Administration - Smart Quote : Sku Items (Example)

This example demontrates how SKU items can be configured and added to a Sales Quote or Sales Order. Sku items unlike Configured Line Items do not have a router with an associated Bill of Materials.

This setup requires:

Attributes

Create a SELECTED Attribute of type TEXT called POWERCORD wity Entry Type DROPDOWN. This will determine whether to add the power cord item to the Items list. Update the Default Values from the Detail view to add a valid value set called Default with values N, Y.

Rules

Three rules are required: 1) Add Unit, 2) Add Power Cord.

1) Add Unit (Base Item)

when
    var config = Configurator();

then
    config.AddSku("ABCD-WXYZ", 1.0m); // P/N, qty 1

2) Add Power Cord (with Custom Price)

when
    var config = Configurator();
    var cord = Attribute_TXT(x => x.NameIs("POWERCORD") && x.ValueIs("Y"));

then
    // Adds a SKU with overridden description and margin-based pricing
    config.AddSku("ABCD-CORD", 1.0m)
          .Description("Premium Power Cord (6ft)")
          .Cost(5.00m)
          .Margin(0.50m); // Price = 5.00 / (1 - 0.50) = 10.00

Validate

Validate the Smart Quote setup to ensure there are no errors.

Test

Click on the Test button in the ADMIN view to test.

Sku Items show differently on the Smart Quote view (QR code icon instead of brain icon):

Sales Quote

Sku Items have a different icon in the Lines & Items section (QR code icon instead of brain icon):