Model, Machine, and Custom Options
Model, Machine, and Custom options are all designed to prevent the user from needing to create a new product code for products that have very few differences from another product. They also allow standardization of data entry for non-stock products that have many attributes that need to be specified.
Items are assigned to particular models by selecting a model in the item’s ‘Detail’ tab.
If model, machine, or custom options are going to be used, the ‘Model Options’ field should be added to most forms (see Changing Form Layouts).
Note: these options cannot be used to alter an item’s assembly. The same components will be used to create the product no matter what options are selected. For example; custom options may be used to specify a list of available colors for a panel that is special ordered, but they cannot be used to specify a list of available colors for panels that are produced as each color of panel needs to take stock out of a different coil code.
Model Options:
These options allow you to have options for an inventory item without having to set up an item for each option. Instead, you can create a model with certain options, then assign an item to that model to make all of the options for that model available for that item.
Model Options
Model options are options that can be selected or deselected when entering a line on an order or quote for an item assigned to that model.
Each Option will have an ID. This ID must be unique per warehouse. (The same ID could be used twice if on separate warehouses.)
The warehouse determines where the option will be available. If no warehouse is selected, the option will be available from any warehouse, unless there is another option with the same ID, and the correct warehouse.
Each Model Option is also assigned a level. This is used for ordering and grouping. If two options have the same level, only one is allowed to be used at a time.
If the default checkbox is selected, that option will default to True, and if two options are in the same level and one is set to default, then the user will be required to select one of them, and will not be allowed to de-select all of the options in that level.
Machine Options:
Very similar to Model Options except that they are assigned to a certain machine via the Production module. Assigning Machine Options will make those options available for any product being produced at that machine.
Custom Options:
Custom Options are options that can be set when entering a line on an order or a quote.
Each option name must be unique per warehouse. (the same ID could be used twice if on separate warehouses.)
Each option can be given an option set, which contains all the values allowed for that option.
If no option set is given, the value will not be limited to any list.
Options can be assigned a format: either Text, Integer, Decimal or Date.
The tag field is a value that will get replaced with the actual option value selected by the user, anywhere the tag appears in the description.
For example “Product Color: [COLOR]” would become “Product Color: Blue” if the user selected “Blue” as the option value.
Custom Options can be deleted if they have not been used. If they have been used on an order, they will get marked as discontinued.
