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Alternate Products

Feature

 

Alternate Products can be added to Products within a Project. Alternate Products are only displayed on Proposal reports and their pricing is not calculated into any totals on the report. A Product can have multiple Alternate Products.

What are the benefits of this feature?

 

Alternate Products are one way to provide options within a Project, not to be confused with Optional Items.

When to use this feature?

 

When you wan to give your clients a choice between Products.

Details

Project Explorer

 

Alternate Products are not stored in the Catalog, they are project specific. Once added to a Project, a Product will have an Alternates tab:

 

alternates tab.jpg

 

Here you can Add/Edit/Delete Alternate Products.

 

 

You can also add Alternate Products to multiple Products at a time via the [Alternates] button on the Tools tab:

 

 

In the Project Editor, Alternates display beneath the "selected" Product:

 

 

The default color of an Alternate row is shown above but you can change this via an Application Setting.

 

Under the Layouts tab you can choose whether or not to display Alternates Products in your Project Grid:

 

Promoting an Alternate Product

 

If a choice is made to use an Alternate Product over the "selected" Product, you can promote the Alternate to be the "selected" Product via the [Promote] button on the Tools tab:

 

 

You can also access this via a right-click on the Alternate Product:

 

 

When you promote an Alternate Product, you are prompted with options:

 

 

Maintain Installation Price

This option will allow you to not affect the price of the Project by maintaining the installation price of the Product being demoted

 

Keep Accessories

This option allows you to maintain the accessories of the Product being demoted and associate them as accessories to the Product being promoted

 

Discard other alternates

This option will remove the demoted Product as well as any other Alternate Products

Discarding Alternates

 

If at any time you want to remove Alternates from a Project, you can remove just the selected or all Alternates via the Tools tab:

 

 

Note: Discarding Alternates does not count towards Change Order report run against Revisions.

Proposals

 

The only reports that "recognize" Alternate Products are the Proposal reports in SIX. Alternates display beneath the "selected" Product with the title "Alternates". If price that displays is the difference in price between the Alternate and the "selected" Product. If the difference in price is positive, the word "Add" displays by the price difference. If the difference in price is negative,  the word "Subtract" displays by the price difference.

 

alternates example on report.jpg

alternates example on report 2.jpg

 

You can change the wording and color for Alternate Products via Report Settings:

 

 

On the Reports tab you can choose not to display Alternates on your Proposals:

 

include alternates report setting.jpg

 

You can also choose not to include Alternates on a Proposal via a Parameter within the Report Definition:

 

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Last modified
09:11, 9 Jun 2014

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