How To Configure
Introduction
This document outlines how a user can configure an option set to cater to the parent-child relationship for products. This will guide the user on adding different types of options/attributes to customize a product or a product range. These can be configured and managed through the Attribute / Option Set Maintenance option.
This document will also elaborate on the various ways option sets can be used in a sale transaction. Through which the parent product or the child product can be set individually for each item or both types of products with the following:
-
Manual Basket-level Discounts
-
Allow Promotions
-
Allow Returns
-
Allow different prices per item/s
-
Allow Single Mixed-rate Tax Calculation per item/s
-
Allow Option Sales type per item/s.
Key details and the configuration of each function will be explained in the document and will walk the user through all basic elements of the product option set.
Overview
Following common configurations should be applied to work with the Product Option set.
Product – Product maintenance is where products are configured; and will contain all the required attributes.
Product List – A Product can be listed according to the specific context and includes a set of properties in common.
Option Set – The Option Sets function is used to systematically configure Parent-Child products.
Product Price – Each product may have a retail price assigned to it.
Configuration Steps
Product Maintenance
Products are configured based on a set of specific attributes and characters in the application and identified to the software through a unique Product ID. The Products Maintenance provides a list of configurable attributes for a product.
The process to configure an Option Product type follows all the steps described for a standard Merchandise Product type.
The Product Maintenance application can be accessed through:
Configurations-> Merchandise -> Products
To create a new Option Product, select Create a new Product on the Product Maintenance page.
Select Merchandise Product from the Product Type drop-down.
No selection should be made for Template. The creation and use of Templates are covered in a separate How-to Guide.
Enter a unique Product ID for this product that can be alphanumeric and contain a maximum of 20 characters.
Select Create.
* The Product ID cannot be changed once the Product has been created.
Numerous tabs and sub-tabs are presented under product maintenance. This guide is focused on the core aspects that are required to create Option Products against Merchandise Products and the key tabs considered are General, Prices, Selling Options and Tenders.
Product – General – General sub tab
The General tab has all the basic information that captures the identity of the Product.
Set the appropriate values on the** General **tab as follows:
|
|
|---|---|
|
|
| |
|
|
| |
|
|
|
|
|
|
|
|
|
|
Product – Prices Tab
The Prices tab has all the price details of the selected Product.
Context pricing can be configured for Option Products, for the purpose of configuring a particular parent-child option set. It is also possible to define a single product to have different context prices against different Option Sets.
To add a context price to a specific product, select the Add and you will be navigated to the Product Price Maintenance where you can add context price applicable on the selected product.
Enter a positive numeric value for the product Price Context and select Save. You will be taken back to the product maintenance prices tab where the configured product price will be visible with the options to edit or delete.
Product - Selling Options - Option Sets Sub Tab
The option set in the product maintenance should be configured in the option sets tab to make sure that the products are added to complete the parent-child option set configuration.
Select the desired Option Set for this product, from the drop-down list that contains all available Product Options. (In this case LENS TYPES, LENS THICKNESS etc.)
Select Add.
Note: Option set product drop down gets the value list from the option products maintenance configuration. Configuring Option Sets are described later in the document.
Product - Selling Options - Option Prices Sub Tab
The option prices tab will be mapped to the child products that are added to the Option Sets. Products that have prices with the Price Context set to the product ID of this product are shown with their price details. Products with no price set in this context default to a zero price.
Product - Selling Options - Option Details Sub Tab
The Option Details sub tab is used to configure the way the parent/child product can be handled in a transaction.
Set the appropriate values on the Option Details tab as follows:
|
|
|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Product - Tenders Tab
In Product Maintenance, the user is enabled configuration of Tenders that may be used to purchase the Product; a list of one or more Allowed Tenders may be associated with the Product.
Select the desired Allowed Tender(s) for this product, from the drop-down list.
Select Add.
Product List
A Product List is a collection of products referenced by an ID and a specific Region. Each product ID in the collection (list) is also associated with predefined Product Attributes. (Also referred to as option sets). These products can be considered as child products and be used for option set configuration, which is discussed later in this document.
Product Lists are configured through the Product List Maintenance application on the estate manager.
The Product List Maintenance application can be accessed through:
Configurations-> Merchandise -> Product Lists
To create a new Product List, select Create a new Product List on the Product List Maintenance page**.**
Enter a unique Product List ID. The ID can be alphanumeric and contain a maximum of 50 characters.
Select the Group type Region, from the Group Type drop-down.
Select a region that is applicable from the Group drop-down in which the POS terminal is configured. (Can opt to select All Regions)
Select Create.
* The Product List ID cannot be changed once the Product List has been created.
You will be presented with the following options to complete creating the new product list:
Product List - General Tab
Set the appropriate values on the General tab as follows:
| Configuration | Description |
|---|---|
| Name | Enter your product list name in this field which can be alphanumeric and contain a maximum of 40 characters. This name will be displayed in screens and other configuration options. The name is locale dependent. Select the appropriate Locale from the drop-down list. |
Product List - Items Tab
The Items Tab, as illustrated following, serves to accumulate and maintain the Product List, an ordered list of Product IDs. For each Product to be included in the list either enter the Product ID or use the search Icon to access Product Maintenance and select the required Product, then select the Add option. The maintenance function obtains the other Product attributes (Description, Button Image and Image URL) from Product configuration. List entries may be Re-Ordered using the Up- and Down-Arrow Icons or Deleted using the Delete Icon. The Locale-Dependent Description of the Product (original value obtained from the Product configuration) may be modified to provide an alternative value for use in the List context.
The Items tab allows specifying multiple products to a product list.
To add a new product, enter the Product ID in the space and Select Add or select the search icon and you will be navigated to a product search screen as shown below:
Select the checkboxes of all the child products that you wish to add to the Product list and select Apply Selection.
All products added to the list will be displayed under the specific product list:
| Field | Example Value | Description |
|---|---|---|
| Button Position | 1, 2, 3 | A read-only value, which indicates the position of the button on the POS. |
| Product ID | LENS1 | A read-only value, which indicates the product ID(s) of product added to the list. |
| Product Description | Clear Lenses | Alphanumeric; maximum 40 characters description to be displayed on POS button. The original values obtained from product configuration can be edited as required. Select the Locale from the dropdown list as required. |
| Button Image URL | image://PRODUCT/hildonstill33.png | A read-only value, which indicates the URL that identifies the image to be displayed on POS button. |
* You can edit the order of the Product List items using directional arrow buttons. Select the edit icon to navigate directly to product maintenance, which will enable you to edit product details.
Attribute / Option Set Maintenance
Option Sets are used to create user-configurable data entry fields to map a Product and a Product List against an Option Set. The purpose and function of the option set is defined by the Option Set Type. This determines the flow in which the product is added to the basket. The Parent-child relationship configuration will be done under the Attribute/ option set Maintenance.
The Product Attribute / Option Set Maintenance application can be accessed through:
Configurations -> Merchandise -> Attribute / Option Sets
When a user maps a product option in the Option Set tab under the product maintenance, the defined product will act as a Parent product. This will call the child products by the mapped option set. In the Options set, one or more child products can be configured. This will be done by using either mapping of one product or a product list. A product list will have a range of products that the user can select from.
To create a new Option Set select Create a new Option Set on the Attribute / Option Set Maintenance page**.**
Enter a unique Option Set ID. The ID can be alphanumeric and contain a maximum of 40 characters.
Select Product Options, from the Type dropdown list.
Select the appropriate Region from the drop-down list.
Select Create.
* The Option Set ID cannot be changed once the Option Set has been created.
You will be presented with the following options to complete creating the new option set:
Enter an alphanumeric character value for the Name.
Select Add Product Option, from the list displayed against the Add button.
You will be presented with the following options to complete adding the new product option to the selected Attribute / Option Set:
Edit Product Option - General Tab
Set the appropriate values on the General tab as follows:
| Configuration | Description |
|---|---|
| ID | Enter an alphanumeric value for the Product Option ID. This will be displayed in screens and other configuration options. |
| Name | Enter an alphanumeric value. This will be displayed in screens and other configuration options. |
| Description | Enter an optional description for Product Option. This will be displayed in screens and other configuration options. |
| Product ID | Enter the appropriate Product ID or select the icon to search and select the product through Product Maintenance. |
| Mandatory | Select the checkbox to indicate that at least one option from the Product Option Set must be selected when present on the POS application. |
| Next Option Set | This optional configuration allows the user to configure the next option set which needs to be displayed. Select an appropriate option for the next option set to proceed. |
| Next Option | Once an option set is selected, this optional configuration allows the user to select the next option in the option set, which needs to be displayed. |
Edit Product Option - Restrictions Tab
Set the appropriate values on the Restrictions tab as follows:
| Configuration | Description |
|---|---|
| Allow Option Returns | Select the checkbox to indicate that the parent product can be returned along with the child product. In this scenario a restriction has been set indicating that the child product cannot be returned individually in a transaction. |
| Allow Option Voids | Select the checkbox to indicate that the product is allowed to be voided in a transaction. When a parent product is voided, the child product too will be automatically voided. This option will also allow a child product to be voided if necessary. |
| Allow Option Discounts | Select the checkbox to indicate that discounts can be configured for the parent/child product individually or for both. |
| Allow Option Price Overrides | Select the checkbox to indicate that price overrides can be performed on both Parent and child products. |
| Allow Option Promotions | Select the checkbox to indicate that promotions can be configured for the parent/child product individually or for both. |
To Add a Product List as the Option:
Select Add Product List, from the list displayed against the Add button.
You will be presented with the following options to complete adding the new product list to the selected Attribute / Option Set:
Edit Product List - General Tab
Set the appropriate values on the General tab as follows:
| Configuration | Description |
|---|---|
| ID | Enter an alphanumeric value for the Product List ID. This will be displayed in screens and other configuration options. |
| Name | Enter an alphanumeric value. This will be displayed in screens and other configuration options. |
| Description | Enter an optional description for Product List. This will be displayed in screens and other configuration options. |
| Product List | Select the pre-defined Product List referenced by this option set from the dropdown list. or select the icon to search and select the product list through Product Maintenance. |
| Mandatory | Select the checkbox to indicate that at least one option from the Product Option Set must be selected when present on the POS application. |
| Next Option Set | This optional configuration allows the user to configure the next option set which needs to be displayed. Select an appropriate option for the next option set to proceed. |
| Next Option | Once an option set is selected, this optional configuration allows the user to select the next option in the option set, which needs to be displayed. |
Edit Product List - Restrictions Tab
Set the appropriate values on the Restrictions Tab as per the sample on adding a Product Option.
Broadcasting Data
To deliver the configuration changes to the POS, broadcast the following entities.
-
Products
-
Product List
-
Product Price
-
Option Set
POS Functionality
Enter the Parent Product ID in the POS device.
The Child product options will be displayed as per the configured order.
Select the desired options and those with a price context configured will be added to the total.
The final product price will be displayed along with a breakdown of the product options added.
