Differences

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--- modifiers [2011/02/16 16:22 (13 years ago)] – created eugene
+++ modifiers [2021/09/09 00:12 (3 years ago)] (current) – [Why do we use Modifiers?] jbalasabas
@@ Line 1: / Line 1: @@
 ====== Why do we use Modifiers? ======
+Freshdesk: [[https://support.windwardsoftware.com/a/solutions/articles/66000495583]]
@@ Line 18: / Line 21: @@
 Setup Wizard > Inventory Options 1 > Enable Modifier Check Box
 ==== Configure an inventory item with modifiers (color & style example) ====
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      * Production Part - relates to a modifier option choice where the modifier option is a production part and not an inventory item.
      * Use the following information for step 5:
-       * Select # of Seats modifier rule type = "Selection" because the 2-seat and 3-seat each have their own part number.
+       * Select # of Seats modifier rule type = "Select One of" because either the 2-seat or the 3-seat must be chosen from.
        * Select Nice Touch modifier rule type = "Select Options" because the customer doesn't need to select any of the nice touch options or can select all of them.
        * Select Color modifier rule type = "Select One of" because the customer can only chose one color.
-  - To specify each modifier's options, right-click the desired modifier in the tree view menu and select New Sub Item from the drop-down menu. The Enter Description dialog box appears for this modifier option group.
+  - To specify each modifier's options, right-click the desired modifier in the tree view menu and select New Sub Item from the drop-down menu. The Enter Description dialog box appears for this modifier option group.  Use the following information for steps 6a) through 6d):
+    * Select #of Seats
+      * 2-seat, Part = W126SOFA-2S, Rule = selection
-Use the following information for steps 6a) through 6d):
+      * 3-seat, Part = W126SOFA-3S, Rule = selection, Cost = $100.00, Retail = $200.00
+    * Select Nice Touches
-  * Select #of Seats
+      * Oak trim, Part (suffix) = Trim, Rule = integrated selection, Cost = $20.00, Retail = $40.00
-    * 2-seat, Part = W126SOFA-2S, Rule = selection
+      * Side cushions, Part (suffix) = Cushions, Rule = integrated selection, Cost = $10.00, Retail = $18.00
-    * 3-seat, Part = W126SOFA-3S, Rule = selection, Cost = $100.00, Retail = $200.00
+      * Pull out coffee tray, Part (suffix) = Coffee tray, Rule = integrated selection, Cost = $25.00, Retail = $42.00
+    * Select Color
-  * Select Nice Touches
+      * Blue, Part (suffix) = Blue, Rule = integrated selection
-    * Oak trim, Part (suffix) = Trim, Rule = integrated selection, Cost = $20.00, Retail = $40.00
+      * Black, Part (suffix) = Black, Rule = integrated selection
-    * Side cushions, Part (suffix) = Cushions, Rule = integrated selection, Cost = $10.00, Retail = $18.00
+      * Orange, Part (suffix) = Orange, Rule = integrated selection
-    * Pull out coffee tray, Part (suffix) = Coffee tray, Rule = integrated selection, Cost = $25.00, Retail = $42.00
+    * a)Type the description of the option and click [OK]. The dialog box closes and you return to the Modifiers tab with the new modifier option appearing in the tree view menu in the left-pane and in the modifier option list in the right-pane. You could either repeat the procedure above for each modifier option, or since you are continuing in the same list, just enter the information in the list on the right-pane.
+    * b)Click the Rule cell button and select the appropriate rule from the drop-down list. Repeat for each modifier option.
-  * Select Color
+    * c)Type either a part number (when rule = selection) or part suffix (when rule = integrated selection) in the Part column. The part suffix is only used for reporting.
-    * Blue, Part (suffix) = Blue, Rule = integrated selection
+    * d)For all options that have an additional cost to (positive number) or reduce the cost of (negative number) the base item, enter the correct cost in the Cost text box and retail price in the Retail text box.
-    * Black, Part (suffix) = Black, Rule = integrated selection
+  - To view how this configuration appears at Point of Sale, click [Test]. A series of dialog boxes appear exhibiting the following behavior:
-    * Orange, Part (suffix) = Orange, Rule = integrated selection
+    * a)First dialog box is entitled Select # of Seats, you must select either the 2 seat or 3 seat option before [OK] is available. You are not allowed to chose both. Chose the 3 seat option so you can test that the extra charge is considered.
+    * b)Click [OK] and the second dialog box entitled Select Nice Touches appears. The [OK] is immediately available because you are not required to select any, however, you can select multiple options in the list. Chose two options so you can test that the extra charge is considered.
-a) Type the description of the option and click [OK]. The dialog box closes and you return to the Modifiers tab with the new modifier option appearing in the tree view menu in the left-pane and in the modifier option list in the right-pane. You could either repeat the procedure above for each modifier option, or since you are continuing in the same list, just enter the information in the list on the right-pane.
+    * c)Click [OK] and the third dialog box entitled Select Color appears. You must select one of the three color options before [OK] is available. You are not allowed to more than one.
+    * d)Click [OK] and the third dialog box entitled Confirm appears listing the choices you've selected. Click [OK], the dialog box closes and you return to the Modifiers tab.
-b) Click the Rule cell button and select the appropriate rule from the drop-down list. Repeat for each modifier option.
+  - Click [Ok] on the Inventory Details window Toolbar.
-c) Type either a part number (when rule = selection) or part suffix (when rule = integrated selection) in the Part column. The part suffix is only used for reporting.
-d) For all options that have an additional cost to (positive number) or reduce the cost of (negative number) the base item, enter the correct cost in the Cost text box and retail price in the Retail text box.
-. To view how this configuration appears at Point of Sale, click [Test]. A series of dialog boxes appear exhibiting the following behavior:
-a) First dialog box is entitled Select # of Seats, you must select either the 2 seat or 3 seat option before [OK] is available. You are not allowed to chose both. Chose the 3 seat option so you can test that the extra charge is considered.
-b) Click [OK] and the second dialog box entitled Select Nice Touches appears. The [OK] is immediately available because you are not required to select any, however, you can select multiple options in the list. Chose two options so you can test that the extra charge is considered.
-c) Click [OK] and the third dialog box entitled Select Color appears. You must select one of the three color options before [OK] is available. You are not allowed to more than one.
-d) Click [OK] and the third dialog box entitled Confirm appears listing the choices you've selected. Click [OK], the dialog box closes and you return to the Modifiers tab.
-. Click [Ok] on the Inventory Details window Toolbar.