Overview
These are the questions and available answers for each inventory Group used in Quoting.
To get to group options go to:
Settings → Inventory Settings → Group Options Tab click here for more help on Import and export of group options.
The Options are loaded with a date that they apply from and Order Date Entered is used to indicate the Options to be used. This is done so that as products change over time with Options being added and removed old orders are still valid and new Options can be loaded in advance of the release.
On this page:
For the Groups options video click here
Checking the Options being used at a Date.
Step 1 is to "Download current layouts" with "Date as at" the Order Entered Date in question.
In cell A1 on each tab is "BUZ Unique Option Name as at 4/11/2013" which is the used as the commencement date for these Options.
Settings → Inventory Settings → Group Options
Setting up Option Questions in an Excel Spreadsheet
Inventory Group Tabs
The first step usually would be to export the current Group Options (questions) are setup. Typical filename is 20131214_CurrentLayout_BUZ_YourCompanyName.xlsx and we recommend saving it in the data folder C:\Dropbox\BUZ\Customer Folders\YourCompanyName\Layouts.
Tabs are added for each Inventory Group that can be ordered and the tab is labelled the same as the code for the Inventory Group. E.g. ROLL = Rollers
Each column represents a question and the possible answers (Options or Attributes) except for column A which are descriptions for the row's data. The order left to right is important for example a quantity question will apply to the main product and all those to the right of it, those to the left would get the default value of 1.
Below is an example of the questions but this explanation should be read in conjunction with a working Layout.xlsx:
****Note These characters cannot be used in the text of options: / | ’
Column A is used to describe the purpose of the row, therefore the Options start in column B.
Note Cell A1 also has the date that theses Options are to take affect from, when making corrections to Options it is important to use the same date otherwise it becomes another set of options and may not effect all the desired orders.
Row 1: Each column of row 1 is the Key Word for that option item. Key Words must only appear once for each product (worksheet) and must not contain $. Below is a table of Key Words with special significance. Key Words are used to fill in the Job Sheet and for pricing. If 2 columns are to apply to the same field add # and a unique number on the end of the Key Word e.g. DESCN and DESCN#2 where DESCN is a list of locations and DESCN#2 is a typing field if "Other" is selected.
Key Word | Function | Details | ||||
|---|---|---|---|---|---|---|
DESCN | Description for Order Line usually Room/Location | List of options listed underneath. | ||||
ITEMWIDTH | Width required, used for price calculations | If omitted is set to one (1). | ||||
ITEMHEIGHT | Height/Drop required, used for price calculations. | If omitted is set to one (1). | ||||
ITEMDEPTH | If depth is required or can be used for price levels. | If omitted is set to one (1). The Depth Answer can not start with a number after the Depth IE: | ITEMDEPTH | ITEMDEPTH | ||
| ARMS | ARMS | |||||
| L | L | |||||
| Correct way | Incorrect way | |||||
1. Length 150mm | 1. 150mm | |||||
2. Length 300mm | 2. 300mm | |||||
3. Length 450mm | 3. 450mm | |||||
4. Length 600mm | 4. 600mm | |||||
QTY | Quantity of this item. | If omitted is set to one (1). | ||||
RRP | Price before any discounts. | |||||
| UNITCOST | Cost Price | |||||
AMT | Price after standard discounts. | |||||
| CODEPART1 | Get Code of Material selected | Mostly used for Options that depend on the Material chosen e.g. Rail Road Y/N option only available for some fabrics. | ||||
| CODEPART2 | Get Code of Material Type selected | Restrict Options available based on the Material Type selected in the same way as Options that depend on a previous option selected. | ||||
| CODEPART3 | Get Code of Colour selected | As with CODEPART1 and CODEPART2 used for Options that depend on the Colour selected. Note not everyone uses Colour for colour, it might be Hinged or Sliding. | ||||
| DESCNPART1 | Get description of Material selected | Functions the same as CODEPART except use the full Material Description. | ||||
| DESCNPART2 | Get description of Material Type selected | Functions the same as CODEPART except use the full Material Type Description. | ||||
| DESCNPART3 | Get description of Colour selected | Functions the same as CODEPART except use the full Colour Description. | ||||
| INSTALLATIONJOB#NOTES | Dispatch Notes | Only active in "Product" Groups - Dispatch notes to appear per line item. | ||||
| INSTALLATION#DESCN | Installation Note | Only active in "Extra" Group - Notes will show in dispatch and on the Work Sheet that can be printed in the Dispatch area. | ||||
Rows | ||||||
1 | This is the Key Word (Name) for this column (Option). | So KEYWORD (not case sensitive) is the Key Word (Name) for this option and must be unique for this tab (Product Type/Inventory Group) | ||||
2 | This is the Inventory Item Code for pricing. It can be omitted. | To indicate the inventory item code to be used to look up pricing for all group option answers add 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. Typical usage is Freight Product Code here, AMT as Field and the response is the price. Also can be used in the ITEMWIDTH Field to calculate a price based only on the width of an item | ||||
3 | The column Key Word that which provides the product code for pricing which can be this column. | So if this is the quantity for a previously selected option this tells the system which option it applies to. | ||||
4 | The field on the previous option’s charge record where answer is to be saved. | Format is pipe character “|” then the Type Word which can be QTY, ITEMWIDTH, ITEMHEIGHT, ITEMDEPTH, RRP, AMT. are Key Words. | ||||
5 | Add value to Saved Field (Y) else Clear and then add (N or blank). | This applies to text as well as numbers. | ||||
6 | The Look Back column that the option relates to. | The column that restricts the options available are dependent on (restricted by). | ||||
| 7 | The question to display to the user. | e.g. Location | ||||
Row 8 is the command that sets the data type, required, see table below for command details.
Character | Function | Details |
|---|---|---|
L | Drop Down List | List of options listed underneath. |
$ | Text box | |
R | Integer (no decimals) with a 2 sets of number ranges and messages | Used to warn not recommended sizes and the second set for not allowed. Not allowed is also indicated by there being no price. |
& | Integer input | Number |
# | Decimal input | |
| example fo entry -50 | ||
N | Notes | |
H | Heading | Heading only so options can appear grouped. |
F | File Upload | Uploads file to attached files for that order |
Row | Function | Details |
|---|---|---|
9 | Is Required | Enter Y if Option must be answered if available (enabled). |
| 10 | Can Mass Update | This is for future functionality. |
| 11 | Clear value when Copied to new item | Enter Y if the Option is to be cleared when copied from another line item. |
| 12 | Is Not for Online Wholesale Ordering | These Options are for internal use e.g.manufacture or buy-in |
| 13 | Use First valid Answer as default | Enter Y if the first available answer is to be displayed by default. |
| 14 | Help Message | Text of a message to be displayed when the ? at the end of the line is clicked, ? is not displayed if there is no message. |
| 15 | Picture URL | Display a picture specific to the option such as a technical drawing of a bracket. |
Rows 16 and below list options for both ‘L’ and Look-Back commands. These can consist of up to 3 sections separated the vertical line (Known as the Pipe character| ) The parameters are explained using the following example:- LEFT CHAIN|Stainless Steel|OPCHASSTL
V Options | Lookup options |
|
|---|---|---|
LEFT CHAIN | This means that this option is only to be shown if the value selected in the Look-Back option matches it. | So if LEFT CHAIN (not case sensitive) was chosen in the previous option then Stainless Steel will be in the dropdown for them to choose. |
|Stainless Steel | This is the text that will be presented in the list to the person entering the item. | |
|OPCHASSTL | Inventory Code for pricing. This is the second option for L or third for V is used. | 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. |
In the example below the PELMET requires an independent value to the Blind or Curtains Width
- Look back at BUZ Column Name - PELWIDTH is looking back at the PELTYPE and if the answer is "Yes" in PELTYPE then is makes the PELWIDTH avilable to answer
- Value applies to Price from Related Option Name - This means that the value of the selection in PELWIDTH is coming from the answer in PELTYPE
- Related Column Data Field - adding ITEMWIDTH here means that this column is being treated as an ITEMWIDTH and the price can use this field to calculate the Width price
| 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 (Y) to else Set to (N) | ||||
| Look Back @ BUZ Column Name | PELTYPE | 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|OPPEL | YES| | Both | BOTH| |
| Answers from here down | No | Left Only | LEFT ONLY| | |
| Answers from here down | Right Only | RIGHT ONLY| | ||
| None | ||||
In the example below the PELMET (or any other inventory item) will use the values already entered for the product ie the products Width
- An Inventory Item with a Co-efficient or Price grid needs to be created - for the example below the inventory item code is OPPELMET1
- The Inventory item code is to be in the Inventory Code for Pricing row.
| BUZ Unique Option Name as at 9/8/13 | ITEMWIDTH | PELMET |
| Inventory Code for Pricing | OPPELMET1 | |
| Value applies to Price from Related Option Name | ||
| Related Column Data Field | ||
| Related Column is Add (Y) to else Set to (N) | ||
| Look Back @ BUZ Column Name | ||
| Question Heading | Width | Pelmet |
| Option Type | R | L |
| Is Required | Y | Yes |
| Can Mass Update | No | |
| Clear value when Copied to new item | Y | |
| Is Not for Online Wholesale Ordering | ||
| Is Not for Shopping Cart Ordering | ||
| Use First valid Answer as default | ||
| Help Message | ||
| Picture URL | YES| | |
| Answers from here down | 1000 | |
| Answers from here down | 2800 | |
| Answers from here down | Not Recommended | |
| 1000 | ||
| 3000 | ||
| Invalid size |
Example of dependent Options
A | Y | Z | AA | AB | AC | AD | AE | AF |
|---|---|---|---|---|---|---|---|---|
| BUZ Unique Option Name as at | ANGLECOLOUR | SPECIALCOLOURANGLE | PARTS1 | SIZE1 | PARTS2 | SIZE2 | PANELQTY | HARDWAREQTY |
| Inventory Code for Pricing | ||||||||
| Value applies to Price from Related Option Name | ANGLECOLOUR | ANGLECOLOUR | ||||||
| Related Column Data Field | ITEMWIDTH | ITEMWIDTH | QTY | |||||
| Related Column is Add (Y) to else Set to (N) | N | Y | ||||||
| Look Back @ BUZ Column Name | ANGLEREQUIRED | ANGLECOLOUR | PARTS1 | PARTS2 | PANELQTY | |||
| Question Heading | Angle Colour | Special Colour | Parts | Size | Parts | Size | Panel Qty | How many Hardware sets required? |
| Option Type | L | L | L | L | L | L | L | L |
| Is Required | Y | 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 | 1. | 1.|1|OPHRW |
| 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 | 4 | 1.|2|OPHRW |
| 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 | 1.|3|OPHRW | |
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 | 4.|1|OPHRW | ||
SPECIAL COLOUR|Anotec Off White 51271 | 12*40 | 12*12|4000|OPP12/12/40 | 12*40 | 12*12|4000|OPP12/12/40 | 4.|2|OPHRW | |||
SPECIAL COLOUR|Anotec Silver Grey 51272 | Patio Bolt|OPPATBOL | 12*12|4500|OPP12/12/45 | Patio Bolt|OPPATBOL | 12*12|4500|OPP12/12/45 | 4.|3|OPHRW |
Column Y ANGLECOLOUR, List, required that only shows if YES was selected in the previous and Special Colour is a surcharge on the following options and the price comes from product OPANGSPECOL.
Column Z SPECIALANGLECOLOUR, List, Required that only shows if SPECIAL COLOUR was selected in the previous column.
Column AA PARTS1, List, optional and will always show.
Column AB SIZE1, Required, options depend on what was selected in PARTS1 column. Selected value will SET ITEMWIDTH of ANGLECOLOUR 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.
Column AC PARTS2, List optional and will always show.
Column AD SIZE2, Required, options depend on what was selected in PARTS2 column. Selected value will ADD to ITEMWIDTH of ANGLECOLOUR 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.
Column AE PANELQTY, List, optional and will always show.
Column AF HARDWAREQTY, List, optional, options depend on what was selected in PANELQTY column. Selected value will SET QTY, which is for product OPHRW. It will generate a charge based on the number of sets required depending on the option selected.
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 |
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 Item Code for Pricing - OPEXCST
- Related Data Field - UNITCOST
- Option Type - needs to be an integer either a manually entered number (&) or selected from a list (L)
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.
Note: First column CANNOT be a Header (H) Option type column.
| 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.
The Marketing questions are in the same format as all the other group options.
To find out more about the Marketing sheet Click here
Picture URL
You can use a picture URL from your website or using a file uploader like https://imgbox.com/ or www.imgur.com .
Please note http://tinypic.com/ is closing down in 2019.
- Right click on the image and select copy image address
2. In your questions layout exported from BUZ, paste this link in row 16 “Picture URL”
3. Import back into BUZ and the image icon with appear next to your question in quoting
4. Import the layout back into BUZ
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.
Group Options webinar
Click on the link Group_Options.swf and download the video to see an overview of Group Options.