Home > SIX 2013 Documentation > User Guide > Catalog > Product Explorer > Editing Products > Accessories

Accessories

Feature

 

Accessories are Products or Labor Items that are associated with another Product/Labor Item in your Catalog.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/004_Editing_Products/Accessories/accessories_button.jpg

What are the benefits of this feature?

 

Accessories help you not forget to add Product/Labor Items associated with the "parent" Item.

When to use this feature?

 

When you want mandatory or optional Products/Labor Items to be associated with a "parent" item.

Details

 

You can add accessories individually to Products/Labor Items via the Edit Product or Edit Labor forms.

 

accessories on single product.jpg

 

When you wish to add the same accessories to multiple Products/Labor Items at once, use the Accessories button in the Product/Labor Explorer interfaces:

 

accessories button.jpg

 

This will open the Mass Update Accessories form:

 

mass update accessories form.jpg

 

Use the Add Product and/or Add Labor buttons to select the accessories you wish to add. You can choose to Append to the existing accessories or Overwrite the existing Accessories.

Prompt and Recommend

 

The Prompt and Recommend options allow you to customize your workflow when adding accessories. The Prompt option means that you will prompted for that Accessory when the "parent" Item has been added to a project. Unchecking this will cause the accessory to be added automatically to a Project when the "parent' Item has been added.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/004_Editing_Products/Accessories/prompt_and_recommend.jpg

 

The Recommend option means that when using the Prompt option, the accessory will be pre-checked to "Include" on the Add Accessories form when the "parent" Item is added to a Project. While adding you can uncheck any un-needed accessories for that Project.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/004_Editing_Products/Accessories/add_accessories_form_in_project.jpg

Summarize in Client Reports

 

The "Summarize in Client Reports" option will not show line items for the accessories to a "parent" Item.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/004_Editing_Products/Accessories/summarize_in_client_reports.jpg

 

The "parent" Item's price will have an asterisk next to it indicating that the price includes accessories.

 

summarize in client reports example.jpg

 

When "Summarize in Client Reports" option is unchecked, the accessories will display beneath the "parent" product. By default, pricing for the accessories will not display on the Proposal report.

 

showing accessorie no pricing.jpg

 

The Report Definitions for Proposal reports have a few options relating to Accessories.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/004_Editing_Products/Accessories/summarize_accessories_detail_prices.jpg

 

Summarize Accessories? - the default is "Item" which means that the report will treat each Item with Accessories based on the "Summarize in Client Reports" option. You can override this setting whenever you want by choosing "All" or "None".

Show detail pricing? - will display the price of Accessories when choosing to show Accessories on the report.

 

showing accessories w pricing.jpg

 

There is also a Report Setting named "Keep accessories with parent item. The default is "True" and setting this to "False" will not list the Accessories beneath the "parent" Item:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/004_Editing_Products/Accessories/report_setting_keep_accessories_with_parent_item.jpg

Last modified
09:50, 18 Apr 2014

Tags

This page has no custom tags.

Classifications

This page has no classifications.