Adding a new Option/Component

Owned by Allison Derome (Unlicensed)
Last updated: Sept 22, 2020 by Alex Morrisson
3 min read

How to add a new Option or Component from start to finish

Step by Step instructions:

  1. Inventory Group → Which Inventory Group should the new option/component belong or do you need to set up a new one? IE: Options, Installation Options, General Options.
  2. Option Items → As these can't be ordered on their own they need to be set up with just a code and description.  The Inventory item code will also be used for the Pricing Coefficient and in Group Options to link the Inventory item and pricing. Eg: OPMOTOR (OP to recognise this is and Option)
  3. 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. 
  4. Group Options → What are the questions you need to ask the customer to include the extra Option prices ?
  5. Job Sheets → What information do you want to be on your job sheet?
  6. Bill Of Materials → Will this need to be added to your BOM?

To go through adding a new Option this flow chart may make it easier to follow. This also has links to each section for more detail.

Inventory Group

Only required if settings up a new option product group.

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.

For Option Items you will only need to enter in a Code and a Description as these items are ordered as part of the Product and not the main item.

Price Grids Cost Grids and Pricing Coefficients

Price Grids /Cost Grids and Pricing Coefficients can be added to all Option Items to price each item correctly.

Group Options

Group Options are the Questions that are specific to each Product. Within these questions you can add in your Option Items and they will then price as you have set them to.


Job Sheets

Job Sheets are used to output data from processed orders, create production labels, and BOM (Bill of Materials), these will need to be checked to ensure the new Option items are printing as required. 

If you add a new column or there is a complex formula you will need to update the Jobsheet so the new Inventory Item will populate into the data and print in the job sheet.