an Article which may be installed in multiple ways (
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- ie facing out
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- /facing in
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- , or fixed in or loose, or facing up / facing down etc)
- The purchase from a supplier of an Article with multiple variants that are not different item numbers (eg Seats with colour specified at time of purchase or other instructions)
Example - the purchase of Seats where the supplier is provided the colours to use at time of purchase.
In this example the we only have one stock article called "Seats" but we can tell our supplier to provide some standard colour variants.
Setting up the options
Setting up the Article
How
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a variant appears in the Configuration
Select Services from the available services
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