Accolent ERP allows Installation Options to be defined for Products. These Installation Options are typically non-inventory, service-type products but they do not have to be. Installation Options could include options for, for example, Delivery Only, Delivery and Installation and Delivery Installation and Removal of Old Equipment. If Installation Options are entered for a product, they will be able to be selected when entering that product on an Accolent ERP order and added to the order. The Installation Options will also be available on the Self-Service Portal (“SSP”). When a Product with Installation Options is put on an order in the SSP, the SSP End-User will be required to select at least one Installation Option.
Create Installation Options
- Create the Installation Options as products.
- Typically, Installation Options are non-inventory, services-type products, but they do not need to be.
- This is the Installation Option product that is made for Delivery, Installation and Removal of the old equipment.
- Below are 3 Installation Option products created that have fixed prices, but they could also be hourly-based, if desired.
Link to Inventory Products
- The Installation Option products can then be linked to an inventory product that requires specification of the installation needed.
- The product should have the Install Options Required checkbox selected.
- Then on the Actions > Install Options the specific options available may be selected.
Create an Order in SSP
- Add product EUM1155 to cart.
- The cart order grid shows that there are Install Options.
- If the End-User tries to complete the order without selecting an Installment Option user will receive a message that an Installment Option is required.
- Click on the Install Options “Y” then select one option and it is added to the Order.
- The order may now be completed.
