...
| BUZ Unique Option Name as at 9/8/13 | PELTYPE | PELWIDTH | PELRETURN | PELRETURNSIZE |
| Inventory Code for Pricing | ||||
| Value applies to Price from Related Option Name | PELTYPE | |||
| Related Column Data Field | ITEMWIDTH | |||
| Related Column is Add to else Set to | ||||
| Look Back @ BUZ Column Name | PELRETURN | |||
| Question Heading | Pelmet | Pelmet Width | Pelmet Return | Return Size |
| Option Type | L | & | L | & |
| 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 | Yes | Yes | Both | BOTH| |
| Answers from here down | No | Left Only | LEFT ONLY| | |
| Answers from here down | Right Only | RIGHT ONLY| | ||
| None | ||||
...
Example of dependent Options
A | Y | Z | AA | AB | AC | AD |
|---|---|---|---|---|---|---|
| BUZ Unique Option Name as at | ANGLE COLOUR | SPECIAL COLOUR ANGLE | PARTS1 | SIZE1 | PARTS2 | SIZE2 |
| Inventory Code for Pricing | ||||||
| Value applies to Price from Related Option Name | ANGLE COLOUR | ANGLE COLOUR | ||||
| Related Column Data Field | ITEMWIDTH | ITEMWIDTH | ||||
| Related Column is Add to else Set to | FALSE | TRUE | ||||
| Look Back @ BUZ Column Name | ANGLE REQUIRED | ANGLE COLOUR | PARTS1 | PARTS2 | ||
| Question Heading | Angle Colour | Special Colour | Parts | Size | Parts | Size |
| Option Type | L | L | L | L | L | L |
| Is Required | Y | 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 | YES|APO|OPANGAPO | SPECIAL COLOUR|Admiralty 51017 | 12*12 | 12*12|1000|OPP12/12/10 | 12*12 | 12*12|1000|OPP12/12/10 |
| Answers from here down | YES|Birch White|OPANGBW | SPECIAL COLOUR|Anotec Dark Grey 51275 | 20*12 | 12*12|2160|OPP12/12/21 | 20*12 | 12*12|2160|OPP12/12/21 |
| Answers from here down | YES|Black|OPANGBLACK | SPECIAL COLOUR|Anotec Mid Bronze 51014 | 20*25 | 12*12|2600|OPP12/12/26 | 20*25 | 12*12|2600|OPP12/12/26 |
YES|Special Colour|OPANGSPECOL | SPECIAL COLOUR|Anotec Natural Pearl 89119 | 20*40 | 12*12|3000|OPP12/12/30 | 20*40 | 12*12|3000|OPP12/12/30 | |
SPECIAL COLOUR|Anotec Off White 51271 | 12*40 | 12*12|4000|OPP12/12/40 | 12*40 | 12*12|4000|OPP12/12/40 | ||
SPECIAL COLOUR|Anotec Silver Grey 51272 | Patio Bolt|OPPATBOL | 12*12|4500|OPP12/12/45 | Patio Bolt|OPPATBOL | 12*12|4500|OPP12/12/45 |
...
Column AD SIZE2, Required, options depend on what was selected in PARTS2 column. Selected value will ADD to ITEMWIDTH of ANGLE COLOUR charge record, which is for product OPANDSPECOL. It will also generate a charge to one of several different products depending on option selected, the first one to OPP12/12/10.
Example of getting total lineal metres of pelmet by adding width + pelmet returns.
| PELWIDTH | PELRETURN | PELRETURNSIZE | PELRETURNSIZE2 |
| PELCOLOUR | PELCOLOUR | PELCOLOUR | |
| ITEMWIDTH | ITEMWIDTH | ITEMWIDTH | |
| Y | Y | ||
| PELTYPE | PELRETURN | PELRETURN | |
| Pelmet Width | Pelmet Return | Left Return Size | Right Return Size |
| & | L | & | & |
| Y | |||
| LINEA VALANCE 98MM NO INSERT| | Both | BOTH| | BOTH| |
| LINEA VALANCE 140MM NO INSERT| | Left Only | LEFT ONLY| | RIGHT ONLY| |
| LINEA VALANCE 140MM WITH INSERT| | Right Only | ||
| LINEA VALANCE 140MM WITH INSERT| | None |
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 |
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 COMPTYPE.
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 |