vtiger510:Feature Product Bundles
From http://wiki.vtiger.com/archives
| Faq | Howto |
Contents |
About
Feature to have sub-products for products and select the products into cart when creating an SalesOrder, PurchaseOrder,Invoice or Quote based on the hierarchy.
Working
This feature provides user to have sub products under a product where the subproducts for a product are shown in related lists under the list 'Product Bundles' and The parent products are shown under the list 'Parent Products' . This Hierarchy is used when adding products to cart in Invoice, Quote, PurchaseOrder and SalesOrder. You can add multiple products at a time. In Product Selection Popup, only the parent products are shown in main list where user can use the link 'Sub Products' to get list of sub products of a product and can select products from that list. If a Parent product is added to the Cart, the sub-products of that Parent Products will also be shown under the Parent Product.
Steps to Create Product Bundles
- Go to Inventory->Products. Click Add button as shown in below fig.
- Providing values for all the required fields, you can create a product from Create View as shown below
- Once The Product creation is done, go to DetailView of the Product or go to detail view of an existing product and Click on More Information Tab as shown below
- Now Under More Information Tab Under the List Product Bundles, the products can be selected from existing products as well created new product
- Add Product takes you to create page, once the creation is done you will get the newly created product in the list. Select Products opens a popup where you can select the products that can be sub products as shown in fig below.
- Once the selection of products or creation is done, they are added to the 'Product Bundles' List as shown below.
- Now when you go to More Information tab of the sub-products, all the parent products will be shown under the list Parent Products as shown below
| NOTE:
A sub product can never be a parent product and a parent product can never be a sub product |
Selecting Product Bundles in Inventory
- While creating or Editing a Quote/SalesOrder/PurchaseOrder or Invoice, when adding products to inventory cart, if the selected product is a bundle all the sub products will be shown under the product as shown below.
- Similarly in DetailView it will be shown as in figure below.
- You can even select sub products instead selecting the whole bundle, by clicking on sub products link. If there are no sub products it will be shown as 'Not a Bundle' . The view is as shown in the figure below.
- Once you click on Sub Products link you can select the products from the list of sub products for the main product.
| NOTE:
Depending on the setting you have made for the product reduction, the quantity you select for main product will be reduced even from sub products. By default when creating an invoice the products as well as their sub products will be deducted. |
