零售套件和矩陣項目：何時以及為何選擇一種產品結構而不是另一種產品結構.pdf

1、Retail Kits and Matrix Items:When and Why to Choose One Product Structure Over AnotherMahmoud Sabaa2AgendaIntroductionLearning ObjectivesSession OverviewBusiness Scenario DiscussionQuizQ&A|Survey CompletionSummary and Key Takeaways3Presented byMahmoud SabaaERP Implementation Consultant4CPE Disclaime

2、rThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address when you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recogniz

3、e you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.Learning Objectives6Learning ObjectivesIn this session,you will learn the following:How to create specific product structure

4、s,like Kits or Matrix Inventories,in Acumatica ERP.When and why to choose one product structure over another.How product types are rendered on external solutions.How to sync these products.How to accept orders for each unique product structure.Session Overview8Importance of Understanding Item Types1

5、.Make an informed decision that will affect how customers will buy your products and how your team will buy,sell those products2.How you will present your items to customers3.Limitations with integration with your commerce store4.Improve sales team experience when selling products9Structure in BigCo

6、mmerce and ShopifyBigCommerceShopify10Acumatica Offerings Types of Products offered by AcumaticaStock ItemsIs a Kit(Yes/No)Kit componentMatrix Item(Yes/No)Non-Stock ItemsIs a Kit(Yes/No)Kit componentMatrix Item(Yes/No)Template/Matrix ItemsKit Items12KitsStock KitsoRequires production before fulfilli

7、ng the order.oThe final cost of the item is a rollup of the cost of the items on the Kit specification.Including the cost of both(Stock and non-stock)itemsoSystem keeps track of the inventory on handNon-Stock KitsoAssembly happens at the time of picking.oCost is posted as a separate line for each of

8、 the componentsoSystem cannot keep track of the units on hand.But using simple GIs can calculate the numbers that can be produced13Use CaseSuppose that our company,SweetLife Fruits&Jams,decided to introduce a new kit of 32 oz Jams.Having flavors(Apple,Cherry and Grape)SweetLife Fruits&Jams wants to

9、instruct the warehouse pickers to pick the right products when the customer decides to buy the Jam bundle14Solution1.Create a non-stock item as a kit2.Create the kit specification for the bundle3.Sync the bundle to BigCommerce4.When Sales order is placed.The picking slip will display the components

10、of the bundle.15BenefitsAbility to either assemble items via production or at the time of picking accuratelyCost is calculated accurately for assembled items by productionDemo17QuizQuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address

11、 at the end of the quiz.20Quiz ExplanationQ:How do you include stock items in a stock kit?You define a kit specification on the Kit Specifications(IN209500)form.You add related items on the Related Items tab of the Stock Items(IN202500)form.You create stock items with similar identifiers and mark th

12、em all as kits.Matrix Items22Matrix ItemsStructure of matrix items in Acumatica and on marketplacesHow items are presented on Sales Orders on Acumatica forms and on the marketplace23Use CaseSuppose that our company,SweetLife Fruits&Jams,decided to introduce a new line of blender cups with different

13、size and colors.SweetLife Fruits&Jams wants to manage product information in one environment,which is Acumatica ERP,and allow any changes to sync to their commerce sites.It is very important to the company management to be able to manage different price tiers within Acumatica ERP and guarantee that

14、their customers would receive the same prices via their commerce store or if they decided to visit the retail shop.24SolutionCreate the new line of product in Acumatica ERP as a template item and use the Acumatica connector to sync the product structure to BigCommerce.25Creating Template ItemsSteps

15、to create template items in Acumatica ERP1.Create required attributes(size,color)2.Assign the attributes to the required item classWe will create a special class to track the sales of this new line of products3.Create the template4.Allow Acumatica ERP to create child products according to the rules

16、defined by the user26Benefits and ConsiderationsImprove the experience of Acumatica ERP end users when creating sales orders and purchase ordersImprove the experience of your online customersUse Acumatica ERP as the source to update Shopify and BigCommerce27Creating Sales Order in AcumaticaDemo29Qui

17、zQuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.32Quiz ExplanationQ:What functionality should you use if you want to sell hundreds of products that differ only in one or two attributesfor example,T-shirts

18、 of various colors and sizes?Stock itemsStock kitsTemplate item and matrix items33Keep in touch!No Reliance This document is subject to change without notice.Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document,and no reliance shoul

19、d be placed on their availability.Confidentiality:This document,including any files contained herein,is confidential information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey co

20、mpleted=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer prizes!Mahmoud(Mo)Abou SabaaMSession Summary35Conclusion and Key Takeaways We learned how to create KitsStockNon-stock kitsWe learned how to create Template/Matrix Items and understood the relation between Stock/Non-Stock item and a Template itemReviewed and understood the structure of Matrix Items on commerce platforms