CONTENTS
- Implement, enable, activate, start using
- Permissions
- Planning
- Implement, enable, activate, start using steps
- Implement, enable, activate, start using steps 1/2 - fundamental settings
- Implement, enable, activate, start using steps 2/2 - creating the product range
This help explains the implement, enable, activate, start using of extended product management in Netvisor. The help describes the prerequisites for use, the permissions required for use, and the implement, enable, activate, start using steps one by one.
Implement, enable, activate, start using
Implementing extended product management in new companies requires the Professional package. The package can be activated from the Netvisor Store. Extended product management is activated in all new Professional packages and when a customer switches from a smaller package to Professional. Existing Professional customers can get extended product management by contacting customer support. Once extended product management is activated, it can no longer be deactivated. Extended product management is also included in the Premium package if the company has this in use.
Impact on importing sales invoices from the interface
The unit information of sales invoice products is retrieved directly from Netvisor. If you import sales invoices into Netvisor via integration and the sales invoice message contains product unit information, the system does not use the unit information in the invoice message on the invoice, but the unit is retrieved from the product in Netvisor.
Permissions
Before the actual implement, enable, activate, start using steps, it is a good idea to consider who is allowed to do what and define the corresponding permissions for users.
Planning
Implement, enable, activate, start using and new products should be carefully planned. Planning takes time, but later, when new products are already in use, changes can be difficult. Map out the future product range, i.e., think about the products and how they can be built using the new product management. Create attributes accordingly and assign the necessary values to them.
Implement, enable, activate, start using steps
Below you can see the actual implement, enable, activate, start using steps. Take time for planning before the actual implementation.
Implement, enable, activate, start using steps 1/2 - fundamental settings
Before creating the product range, make the necessary settings that are needed when creating the product range.
Units
Create the necessary units. Determine for each unit whether it is measured in decimals or whole numbers. This setting affects the availability calculation of composite products, i.e., whether a product composed of sub-products is in stock, for example 0.5 or 1 piece.
Attributes, values, and value sets
Create the necessary attributes and define their current values. If necessary, create smaller value sets for attributes. Attributes and values are needed to create product models, because models are combinations of different attribute values of a product (for example blue S, blue XL, red S, red XL). Default attributes with possible values can also be set for product groups. In that case, a product created in the product group gets the preset default attributes, which speeds up product creation.
Product groups
Product groups should be created before products, because a product is assigned to a product group to which it belongs. The selection determines what kind of product it is and brings default attributes to the created product if such have been defined for the product group. Extended product management enables building hierarchical groups.
Grouping criteria
A product can belong to only one product group, but various grouping criteria can be defined for the product as text information. Grouping criteria can be used for searching and grouping products, allowing products to be grouped across according to desired criteria.
Additional information fields
The user can create necessary additional information fields that can be selected for use on a product. This way, the necessary information can be added to the product according to individual needs.
Price groups
Create price groups. After this, created products can be linked to the created groups with desired coefficients.
Customer-specific prices
Customer-specific prices can directly determine the product price for a specific customer in a specific price group. This can be done by directly giving the desired price or by using coefficients. Prices can be set after creating the product, but the same price groups as above are used for the setting. If you want to use price groups, make sure that they have been created in advance.
Procurement information
Set up the vendor register. The remaining procurement information can be entered when creating the product.
Stock management
For stock management, at least one stock must be created. Shelf locations (product location in the stock) can be created for the stock location, and this information can be set for the product. The information is used, for example, on the picking list.
Implement, enable, activate, start using steps 2/2 - creating the product range
Creating the product range
Once the necessary fundamental settings have been made, you can move on to the actual creation of the product range.
Options enabled by the product structure in creating the product range
In addition to individual products, extended product management allows products to be formed into models using attributes and their values to identify different variations of the product. Additionally, extended product management allows the formation of a final product, i.e., a composite product, from several sub-products that can be thought of, for example, as components, raw materials, or individual products or models that make up a product package.
Product options are as follows:
- Individual product
- Models formed from the product
- A composite product item that is itself stocked, formed from sub-products. Example: raw materials + components => finished product, where after the manufacturing entry, the composite product is handled as an independent product item at the time of use (sale).
- A composite product item that is not itself stocked (virtual), formed from sub-products. Example: a product package formed from several products, where in stock events, the sub-products linked to the composite product item are handled at the time of use (sale).
- Composite product items can also be formed from existing models by linking sub-products to the product models.
- Composite product items can be linked as sub-products to another composite product, allowing the construction of a complex composite product structure containing multiple handling levels.
Building models, examples
Example product and possible models describe how example products can be built in the new modular product structure.
Initial situation (products to be added to the new structure)
The user has different products, for example 8 pieces, where color and height vary. The new structure enables building these using models.
The example products used are the shelves below.
Common attributes and their value options can be extracted from the shelves as follows:
Attributes: value options
- Width: 100 or 50
- Height: 40 or 20
- Depth: 30
- Color: brown or gray
There are 8 possible models (combinations).
Example: into two products based on one attribute
An attribute can be selected based on which a product is created. In this example, options include width or height. This way, the number of product models can be reduced. Reducing one option halves the number of possible models in this situation.
Product: Shelf, height 20
Attributes: value options
- Width: 100 or 50
- Height: 20
- Depth: 30
- Color: brown or gray
There are 4 possible models (combinations).
Product: Shelf, height 40
Attributes: value options
- Width: 100 or 50
- Height: 40
- Depth: 30
- Color: brown or gray
There are 4 possible models (combinations).
Example: into four products based on two attributes
Create four products so that only the color remains to be selected.
Product: Shelf, width 100, height 20
Attributes: value options
- Width: 100
- Height: 20
- Depth: 30
- Color: brown or gray
There are 2 possible models (combinations).
Product: Shelf, width 50, height 20
Attributes: value options
- Width: 50
- Height: 20
- Depth: 30
- Color: brown or gray
There are 2 possible models (combinations).
Product: Shelf, width 100, height 40
Attributes: value options
- Width: 100
- Height: 40
- Depth: 30
- Color: brown or gray
There are 2 possible models (combinations).
Product: Shelf, width 50, height 40
Attributes: value options
- Width: 50
- Height: 40
- Depth: 30
- Color: brown or gray
There are 2 possible models (combinations).
This way, structural products can be utilized, and instead of eight products, there are, for example, only 2 or 4 actual products, and these have different models.
Sub-products and composite products
Extended product management enables hierarchical construction of products, i.e., a product can be composed of other products.
Composite product = product or model that consists of other products or models (an item that bundles other products or models together).
Sub-product = ordinary product or model that is involved in constructing a composite product.
Composite product
A composite product refers to a product or model to which other products are linked. If, for example, the parts of a shelf are to be considered as separate products (for example shelf board, frame, back panel, and leg), they can be created as individual products with possible models and then a shelf product can be created that consists of these parts. In that case, the shelf is a composite product that consists of other products (sub-products).
A composite product can be virtual or stocked (physical).
Stocked/physical
A stocked composite product is assembled from sub-products, and the stock quantity of the sub-products has already been reduced at the time of assembly. From the perspective of stock management, the composite product has therefore already been formed, and the stock quantity of the sub-products is not reduced again at the time of use.
Virtual
A virtual composite product is an item whose sub-products are stocked, but the composite product itself is not stocked. The product is assembled from other products at the time of use, and the stock quantities of the sub-products are reduced only at the time of use.
Sub-product hierarchy
The depth of the hierarchy is not limited, so composite products can also be bundled into new composite products if desired. A finished shelf can belong to a larger entity consisting of, for example, a showcase, a shelf, and a wall shelf. Similarly, a product that is a sub-product can be composed of smaller parts, such as a lamp attached to the ceiling of a showcase.
Frequently asked questions
Question: What does the implement, enable, activate, start using of extended product management in Netvisor require?
Answer: Implement, enable, activate, start using extended product management in new companies requires the Professional package or the Premium package. The Professional package can be activated from the Netvisor Store, and existing Professional customers can get extended product management by contacting customer support.
Question: Can extended product management be deactivated after implement, enable, activate, start using?
Answer: Once extended product management is activated, it can no longer be deactivated.
Question: How does extended product management affect importing sales invoices from the interface?
Answer: The unit information of sales invoice products is retrieved directly from Netvisor. The unit information given in the invoice message is not used; instead, the unit comes from the product in Netvisor.
Question: What settings are required before creating the product range?
Answer: Before creating the product range, units, attributes, values and value sets, product groups, grouping criteria, additional information fields, price groups, customer-specific prices, procurement information, and at least one stock for stock management must be created.
Question: What is the difference between a stocked and a virtual composite product?
Answer: In a stocked composite product, the stock quantity of the sub-products is reduced already at the time of assembly, and the composite product is handled as an independent item. In a virtual composite product, the sub-products are stocked, but the composite product is not; the stock quantity of the sub-products is reduced only at the time of use.
Question: Can a multi-level sub-product hierarchy be built for products?
Answer: Yes. The depth of the hierarchy is not limited, so composite products can be bundled into new composite products, and a product that is a sub-product can in turn be composed of smaller parts.
Keywords: implement, enable, activate, start using, implement, enable, activate, start using steps, product, composite product, sub-product, model
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