Product Attributes | Selling and Purchasing Items with Attributes
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      3. Product Attributes | Selling and Purchasing Items with Attributes

      Purchasing Items with Attributes

      The Product Attributes option within EBMS is primarily used to identify specific Product IDs based on the item's attributes when selling product to a customer. Although the attribute tools are primarily used when selling items to a customer, the way the product is purchased influences the way inventory items are organized within the EBMS product catalog. Determine which of the following ways the product is sold from the vendor:

      1. The vendor's part number only defines the general item and does not define the attributes, such as color, size, style, etc. Use the Configure to Order (CTO) feature of EBMS for this type of product. Review the Configure to Order (CTO) Process Overview section for more details.

      2. The vendor lists a product part number for each combination of product attributes. This option requires a large number of inventory records for a model of product. Having individual part numbers for each combination of attributes creates a few benefits:

      • The vendor part number contains both the supplier's SKU# and the barcode number for each item.
      • EBMS will track sales history for each combination of attributes.
      • The inventory stock level for each item is managed within the EBMS software.
      • Users can manage pricing individually for each combination.

      Complete the following steps to set up inventory records for each combination of product attributes:

      1. From Inventory > Options > Product Categories tab, click New Category to create an inventory category folder for the group of similar items. Set the folder defaults appropriately.

      2. Configure the attribute labels for the group of items. Review the Set Up Product Attributes section for product attribute setup from a category folder.

      3. Create inventory items for each combination of product attributes handled by the vendor or supplier. Similar inventory items can be duplicated using the Create Duplicate option. Open a product record, right-click on the Product ID, and select Create Duplicate from the context menu as shown below.

      Make minor changes for the new inventory item and change the Product ID at the end of the wizard. Make the appropriate changes to the Product Attribute Settings. Review the Entering Item Attributes section for more details.

      Review Using Attributes within a Sales Order or Quote to select items using the product attribute options.