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Extras Sheet
This is a similar format to the Inventory Group sheets and is used as a single set of options that apply to the whole Quote/Order.
| BUZ Unique Option Name as at | FREIGHTMETHOD | FREIGHTCOMPANY |
| Inventory Code for Pricing | ||
| Value applies to Price from Related Option Name | ||
| Related Column Data Field | ||
| Related Column is Add to else Set to | ||
| Look Back @ BUZ Column Name | FREIGHTMETHOD | |
| Question Heading | Sent by | Freight Destination |
| Option Type | L | L |
| Is Required | Y | Y |
| Can Mass Update | ||
| Clear value when Copied to new item | ||
| Is Not for Online Wholesale Ordering | ||
| Use First valid Answer as default | ||
| Help Message | ||
| Picture URL | ||
| Answers from here down | Courier | COURIER|NSW|OPFRNSW |
| Answers from here down | Own Carrier | COURIER|Qld|OPFRQLD |
| Answers from here down | Pickup | COURIER|Vic|OPFRVIC |
| COURIER|SA|OPFRSA |
Extras -Adding to Unit Cost and RRP
Column F has an Option Code of OPEXCST and to get the Unit cost and the RRP to use this 1 Option code for pricing you must set it up as below
Colunm F
- Unique name - COST
- Inventory Code for Pricing - OPEXCST
- Related Data Field - UNITCOST
Column H
- Unique name - EXTRACHARGE
- Value applies to price from related Option Name - COST (this links it back to the Option code in the COST column)
- Related Data Field - RRP
If either Cost or RRP are left blank BUZ will only apply the cost or the RRP but if both are entered then both will be applied
InvoiceExtras Sheet
This is THE SAME format as the Extras sheet and is used as a single set of options when finalizing an order when creating the invoice. This is usually used by wholesale companies. The FREIGHT and DISCOUNT columns below are explained below the example.
| BUZ Unique Option Name as at 24/03/2013 | FREIGHTMETHOD | FREIGHT | DISCOUNT |
| Inventory Code for Pricing | OPDISCOUNT | ||
| Value applies to Price from Related Option Name | FREIGHTMETHOD | ||
| Related Column Data Field | RRP | RRP | |
| Related Column is Add to else Set to | |||
| Look Back @ BUZ Column Name | FREIGHTMETHOD | ||
| Question Heading | Sent by | Freight | Discount |
| Option Type | L | # | D |
| Is Required | Y | ||
| Can Mass Update | |||
| Clear value when Copied to new item | |||
| Is Not for Online Wholesale Ordering | |||
| Use First valid Answer as default | |||
| Help Message | |||
| Picture URL | |||
| Answers from here down | Toll Ipec|NSFRTOLL | TOLL IPEC | |
| Answers from here down | By Our Van|NSFRVAN | BY OUR VAN | |
| Answers from here down | Own Carrier | LOCAL TRANSPORT | |
| Local Transport|NSFRLOC | |||
| Goods Collected |
V Options | Lookup options |
|
|---|---|---|
FREIGHT | This is the Key Word for this column (Option). | So FREIGHT (not case sensitive) is the Key Word (Name) for this option and must be unique for this tab (Product Type/Inventory Group) |
Row 3: FREIGHTMETHOD | This is the column that the Inventory Code for pricing is . | To indicate the inventory code to be used to look up pricing add the pipe character "|" followed by the inventory code in capitals that is to be looked up for price. This is not validated so if price does not appear check the code is correct and exists in Inventory Maintenance. |
Row 4: RRP | The field for the option Item that that answer to this is to be saved to.. Possible fields are DESCN, ITEMWIDTH, ITEMHEIGHT, ITEMDEPTH, QTY, RRP, AMT | Format is pipe character “|” followed by the field that the value is to be saved as. This is the third (last) parameter on the line. |
| DISCOUNT | This is the Key Word for this column (Option). | |
| Row 2: OPDISCOUNT | Inventory Code for pricing. | Here we see a product code OPDISCOUNT to apply the value to rather than change the line item values as with discounts given at the quote stage. |
| Row 4: RRP | The field for the option Item that that answer to this is to be saved to.. Possible fields are DESCN, ITEMWIDTH, ITEM HEIGHT, QTY, RRP |
Marketing Sheet
Marketing is also in a similar format and contains questions relating to current marketing campaigns and demographics.
It is found in the same output spreadsheet as above.
***Note: For the Lead Sources reports to work the first 2 column must be TYPE and COMPTYPES
Below is the top section of a typical Marketing sheet.
| BUZ Unique Option Name as at 1/10/2013 | TYPE | COMPTYPES | TYPEOTHER | OTHERINFO |
| Inventory Code for Pricing | ||||
| Value applies to Price from Related Option Name | ||||
| Related Column Data Field | ||||
| Related Column is Add to else Set to | ||||
| Look Back @ BUZ Column Name | TYPE | TYPE | ||
| Question Heading | Survey | Company Types | Other Description | Other Info |
| Option Type | L | L | $ | $ |
| Is Required | Y | Y | Y | |
| Can Mass Update | ||||
| Clear value when Copied to new item | ||||
| Is Not for Online Wholesale Ordering | ||||
| Use First valid Answer as default | ||||
| Help Message | ||||
| Picture URL | ||||
| Answers from here down | Radio | RADIO|2CH | OTHER| | |
| Answers from here down | Newspaper | RADIO|2 Day FM | ||
| Answers from here down | Letter Box | RADIO|2GB |
Import Errors
Typical Error "Error in sheet: AWZS - Sheet Name: AWZS,Inventory Code: OPRLBRKT Column #:6 Row #:13"
Option Product Codes are validated as existing during the import and the above message indicates the Inventory Code was not found. If the Code is not a Code this indicates the column is not formatted correctly.
Important Price Calculation considerations
Zero Quantity required
When calculating the prices most involve quantity(Qty), ItemWidth, ItemHeight and ItemDepth. Often these are not all set using the Options so BUZ sets them to 1 (one), if you have an Option that includes a response of 0(zero) you may end up with 1 flowing through, this mainly effects quantity. So if you have an Option that asks, for example, the quantity of brackets and a valid answer is 0 then the Options needs to structured so that the resultant charge is not for 1.
Price Grid returns zero
When pricing both the main product and the add-ons and Price Grid is used if the Price Grid returns zero price, this includes sizes greater than the maximum setup in the grid, are considered "not available" so when this happens unexpectedly don't forget to check the Options as well as the main product.
Generic layouts to download
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