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  1. Production line (known as a Job tracking line in BUZ) → is this product going on an existing production line or do you need a new one?
  2. Inventory Group → what are you going to call it IE: Curtains, might have 2  types of Curtains within the Group 1. Curtain and 2. Tracks Only (this is not uncommon).
  3. Inventory Items → what is the 1, 2 or 3 things that will give you the main price IE: Rollers will be Material (Descn Part 1), Type (Descn Part 2) and Colour (Descn Part 3) but the Vertical Tracks Only might only have Track Type (Descn Part 1)
  4. Option Items → These Items → These are the same as Inventory items but they can not be ordered on their own so they are set up with just a Code and a Description with a price grid or coefficient added.
  5. Price Grids and Cost Grids or Pricing Coefficients or both → If you are using price grids, cost grids or pricing coefficients these will need to be set up.
  6. Group Options → What are the questions you need to ask the customer and will these include any extra Option prices ?
  7. Job Sheets → What information do you want to be on your job sheet?

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Inventory groups for options only need a Description and Code. Option groups can not be ordered, don’t require and Descn part 1, 2 or 3 and don’t have a job tracking line as they are only an add on to the main inventory group/product.

Inventory Items and Option Items

Inventory Items and Option Items are used to attach pricing and they can give you the first 3 questions when ordering a Product.

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