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Modifiers are used to configure an inventory item so when you sell it you can specify item-specific options (for example, a 2-seat or 3-seat couch, it's color and type of wood trim or various cell phone/air time plans).
You can have additional costs associated with specific options and specific options can have their own part number. You can link inventory items that have the same modifier options so if you need to change an option you do so once and it applies to all linked items. (Use caution when linking items; the only way to break the link is to delete linked inventory items and re-create them).You can also copy modifier configurations from another item which then appends that configuration to the current item (you can also modify appended configurations).
Modifiers are commonly used for parts such as furniture that you may stock a demonstrator model of but you would special order the exact item with the options the customer specifies. Modifiers are useful for items that you manufacture. It is also commonly used for cell phone/air time packages.
Setup Wizard > Inventory Options 1 > Enable Modifier Check Box
In this example we set up a couch with the following options:
You can approach the creation of the modifier option hierarchy in a vertical or horizontal approach. In a vertical approach, you create the modifier and associate all options/sub-options to the modifier before moving on to the next modifier (Mod a = seats, options = 2-seat or 3-seat). In a horizontal approach, you create all the modifiers first and then add the options/sub-options to each modifier in turn (Mod a = seats, Mod b = wood trim, Mod c = color). For this example, a horizontal approach is demonstrated.
Note: You cannot modify the order of the sub-options in the modifier group nor the order of the modifiers so ensure you create the modifiers in the order you wish them to appear at Point of Sale
Use the following information for steps 6a) through 6d):
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.
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.
7. 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.
8. Click [Ok] on the Inventory Details window Toolbar.