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 https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/716177663

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.

Open

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

Open

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

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

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

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

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

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