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Note: Before you start this process ensure you have created an Inventory item, you will need the code from the inventory item Adding Inventory Item/s
Example setup
In my example I want to add a price to a Motor, I have create a Question “Controls” and when Left or Right Motor is selected I want an inventory item (with price included) to be apart of the order
Sales Area
This is how you would normally see the Group option, I have highlighted the Question red and arrows to the answers that we will be adding an inventory item to.
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Group Options
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Inventory item
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Download the Group options for the Product that you wish to add the Inventory/Price to
I have downloaded my Roller Blind product and Column N is the area that we will be looking at
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Inventory item
Next I will be downloading the Inventory Item list for my Components,
Now they are side by side, I create a list of Inventory items based off the answers that require a price.
So below I want to create an option for the Motor and Chain
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I have added in a Code and Description for my Motor and Chain and Input an “A” into Column AO
Remember to keep the code between 4-6 Characters, No spaces, no Special characters
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Upload this into BUZ
Add a Price
Next we need to add a price to the Inventory Item we just created, there is a few options, you can add attach a Price grid or add a Pricing Co-efficient
For this example I am going to add the price to the individual item but you can also download the list and update several items at once, click here for more information
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Now that we have an inventory item and it has a price I want to link the inventory item to my answer in the group options
Adding Directly to the Answer - Option 1
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We are going to add the Motor , the table would look something like this
A | N | |
|---|---|---|
| 1 | Roller 01/01/2020 | Unique Option Name | CONTROLTYPE |
| 2 | Inventory Code for Pricing |
|
| 3 | Value applies to Price from Related Option Name |
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| 4 | Related Column Data Field |
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| 5 | Related Column is Add (Y) to else Set to (N) |
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| 6 | Look Back @ BUZ Column Name |
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| 7 | Question Heading | Control |
| 8 | Option Type | L |
| 9 | Is Required |
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| 10 | Can Mass Update |
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| 11 | Clear value when Copied to new item |
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| 12 | Is Not for Online Wholesale Ordering |
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| 13 | Is Not for Shopping Cart Ordering |
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| 14 | Use First valid Answer as default |
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| 15 | Help Message |
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| 16 | Picture URL |
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| 17 | Answers from here down | Left Motor |
| 18 | Answers from here down | Right Motor |
| 19 | Answers from here down | Left Chain |
Example of the inventory item, the Description and ( Code ) in the red box
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It should look something like this
| N | |
|---|---|---|
| 1 | Component 12/05/2020 | Unique Option Name | CONTROLTYPE |
| 2 | Inventory Code for Pricing |
|
| 3 | Value applies to Price from Related Option Name |
|
| 4 | Related Column Data Field |
|
| 5 | Related Column is Add (Y) to else Set to (N) |
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| 6 | Look Back @ BUZ Column Name |
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| 7 | Question Heading | Control |
| 8 | Option Type | L |
| 9 | Is Required |
|
| 10 | Can Mass Update |
|
| 11 | Clear value when Copied to new item |
|
| 12 | Is Not for Online Wholesale Ordering |
|
| 13 | Is Not for Shopping Cart Ordering |
|
| 14 | Use First valid Answer as default |
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| 15 | Help Message |
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| 16 | Picture URL |
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| 17 | Answers from here down | Left Motor|MOT1 |
| 18 | Answers from here down | Right Motor|MOT1 |
| 19 | Answers from here down | Left Chain |
Save your work, Upload to the Group Options and test.
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We are going to add the Motor , the table would look something like this
A | N | |
|---|---|---|
| 1 | Roller 01/01/2020 | Unique Option Name | CONTROLTYPE |
| 2 | Inventory Code for Pricing |
|
| 3 | Value applies to Price from Related Option Name |
|
| 4 | Related Column Data Field |
|
| 5 | Related Column is Add (Y) to else Set to (N) |
|
| 6 | Look Back @ BUZ Column Name |
|
| 7 | Question Heading | Control |
| 8 | Option Type | L |
| 9 | Is Required |
|
| 10 | Can Mass Update |
|
| 11 | Clear value when Copied to new item |
|
| 12 | Is Not for Online Wholesale Ordering |
|
| 13 | Is Not for Shopping Cart Ordering |
|
| 14 | Use First valid Answer as default |
|
| 15 | Help Message |
|
| 16 | Picture URL |
|
| 17 | Answers from here down | Left Motor |
| 18 | Answers from here down | Right Motor |
| 19 | Answers from here down | Left Chain |
Now I want to add this product
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And it should look something like this
A | N | |
|---|---|---|
| 1 | Roller 01/01/2020 | Unique Option Name | CONTROLTYPE |
| 2 | Inventory Code for Pricing | MOT1 |
| 3 | Value applies to Price from Related Option Name |
|
| 4 | Related Column Data Field |
|
| 5 | Related Column is Add (Y) to else Set to (N) |
|
| 6 | Look Back @ BUZ Column Name |
|
| 7 | Question Heading | Control |
| 8 | Option Type | L |
| 9 | Is Required |
|
| 10 | Can Mass Update |
|
| 11 | Clear value when Copied to new item |
|
| 12 | Is Not for Online Wholesale Ordering |
|
| 13 | Is Not for Shopping Cart Ordering |
|
| 14 | Use First valid Answer as default |
|
| 15 | Help Message |
|
| 16 | Picture URL |
|
| 17 | Answers from here down | Left Motor |
| 18 | Answers from here down | Right Motor |
| 19 | Answers from here down |
Note: you cant have any options that are not the motor for this setup, if you have another option and select it the Motor inventory item will be added to the order
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You can also setup the question to have a quantity
A | N | |
|---|---|---|
| 1 | Roller 01/01/2020 | Unique Option Name | CONTROLTYPE |
| 2 | Inventory Code for Pricing | MOT1 |
| 3 | Value applies to Price from Related Option Name |
|
| 4 | Related Column Data Field | QTY |
| 5 | Related Column is Add (Y) to else Set to (N) |
|
| 6 | Look Back @ BUZ Column Name |
|
| 7 | Question Heading | Control |
| 8 | Option Type | L |
| 9 | Is Required |
|
| 10 | Can Mass Update |
|
| 11 | Clear value when Copied to new item |
|
| 12 | Is Not for Online Wholesale Ordering |
|
| 13 | Is Not for Shopping Cart Ordering |
|
| 14 | Use First valid Answer as default |
|
| 15 | Help Message |
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| 16 | Picture URL |
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| 17 | Answers from here down | 1 |
| 18 | Answers from here down | 2 |
| 19 | Answers from here down | 3 |
Hopefully this helps you design your questions and answers, if you need more information or have any suggestions feel free to email support@buzsoftware.com.au