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Item Compatibility

Item Compatibility allows you to define relationships between items in your catalog. This feature aims to make product knowledge easier to capture and hand over, decentralizing the product setup process. By maintaining a centralized compatibility matrix within the system, product management teams can directly define how products interact, reducing the need for manual translation work during new product setups.

This is particularly useful for identifying:

  • Compatible Items: Items that are known to work together (e.g., mapping operating system and hardware/board compatibility).
  • Incompatible Items: Items that should not be used together.
  • Recommended Items: Items that are suggested for use with the base item.

Benefits

  • Centralized Knowledge: Moves away from decentralized sources like SharePoint or Excel spreadsheets into a single, accessible source of truth.
  • Sales Efficiency: Sales teams can quickly look up compatibility during the quoting process, ensuring accurate configurations without needing to consult product experts for every setup.
  • Scalable Setup: As more boards and components are added, compatibility can be updated in real-time, making it easier for various team members to contribute to the product knowledge base.

Managing Compatibility

Viewing Compatibility

To view the compatibility settings for an item: 1. Navigate to the Items list. 2. Select an item to view its Detail page. 3. Click on the Compatibility tab (or link).

The Item Compatibility Detail page shows all items that have a defined relationship with the current item, including the relationship type and any combined notes.

Adding a Relationship

  1. On the Compatibility Detail page of an item, click Add.
  2. Search for the item you want to link by entering a partial item number or description and clicking Search.
  3. Select the desired item from the search results.
  4. Select the Compatibility Type:
    • Compatible
    • Incompatible
    • Recommended
  5. Add any Notes regarding this specific relationship.
  6. Click Save.

Viewing Relationship Details

From the compatibility list, clicking Detail next to a relationship takes you to the Compatibility Relationship Detail page. This page shows: - Both the Base Item and the Compatible Item. - The Compatibility Type. - A history of all Notes added to this relationship.

Editing and Deleting Relationships

  1. On the compatibility list or relationship detail page, click Edit.
  2. You can update the Compatible Item by searching and selecting a new one.
  3. You can change the Compatibility Type.
  4. You can add a New Note to the relationship.
  5. To Delete the relationship, click the Delete button in the Edit view and confirm the deletion.

Usage in Quoting

When adding items to a Sales Quote, the system can utilize these compatibility rules to notify users of recommended additions or warn about incompatible selections, ensuring accurate and optimized configurations.