i work for a contractor where we have about a thousand items in our product list. there are times, when we have to group multiple items when we sell a service. for example, when we sale or generate a quote for a security system, there are some items that are common for each system like a controller, transformer, battery and so on. So instead of manually adding each item is it possible to create a kit, which includes the items and some default values i.e. quantity, price etc. This way we can just select the kit and if needed modify the default values only for the current entry.
I think the best method in this case is just to use an append query to automatically add rows of items (with default units and prices) to the order detail. You can give the user a form with checkboxes next to the items, and the user checks the items to be added.
In Richard's product groups, each group is assigned a name and ID, and that requires each group to have fixed content. But in Kazi's case, each group may have different content -- a set may have 2 controllers, 3 transformers, and 4 batteries, while another set may have 4, 3, and 2, or 1, 2, and 3, or 4, 5, and 6, etc. If these numbers are unpredictable, I'm not sure setting up product groups would help, because there could be a million different product groups due to the unpredictable units of items within each group.
I worked in apparel and I used Richard's method too, and so do many companies I imagine. But this method is useful only if a group of items have fixed content. In our apparel business, a 3-piece pant set was always a jacket, blouse, and pants. In grocery, a 6-pack toilet paper is always that.
Kazi Pappu 3 months ago
hi Kevin. thank you for the respond. in your case of 3-piece pant set of 1 jacket, 1 blouse and 1 pant if a customer was to add an additional pair of pants, was it possible to just change the pants quantity to 2 within the order on the fly without changing the default quantity of 1?
Kevin Yip 3 months ago
To add one more item to our pant suit, we would have to add that item manually. If a customer wanted only a jacket and blouse, we would have to enter jacket and blouse individually and manually. In our system, a set has fixed content, always. If we change the content, a new set (new product ID, UPC, etc.) needs to be created. This is how it's usually done in various industries. A 6-pack toilet paper always has 6; if you want 5, you buy them individually. From your description, it doesn't seem this applies to your situation, because your sets don't always have fixed content. You just want to save some time entering multiple entries with no fixed configurations. So I suggest an append query to add any item the user wants (via checkbox selections, or some other ways) to the order detail.
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