The Product Configurator offers a quick way to create multiple versions of a single Product. Each 'configuration' you setup can change the price of the product based on the options you create.
The Product page can be viewed in two different ways, the detail page and the Product Configurator [edit page]. Let's review the Product detail page and then we will move on to the Product edit page to review the Product Configurator.
The Product Page [detail page]
Product Name - the name of the Product. This is the name that you will be searching for when adding Products to Quotes and Sales. Make sure to name the Product a name that you and your users can easily remember and recognize when searching.
Start Date - the date your company began offering this Product to your customers. This also marks the date that Users are able select this Product when building a Quote/Sale Item/Purchase Order.
Model Number - the unique model number for the Product.
Product Category - the Product Category the Product falls under. In the example above, the Bay Window 70104 falls under the Product Category of Windows.
Product Description - a text box to add a description for the Product.
Price - the default price you offer the Product to your customers for. This price is the default price and can be augmented when you add a configuration to the Product.
End Date - the date your company stopped offering this Product to your customer. Once the date has passed, Users will no longer be able to select this Product within the system. The End Date is the perfect way to keep a record of Products that are no longer being sold for reporting purposes.
Our Cost - the cost of the Product to your company, to be used in reporting.
Unit of Measure - the measurement unit used for this Product, such as 'square feet' or 'each'.
Vendor - the vendor used to purchase the product. Vendors are setup as Accounts in improveit 360, go to your Accounts page to add new Vendors.
Active - this read-only checkbox will display as checked if no 'End Date' is entered for this Product, signifying the Product is still available to be selected in the system.
The Product Configurator [edit page]
Configuration Options
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Name - the title of the configuration option you are creating. In the example above, the configuration option is being created to list the different finish options.
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Type - the type of configuration option being used.
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List of Options - used to create a list of different options that your users can select for this Product. In the example above, the list is being used to setup different finish options. Notice when creating your option list, you can select to modify the price per option. This option is a great way to require specific information from the user who is creating the Quote, Sale or Purchase Oder such as if a warranty has been purchased or a specific manufacturer has been chosen.
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Number - used to allow your users to enter a Number, such as the number of rooms this Product will need to be installed in. Number configurations can also have predefined ranges set with Price Modifiers.
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United Inches - used to price the Product per United inch.
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Square Measurements - used to price the Product per Square Measurement.
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Required When? - this dropdown is used to make the configuration option required in different sections of your system. In the example above, the user would not be able to save the Quote if the finish had not be selected. Select to make the configuration option not required, required on the Quote, Sale or Purchase Order.
NOTE: Each Configuration option you create is calculated off the Product Price field ($1000). For this example we'll use a Configuration based on a Range of United Inches, increasing the Price by a flat dollar amount ($500) based on the size, as well as a Configuration for Color which increases based on a percentage (10%), both calculations will be based on the Product Price.
($1000 + $500) + ($1000 x 0.1) = $1600
Most Window calculations should increase the entire United Inches amount by a percentage:
($1000 + $500) + ($1600 x 0.1) = $1650
Let's look at how this configuration would be calculated on a Quote:
When White is selected, the calculation is correct.
However, when Almond is selected (a percentage increase calculation), the amount is incorrect.
For this reason, improveit 360 recommends creating separate Products for any percentage increases where additional Configuration options are needed. Configuration options that increase by a Flat dollar amount can all be included within one Product. See additional flat rate increases in the example below:
