Item Variants

A version of an item that differs in size, colour, or manufacturer is called an item variant.

For example: The T-shirt itself is referred to as the Item Template if it is available in the following sizes: Small, Medium, Large, and Red, Blue, and Green. Each of these variations, such as the Blue T-shirt in Small, is referred to as an Item Variant.

In the absence of item variants, you would have to make distinct items for every combination, which would make data more complicated and require more upkeep.

1. Benefits of Item Variants

  • Combines several variations into a single template.

  • Enables all variations to receive bulk updates from the template.

  • Makes inventory management and reporting easier.

2. Using Item Variants

It is possible to create variations based on:

  • Item Attributes (e.g., size, colour, material)

  • Manufacturers (such as versions tailored to a particular supplier)

    Tip: All of an item's variations can automatically receive the updated item template.

3. Creating an Item Variant Template

  1. Go to:

    Home > Stock > Item
  2. Open an existing item or create a new one.

  3. Under the Variants section, turn on the Has Variants checkbox.

  4. Include the Variant Attributes, such as Colour and Size.

    • You can specify ranges and intervals for numerical attributes (e.g., Size: 30-40, increment 2).
  5. Save the template.

Item Attribute

Important:

  • Templates cannot be used in transactions like Sales Orders or Purchase Invoices.

  • Only their variants can be sold, purchased, or manufactured.

4. Creating Item Variants

4.1 Based on Item Attributes

  • Click Create > Make Variant after opening the template item.

  • Select:

    • Single Variant: Pick just one set of characteristics (e.g., Colour: Blue, Size: Small).

    • Multiple Variants: Choose more than one attribute, and the system will generate every possible combination.

    Example:

    Colours: Red, Green, Blue and Black.

    Size: Small, Medium, Large.

Multiple Variants

4.2 Based on Manufacturers

  • Set Variants Based On = Manufacturer in the template item.

  • Choose a manufacturer by clicking Create > Make Variant.

  • Enter a Manufacturer Part Number if you'd like.

  • The template name with a number suffix (such as Screwdriver-1) will be automatically used to generate variant names.

5. Using the Template to Update Item Variants

  • Go to:

    Home > Stock > Items and Pricing > Item Variant Settings

  • Decide which template fields should be replicated across all variations.

  • Any fields that you do not want to be updated automatically should be removed.

  1. Item Group

  2. Item Attribute

  3. Item Price

  4. Item Codification

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