Creating Variant Types

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Creating Variant Types

Before Variant Stock Items can be created, Variant Types and Options must be created first.

The Variant Types and Options will be used for the creation of Variant Stock Items.

Note!

You can create as many Variant Types and Variant Options as you require, however, each parent Stock Item can only be linked to a maximum of three Variant Types (e.g. Colour, Size, Material).

Examples of Variant Types and Options are outlined below:

Variant Type	Variant Options
Colour	Blue Green Red
Size	Small Medium Large
Material	Cotton Wool Silk
Gender	Male Female

The process used to create Variants is similar to the process used to create Attribute Types.

To access the Stock Item Variants window, go to: Back Office > File > Sales > Stock Item Variants

The layout of the Stock Item Variants window is such that the left-hand column displays a list of current Variant Types that exist in the system (e.g. Colour, Size, Material, Gender, etc.).

The right-hand column displays the current options that exist in the system for the currently selected Variant Type.

Systems that already contain Variant Types and Options will appear similar to the below example:

If Variant Types and Options have not been created, the window will appear as a clean-slate with no data as shown in the example below.

To create a new Variant Type, press the "Add" button located on the top left-hand corner of the Stock Item Variants window.

An "Add Variant Type" field will appear at the bottom of the Stock Item Variants window.

Enter the Variant Type that you are creating, then press the "Save" button on the top-left corner of the window.

Examples of Variant Types are as outlined further above (e.g. Colour, Size, Material, etc.)

After the Variant Type has been saved, it will be selected automatically, ready for you to add options to the Variant Type.

Press the "Add New [Variant Option]" button on the left-hand side of the window (where [Variant Option] will be substituted with the name of the Variant Type you just created).

Two fields are available when adding a new option to a Variant Type:

Add [Variant Type Name] - In this field, enter the description for the Variant Option (e.g. if you are adding options to a Variant Type of Size, you would add all the various sizes that your items are available in such as Small, Medium, Large, Extra Large, etc.).
Abbreviation - In this field, enter the abbreviation for the Variant Option you are adding. E.g. For size abbreviations, you can use SML, MED, LGE, XL, etc.
When creating Variant Stock Items, the base (or parent) Stock Item's Description will be used together with either the Variant Option's full description, or if the base Stock Item's Description being combined with the Variant Option's full description result in a Stock Item Description that exceeds the maximum allowable character limit for the Description, the abbreviation for the Variant Option(s) will be used instead.
Indirect - This checkbox is used for creating Indirect Variant Items. This is primarily used by hospitality venues that want to create their Beer Tap Sizes (Schooner, Pot, Jug, etc.) as Indirect Variant Stock Items. Additional information on how to use this function is available by clicking here.
Indirect Quantity - This field is used for entering the Indirect Variant Item Quantity. This is primarily used by hospitality venues that want to create their Beer Tap Sizes (Schooner, Pot, Jug, etc.) as Indirect Variant Stock Items. Additional information on how to use this function is available by clicking here.

Once your Variant Options have been added, you can create additional Variant Types and Options as required by repeating the above steps.

To create Options for an existing Variant Type, select the Variant Type by clicking on it, then press the "Add New" button which will display the name of the currently selected Variant Type (e.g. Add New Size, Add New Colour, etc.).

Once you've created your required Variant Types and Variant Options, you can configure Default Variant Types/Options, or skip to creating Variant Stock Items:

Configure Default Variant Types/Variant Options - This step is optional, however, configuring Default Variant Types may be of benefit to you depending on whether or not your Variant Stock Items always have the same set of Variant Types (such as Colour, Size and Material). When Default Variant Types have been configured, they will be pre-selected when creating Variant Stock Items so that you only have to enable the checkboxes for the Variant Options that are applicable to the Stock Item being created.
Create Variant Stock Items - This is the process that outlines the steps required to create the base Stock Item, then creating the Variant Stock Items.

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