This guide explains how to create models from a product by defining properties and values. The guide includes creating, managing, editing, and selecting models for use.
CONTENTS
- Example of a model variation
- Formation of model price
- Bulk handling of models
- Models in use
- Creating models
- Properties and values
- Actual creation of models
- Removing incorrect models
- Creating specific combinations
It is possible to create different model variations from a product. This is based on the properties defined for the product and their values. The models of the product are thus "different options" of the same product, for example, the size and color of the product can change.
You can read more about properties and adding them to a product in our Properties, values, and value sets guide.
Example of a model variation
The example product is a shelf available in two widths (100 cm and 50 cm) and two colors (gray and brown).
Property and value options
- Width: value 100 or 50
- Color: value brown or gray
From these, it is possible to create 4 different models ("i.e., property combinations")
- width 100cm, color brown
- width 100cm, color gray
- width 50cm, color brown
- width 50cm, color gray
Formation of model price
It is possible to assign coefficients to the values of properties and determine their absolute impact on the price. In a model, which is a combination of these different values (e.g., 100cm and gray), the price is formed from the product's base price using these coefficients and changes.
Bulk handling of models
Models can be handled in bulk in the processing basket, like individual products. Additionally, information can be updated for models on the main product's product card, where the models' own product cards are compiled.
Models in use
From the models created for a product, it is possible to separately select which are in use and which are not. In the main view of the main product (the first tab of the product view), only the models in use at that moment are shown in a table.
If a model ceases to exist, i.e., it is no longer delivered, the model should be removed so that it cannot be used incorrectly. This can be done from the main product's Properties and models tab, where the model can theoretically be removed from the red cross behind it. This is possible if the model has not been used, i.e., there are no historical traces in the purchase or sales ledger. Most likely, removal is not possible, and the model can only be deactivated in the following way.
Selection/management
The selection of models in use is done from the main product's properties and models tab.
By default, all created models are available.
If a model is no longer desired to be available, the selection is removed from it, and the selections are saved. After this, the deactivated models are shown separately in the table. These models can no longer be sold or ordered. If they have been used in the purchase or sales ledger, they cannot be completely removed, but only deactivated due to the preservation of historical data.
Initial situation
Remove the selection from the bottom row and press the save button.
In this case, the model becomes passive and is no longer selectable for sales, procurement, or inventory handling. A passive model can be restored to active by checking the selectable state below the model and pressing the save button.
Creating models
The creation of product models is done from the product's properties and models tab.
Note: Models can only be created for an unused product that has not had sales, purchase, or inventory transactions formed in the system. If such a product is to be converted into a model structure, a new version must be made of it.
You can only create models for a product that has not been used in the purchase or sales ledger. If the product itself has been sold, for example, models can no longer be created for it, making the product a main product, and its models become actual sellable products. This situation arises if the structure is attempted to be modified later. Due to conflicts, a new version of the product must be created, and the desired models can be built for this new version.
Example (goal)
There are, for example, the following combinations of the product:
- width 50, color brown
- width 100, color brown
- width 100, color gray
Properties and values
Creating models is based on combining properties and their values, so the main product must have the necessary properties selected and the necessary values chosen for them.
See more information about creating properties and selecting them for products in our guide: Properties, values, and value sets
Actual creation of models
When suitable properties and their values (with possible price changes) are set, the actual creation of models can begin.
Models are created by selecting the desired values from each property box and pressing the Create models from selected button. The function creates all possible value combinations (i.e., models) from the selected values.
1. Select from the values picked for the main product, which ones you want to use.
2. Press the "create models from selected" button.
3. See the model variations formed from the properties and values.
>> FORMED MODELS
- width 50cm, color brown
- width 50cm, color gray
- width 100cm, color brown
- width 100cm, color gray
Removing incorrect models
If there are only a few combinations that are not in use, it is easier to create all possible combinations and then remove those that are no longer valid. For example, in the example, the gray shelf is only available in 50cm width. The incorrectly created model can thus be removed from the cross behind it (the one with a height of 100 cm and color gray).
If a model has been used before but will not be in the future, it can be deactivated but not removed if it has been used in the sales or purchase ledger.
Removal is done from the red cross button at the end of the row. The model can be edited from the edit button next to it.
Creating specific combinations
If there are only a few possible combinations and the above creation method would mean removing most of the created models, it may be faster to directly create the correct existing value combinations.
For example, first create 100cm wide shelves, which are available in both gray and brown.
>> FORMED MODELS
- width 100cm, color brown
- width 100cm, color gray
Then create 50cm wide shelves. In the example, these are only available in brown. So select the correct height and only one color instead of both.
>> FORMED MODELS
- width 50cm, color brown
The user now has the models created according to the goal.
From the created models, it is possible to select which ones are actually in use. Thus, the user can create all possible combinations and deactivate the few that are not actually available. If a created model becomes relevant later, it can simply be selected for use.
Models on the report
Below is an example from the product statistics by group report. The main product is pants, which includes different models as sizes. Models have been sold on invoices, and the report updates the quantity sold for the main product as the total quantity sold for all its models.
Keywords: model, model variation,
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