Basics#

1-level variants#

For easy definition of recurring variants, e.g. many articles exist in the same size, a variant feature can be defined and stored in the article master.

To create the variants now, select via the menu item > "Actions" > "Features" > "Create variants (matrix)". With this support you can quickly and easily create the variants, alternatively you can enter the variants manually.

2-stage variant#

In addition to the single-level variants at the article master, it is necessary to work with 2-level variants for certain articles. 2-level variants are used, for example, for articles that are available in different sizes as well as different colors and are to be managed under the same article number.

KUMAVISION trade365 enables the simple generation and easy handling in the sales and purchasing process of 2-level variants.

Establishment#

The following describes how to set up on the article master for 2-level variants.

Warehouse facility#

When creating 2-level variants, the variant description is combined from the two variant characteristics. In order to separate these visually, it is possible to set up in the warehouse facility with which separator the two descriptions are separated.

To do this, call up the "Stock setup" via the user search. On the information tab "KUMAVISION trade" you have the possibility to enter the desired separator in the field "Separator for variant description".

Article variant features#

2-level variants are mapped with so-called variant characteristics. For this purpose, general article variant characteristics, such as size or color, are first created and these in turn are assigned characteristic values (for color, e.g. red, blue and others). The article variant characteristics can be used for the creation of n:articles.

To define an article variant characteristic, call up the "Article variant characteristics" via the user search. Via "New" in the menu ribbon you can define a new article variant characteristic with the help of the table below:

Then you have to create the characteristic values for the respective article variant characteristic via the ribbon.

You have the option of creating translations for the article variants. To do this, the article variant characteristics and their values must be translated in each case.

When creating the article variants, the translations for the individual variants are then created automatically. Only the translations for language codes that have also been previously stored in the article master are created.

Individual characteristic values can be locked. These will then no longer be offered when the variants are created for the article. However, if article variants with this characteristic were previously created, they are still available and are not locked. The sort order of the characteristic values determines the order in which the characteristics are displayed in the variant creation matrix. The default sort order is by the "Code" field, in alphanumeric order.

Article card#

To create 2-level variants for an item switch to the item card. The setup is done on the "Stock" info tab by the following fields:

• Variant characteristic 1
• Variant characteristic 2

To create the variants now, select the menu item "Actions" > "Functions" > "Create variants (matrix)" via the menu ribbon.

The matrix for creating 2-level variants for an article opens.

Here you can check which combinations of "Characteristic 1" and "Characteristic 2" are to be created by the system as variants for the article. Click on "OK" to create the selected variants.

The further processing of the 2-step variants is done conventionally in the sales and purchasing processes.

Variant fast entry#

Especially in the area of variant-capable articles, assortments consisting of different variants of the same basic article are often purchased. For this purpose, KUMAVISION offers trade365, a fast entry system for the simple recording of different variant quantities.

Establishment#

To set up fast variant entry for an article, first call up the desired article card.

The following fields can be activated on the "Stock" info tab:

• VK variants fast entry
• EK variants fast entry
• Transfer order variants fast entry
• Article book sheet - variants fast entry
• VK framework agreements - variants fast entry

Use in process#

If the field is activated for the purchasing area, for example, the variant fast entry is opened after entering the article number within a transaction.

The desired quantities for the respective variants can now be entered via this fast entry. After confirming the window with the "OK" button, the respective lines are added to the original document.

This process is integrated in the other processes in the same way.

Variants text modules#

The extended text modules are also available for article variants in KUMAVISION trade365. This allows you to store individual text modules for each article variant. The functionality of text modules is described in the section "Additional texts".

Article history#

In the article master KUMAVISION trade365 provides you with an overview, each for purchase and sale, with the documents entered for the article. The article history can be called from the article card or article overview. The call is done via "Belonging > History > Purchase- or Sales Statistics".

The individual documents are sorted by document type and displayed in the statistics tabs.   

Advanced item ledger entries#

For improved evaluation and to simplify searches at item level, the following fields have been shown or newly added:

This allows you to directly research or evaluate within the article items which delivery went from which supplier or to which customer or was consumed via which assembly or production order.