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Simple & Configurable item type and variant creation

Simple Items

Simple Items are those items which are unique in their specification is unique in it’s own way. That simply implies that it cannot be present in single form. No other variants is available in terms of Size color and any more.

Note:

1- Item can be created both in Warehouse and Manufacturing Facility.
2- Item which are Manufactured “Yes” for those items BOM creation can be done in Manufacturing facility only.
3- To Know how to create BOM, click here.

Create Simple item

  • Go to Masters tab > Item > Item.
  • Click on “Add Item” button.
  • In Add Item pop up, enter all the details.
  • Item Name where name of the Item will be added.
  • Select Item type as Simple from the Drop Down.
  • Select UOM from the drop down, to know how to add UOM click here.
  • Select Item Category as “Finish”, “Raw Material” and “Sub Assembly” from drop down.
  • Select Item Group from the drop down, to know how to add Item Group click here.
  • Select status as “Active” from the drop down.
  • Click on “Save” button.

Configurable Items

Configurable items are those Items which are having different configuration is terms of Sizes, Color, brands and many more. A single item which can be differentiated in terms of Length, breadth, height, Color is treated as “Variant” of that item

Create Configurable item

  • Go to Masters tab > Item > Item.
  • Click on “Add Item” button.
  • In Add Item pop up, enter all the details.
  • Item Name where name of the Item will be added.
  • Select Item type as Configurable from the Drop Down.
  • Select UOM from the drop down, to know how to add UOM click here.
  • Select Item Category as “Finish”, “Raw Material” and “Sub Assembly” from drop down.
  • Select Item Group from the drop down, to know how to add Item Group click here.
  • Select status as “Active” from the drop down.
  • Click on “Save” button.

Creation of “Variants” of Configurable item

  • Click on “Variant” tab.
  • In Variant tab, click on “Edit” button.
  • Select the Attributes from drop down.
  • Select the Sizes, Color and brand according to need.
  • Switch the button from off-to-on by dragging the cursor in the toggle.
  • We can also define Variants in terms of Length, breadth, height here x refers of Length, y refers to breadth, and c refers of height.
  • We can define Length by toggling the cursor from Off to On, then click on Configure.
  • Then we can add name of attribute as Length then can add number of Length attributes.
  • In the same manner we can “Y” and “Z” attributes also.
  • Add other item details like main UOM, Alternate UOM etc.
  • Select UOM from the drop down, to know how to add UOM click here.
  • Enter Conversion formula this formula will be the calculation of Alternate UOM to Maine UOM.
  • Enter Sales Price, Reference Sales Price, Weight and Weight UOM from the Drop down.
  • Applied Unit for Pricing refers to Pricing which need to be done on Either main Unit or Alternate Unit.
  • Click on “Update” button.

Checking Variants details

  • Click on Variants details tab.
  • In the Variant details tab, list of Variants are visible there.
  • Click on Edit tab, in that you can edit the details.
  • Sales Price if you want the same you have created click on “Sales Price ” tab it will automatically take sales price that we have created while creating Variant.
  • Click on “Update” button.
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