Linking an Inventory Item to a Question
Purpose
The purpose of this page is to show users how to link an inventory item to an answer. There are various reasons for this being but not limited to
Adding a Price
Adding a cost
For reporting purposes
To change a status
In this tutorial I will not show you how the item will calculate, as there are many factors of which need to be discussed and you can find out how BUZ Calculates an inventory item by clicking here
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.
Group Options
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
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
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
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
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
There are a two different ways to add an inventory item to the group options
The first being to the Answer related to the inventory item
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 |
Example of the inventory item, the Description and ( Code ) in the red box
After the answer in the group options you will need to input a |
This is usually found underneath the backspace, you will most likely need to hold shift but not all keyboards are the same so you may need to read the keyboard manual (or google it)
Now we add the Code of the inventory item to the answer
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) |
|
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|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.
If you want another example or to see to find out how to add a Quantity question that relates to the inventory item Click Here
Add the inventory to the column - Option 2
For this example we will add the Inventory to the column and any answer will add the inventory
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
Input the Code for the motor - MOT1 is my code example
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
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 |
|
16 | Picture URL |
|
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