Variants are for controlling groups of items (variations) that are similar but have one or more varying factors. An example of Variants is clothing where you can have multiple sizes and / or colours of an item.
Variants are especially useful on an e-commerce web store as we only need to show the main product and then select Size etc from a dropdown.
Setting up a Variant
There are multiple ways to setup variant items:
- Bulk Add/Create in price books
- Bulk Create in stock items
- Auto create varaitions
- Import file
- Manual setup
Automatically map variations
Our bulk create options can automatically map your variations to each option (size), based on the item description.
The other names field allows you to add additional mapping names, where item might be XXL and another 2XL.
Bulk Add/Create in price books
This feature helps you quickly create multiple items and link with variant.
- Go to Items\Price Books and find items you want to add
- Multi select the variations and choose add to store
- Confirm details of new variant item
- Select a variant option group
- EVOPOS will now create variations and link to new variant item
Bulk Create in stock items
This feature helps you quickly link multiple items and create variant.
- Go to Items\Stock Items and find items you want to add
- Multi select the variations and click New
- Choose item type of variant
- Select a variant option group
- EVOPOS will now link variations to new variant item
- Save variant item
Auto create variations
This feature creates all the variations based off the variant item.
- Navigate to Items\Stock Items
- Select 'New', select the ‘Variant’ option and enter a part number for the main Variant item
- Select a variant option group
- Confirm the Description, Pricing, Category etc.
- Under the general tab click the items button
- Click new to link a new variation
- If it is the first variation, you will be prompted to create the variant items automatically
- Click yes and EVOPOS will generate part numbers for every combination of the selected variants
Manual Setup
- Navigate to Items\Stock Items
- Select 'New', select the ‘Variant’ option and enter a part number for the main Variant item
- Select a variant option group
- Confirm the Description, Pricing, Category etc.
- Under the general tab click the items button
- Click new to link a new variation
- Find the item and choose the option
Import file
Import a CSV file to create and link variants/variations.
Importing Variants (Fashion Matrix / Colour / Size)
Variant Groups and Options
Create groups for different sizing, colours etc.
Use other names field to help auto map variations. eg: Extra Extra Large = XXL,2XL
- Navigate to items\Stock items
- Find any variant item and go to the general tab
- Click the ‘Groups’ button
- Select New next to the dropdown menu at the top of the window
- Fill in details eg: Name = Size (S,M,L), Display Name = Size
- Select Save
- Click ‘New Variant’ option on left hand menu
- Fill in details for variant option
- Select 'Ok' to Save
- Repeat for each variant option e.g. Extra Small, Medium, Large, Extra Large, etc.