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, options from a category 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)

Which options in a product category are available to this kit

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. 

Right click to select all options (or unselect all options)

Services that may be sold as part of the kit

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:

1. Each kit may link to multiple Groups of services
2. 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 - configure the kit

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 options in each category

Select the Stock Articles from the options:

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

When the user needs to choose:

• The same product being configured can be installed different ways
  • ie LPG or NG fireplaces - both options are sent and the installer chooses which to install
  • the list of possible configurable items will show both options as a separate selection (ie fireplaceXLPG and fireplaceXNG)
• The installation of an Article which may be installed in multiple ways (ie facing out/facing in, 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 a variant appears in the Configuration

Select Services from the available services

Services have different Types

Determines what happens after the quote is accepted and becomes an order

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