How is axisfirst responding to COVID-19? Click for More Information. Last Updated 08/03/2022 11:35 »

axis diplomat 2020 Modules

6. Custom Build Assemblies

 Printer Friendly Version

 View PDF

Custom Build Assemblies builds on the Bill of Materials module to provide additional functionality to manage sales of products involving configuration options.

 

Examples of typical applications include:

Furniture - a Custom Build would allow for selection from a range of arms, castors and fabric options for a chair or, for a desk, drawer and colour.

Technology - a custom build can cover all of the options for specialist equipment such as large printers and copiers or for simpler option lists such as defining the appropriate docking stations, cases and warranties for specific notebooks.

By ensuring that all of the options are defined within the Custom Build Assembly, the sales process not only becomes more efficient (because the sales person can take the client through the options one by one) but safeguards are introduced to ensure that up-sell options are offered and not overlooked.

 

Each set of options within a Custom Build Assembly may be optional or mandatory - you can also specify the maximum and minimum quantities that are to be added to the order.

Within each set of options, individual options may be flagged as exclusive - these may not be added along with other options from the same set. Costs may be associated with individual options, or they may be free of charge.

For example, a Custom Build Assembly for a chair might have an option to choose the colour. This would be mandatory (you have to choose a colour) - red, blue and black might be zero cost options whilst black leather would carry an additional cost.

 

6.1 Example - RH 300 Chair

This chair can have a number of options, including various castors, arms and headrests. When adding a chair to a Sales Order or Quotation, an additional dialog is displayed:

 

Example - RH 300 Chair (continued)

The left-hand panel shows the options:

whilst the right-hand panel shows the options that have been, or need to, chosen:

A number of options (such as head rest and arms) are optional, as indicated by a minimum quantity of 0; the maximimum quantity is 1 since you cannot, for example, choose more than one headrest option.

Other options (base, castor and fabric) are mandatory, indicated by a minimum quantity of 1. The maximum quantity is again 1 so you cannot choose more than one fabric, base or castor. These are initially shown in red to indicate the options are still to be selected before the chair can be added to the sales order.

Selecting one of the sets of options from the right-hand panel produces the list of possible options from the Custom Build:

Here, the operator has selected the set of headrest options. Note that each of the the individual options are exclusive, ensuring that only one headrest can be selected.

 Printer Friendly Version

 View PDF

< Customer Relationship Management

eMail Archive Interface >

Call Back
This site uses cookies. By continuing to access this site you are accepting the use of cookies by this site.
Read more about cookies...
OK

Cookies are small text files stored on your device when you access most websites on the internet.

This Website uses cookies in order to make the Website easier to use, to support the provision of information and functionality to you, as well as to provide us with information about how the Website is used so that we can make sure it is as up to date, relevant and error free as far as we can. Further information about the types of cookies that are used on this Website is set out in the box below.

By using this Website you agree to our use of cookies. You can choose to restrict or block cookies set on the Website through your browser settings at any time. For more information about how to do this, and about cookies in general, you can visit www.allaboutcookies.org. Please note that certain cookies may be set as soon as you visit the Website, but you can remove them using your browser settings.

However, please be aware that restricting or blocking cookies set on the Website may impact the functionality or performance of the Website, or prevent you from using certain services provided through the Website. It will also affect our ability to update the Website to cater for user preferences and improve performance.

We don’t sell the information collected by cookies, nor do we disclose the information to third parties, except where required by law (for example to law enforcement agencies).

We may sometimes embed content from 3rd party websites such as YouTube. As a result, when you visit a page containing such content, you may be presented with cookies from these websites. We do not control the dissemination of these cookies and you should check the relevant third party's website for more information.

Cookies We Use

Cookie Description
CookieConfirm The presence of this cookie is used to remember the fact that you have confirmed that you are happy to accept cookies
ASPSESSIONIDxxxxxxxx This is a Session Cookie (session cookies are temporary and are erased when you close your browser). It identifies you from one page to the next and is used, for example, to keep track of your logged-in status.
UserID, account, password These cookies are used to remember your login credentials for when you next visit our website. They are only created if you choose the “Remember Me” option on the login page.
_utma, _utmb, _utmc, _utmz These are cookies created by Google Analytics and are used to provide us information on which web pages are the most popular, and the most popular search terms used by visitors arriving at our site.