Variants, Composite Items, and... Configurable Items with Ad Ons?

Variants, Composite Items, and... Configurable Items with Ad Ons?

So I had to review a few of these concepts, and felt like there may need to be some clearer distinction made between the abstractions that we use to create associations between multiple items in inventory - sometimes with selections available to the customer, sometimes bundling multiple items into a single SKU, either because something's been manufactured or discounted at a bundled price, or simply for marketing purposes and how we'd like to group associated items on our product pages..

In this regard, I think there's a lot of room for confusion and that it may be helpful to others if I share my personal understanding of these concepts, and invite others to enhance or correct as necessary.

Hopefully this will help provide a better understanding as to how and when these features can or should be used in order to achieve both better inventory management and product presentation within your store.

As such, the following are how I've come to understand define the following concepts that can easily be confused.  These are - Item Variants, Composite Items, and Configurable Items / Add Ons (the last is not currently a Commerce feature, but one that I would propose should be, and is functionality within several other ecommerce systems.  More on that below...):

Variants
A Variant generally should be in item that comes prepackaged from a supplier, usually with its own dedicated UPC or SKUs. It's a variant because it may be conceptually grouped along-side with other very similar items with variations that pivot on one or more specific attributes. Some of these attributes might be size, color, flavor, etc. Each one of these attributes will multiply the number of SKUs by the number of new options within that attribute. (It's worth mentioning that you don't need to keep all of possible the variants SKUs if, for example, all colors are not being ordered for all sizes of a particular item - in which case the automatically generated SKUs can simply be deleted).

The inventory for any variant is increased when it's received and decreased when it's sold.  

Presentation at the point of sale is such that all variants are presented on a single product page.  Selecting the appropriate attribute options on a product page allows the customer to ultimately arrive at the specific product variant they wish to order.  

It's important to emphasize that selecting a variant on the product page is a "deductive" process during the point of sale, whereby each attribute option that is selected further hones in and reduces the number of remaining variants until the last attribute is selected.  This makes it much easier for your customer to quickly and specifically identify one variant among perhaps hundreds of other similar items without having to wade through pages of items.

Composite Items
A Composite Item is a pre-bundled "composite" of multiple SKUs. (Note the word "PRE-bundled"). This feature is really meant for those who bring in various pieces, parts, and components (which may or may not also be sold individually), but are assembled into AND presented as a single bigger product - hense the name "Composite Item".

As such, from a presentation standpoint, the Composite Item is a single SKU that you sell to your customer.  Behind the scenes, a composite item comprises of the pieces and parts initially received and inventoried as other SKUs.  The magic here is in the bundling.  Once bundled into a composite item, the inventory quantities are automatically reallocated reducing the on-hand counts all of those parts that are used to manufacture the Composite Items.

Composite Items are quite useful to you if you are a manufacturer in order to help you maintain and track your on-hand parts, make adjustments, and see if you're running short on this part or that for one product or another.

Generally, Composite Items are planned for in advance, and are usually bundled, allocated, and typically prepackaged well before the sale.

Composite Items are meant to define in your inventory a finished product from the parts that it's made from. This provides a means for automatic parts allocation for the purpose of assembling components into finished goods with the needed visibility and reporting that you otherwise would have to deal with manually in other painstaking ways (e.g. maintaining multiple inventories, one for manufacturing, and one for sales, etc.).

As such, the Composite Items feature allow manufacturers to have both the parts and the finished products coexist happily in one place and allocate the former into the latter as needed. It's inclusion into Inventory (and now into Commerce) has likely been a big deal for many, and a pretty significant accomplishment on Zoho's part.  Considering that that EDI can also available be integrated with Zoho Inventory, this is a pretty serious level of functionality for manufacturers that would otherwise be difficult to rival at Zoho's price point.
  
Configurable Items / Add Ons
There is however a third concept however, which I believe is very much desired, but is not yet included as part of Commerce, and oddly I think it's the arguably a feature that would probably be fairly east for the Commerce group to implement, being that it shouldn't be contingent on the changes to the Inventory Schema shared by the other Zoho apps.

I also think that it's something that is one of the more desired features, but not identified as such because it gets confused for and/or grouped in with certain other features when it's really quite a separate feature all together, for example... by that I mean that Variants and Composite Items are often being mistaken by users for what should really be considered as an entirely different and separate feature - that being the "Configurable Item with Add Ons".

The feature I'm describing here is used and implemented frequently on websites selling computers.  You sell the "bare-bones" system, which might be the enclosure and the motherboard, then you have a dropdown box to select what CPU, another dropdown box allows you to select the RAM, and another for the power supply.

It's important to understand that this is not a deductive selection (like it is with variants) in that each of the selections under each of these drop-downs is not honing down to a singular SKU.  Nor is it a Composite Item in which a single SKU is the composite of many that were preallocated into a final product.

Rather, this is an additive process at the point of sale, enabling the customer to configure their own system by selecting from multiple SKUs that are simply associated to a base "Configurable Item".  It's a function of presentation, and requires no preallocation of inventory.

It's important to understand that the base Configurable Item can be sold by itself, but is presented with optional "Add Ons".  When Add Ons are selected, pressing the "Add to Cart" button ads the base Configurable Item, along with the SKUs (and relevant Quantities, which should also be optionally presentable) of the other associated "Add On" items.

So in this way, there is never any sort of preallocation required for Add Ons within a Configurable Item.  It's only the relationship between the Configurable Item and its available Add Ons that needs to be established (e.g. perhaps within the Configurable Item's product page editor) that determines that such "Add Ons" be presented within the product page. 

Since this is only a function of presentation, the SKUs for the individual items (the base Configurable Item plus the Add On items) are still maintained within the cart, with no need to package them for the purpose of how they're seen from the perspective of the customer.

One other important distinction in this regard might be with respect to discounting.  Composite Items (not Configurable Items) can also be presented with package discounts.  Applying package discounts to Configurable Items might not be so straight forward if desired.

Anyhow, hopefully this will provide better understanding for those who are trying to strategize how to setup their inventory, and also serve as a proposed implementation that Zoho might consider in order to add in some sort of "Configurable Item / Add Ons" capability within the product page templates and be manageable on the back end via the product page editor.

This can theoretically be accomplished using custom fields and some modification to the Face product template files, but it would be nice if this functionality was part of Commerce itself without needing to hack it in.

Thanks,
Bryan
    • Recent Topics

    • Mapping Zoho Projects into Cliq Channels

      why arent all the Zoho Projects listed from the drop down menu when trying to Map them into Zoho Cliq Channels. The system doesnt allow me to type the name of the project but gives a drop down of a list of projects however it doesnt give me a list of
    • Input GST Reversal for damaged goods

      In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported
    • Develop and publish a Zoho Recruit extension on the marketplace

      Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
    • Canadian Anti Spam Law

      In order to be able to comply with the new Canadian Anti Spam Law, I need to send out a Confirm Subscription email to all of our existing contacts. If I use the Subscribe tag, the user gets the following message: Registration Failed. Sorry! This contact is already present in the selected list. You can check this with your update profile link. If I include an 'Update Profile' link, it then sends an email which does not arrive immediately. Can you provide a tag or URL I can put in a Campaign Email
    • How to bulk update lookup fields

      "I have a primary key named Product SKU in one form called Master SKU (which contains details like price, color, size, etc.). I also have another form called FBA, which has the same primary key, Product SKU, and contains stock quantity information for
    • Change work hours per day for employees

      Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.
    • Record GST Paid for Imported Goods

      In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie.  How do we setup a proper
    • Unable to produce monthly P&L reports for previous years

      My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
    • Bulk Editing Multiple Invoices with Overwriting at time of upload

      Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only
    • Oauth Redirects me to sign in page

      I am developing a postman script for me to securely get my credentials via Zoho Vault. With that, I need to authorize my postman to be able to access Zoho Vault. I am currently on Step 1 in this Zoho Vault | API Reference which redirects me to this guide
    • Here's why you should refrain from using EasyShip

      This is a screen recording which shows EasyShip performance issues. Note well! While we do use the Zoho-to-Easyship integration, the problems are wholly on the EasyShip side. The actual integration of data to EasyShip, and status updates back to Inventory,
    • How can I create a billable expense.?

      Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click
    • Introducing Sub-Accounts in Zoho Books!

      Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other
    • How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.

      1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory
    • How to autorespond for inactive users?

      Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?
    • Cannot view or interact with polls on IOS

      When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.
    • Calendar view not working in Zoho Projects

      Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the
    • Multi Select Filter off comma separated values

      Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"
    • Dashboard filter applied to all reports but not visible on report

      Hi, I have two reports which shows sales transactions data - one is graph and the other a pivot table. Both reports use the same base table. There are no filters on the reports so it shows all transactions for the last 6 months. I want to create a dashboard that includes the graph and the pivot table report. However, I want the dashboard to have a fixed date filter that only shows the last 30 days of data i.e. filtering the underlying graph and pivot table to show the last 30 days of order data.
    • Equipment Scheduling for Efficient Field Service Operations

      Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance.
    • Chat issues

      I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contacts
    • Problem with multiple pages record template

      Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?
    • Field Update: can't find a custom multi-line text field in the options list

      I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I
    • Ask the experts - A live Q & A discussion on Zoho Recruit

      We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based
    • Zoho One Datensicherung möglich

      Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. Und
    • Note not being pulled for other modules in email template

      Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate
    • Pop Up

      Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve
    • New feature alert: Witness signing is now available in Zoho Sign

      Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures
    • How to report and analyze a multi-select field entries distinctly ?

      As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries
    • Get the capability to convert documents to different formats

      Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's
    • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

      Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot
    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
    • Analytics Module: Can you move items from one dashboard to another?

      Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to
    • Can't delete/hide related lists

      Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list
    • Make Widgets Clickable or Copiable

      Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link
    • Custom API - Need to create a string return value, not only MAP

      @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?
    • Automate data upload process like reports

      I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way
    • Address Autofill

      Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :
    • Sync custom module ID to Lead module

      Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the
    • In Kiosk, please support "File upload field" in the "Field Update" action

      Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,
    • Next Page