Table of Contents

Overview

When selling configurable products (Kits) that have variable components

Define the Article as a Kit

A kit is a group of articles that can either be fixed BOM (Bill of Materials) or a variable BOM where a number of options may be selected.  

Note that the kit is not a phantom item - a finished kit can be stocked

A kit is a stock article with the KIT flag selected

Stock Articles and Kits that are part of this Kit

This enables the ability to add components to the Kit.  Articles and product categories (groups of articles)

Assembly Configuration for the stock options

Normally there will be a number of base models with similar variants.  Once the assembly options has been defined you can define which options are available and which are default.

Services that may be sold as part of the kit

A kit may involve the sale of one or a number of services

Create a Group for the Services

Add the Services to any groups they belong to

Indicate on the Kit - which groups of services will be available

Configuration Wizard

The Configuration Wizard can be used to build up a quote from the available options

Select the Product Category and the Product (kit) to configure

Select the Stock Articles from the options:

Installation Variants - where the Selected Article can be reversed or have installation differences

When an Article may be installed in multiple ways (eg reversible - install facing out vs facing in.  eg Top vs bottom. eg Top LHS, Top RHS, Bottom.

Or when the same article is purchased from a supplier with different instructions - in the example below we purchase two tone seats from a supplier - but we do not stock an article for every colour combination - instead using variants and simply putting this information onto the purchase order to the supplier.

Setting up the options

Setting up the Article

How it appears in the Configuration

Select Services from the available services

Enter Quotes

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