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

    • Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

      Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,
    • FSM trying again

      have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service
    • Feature Request: Conditional Field Mandatoriness Based on Display Status

      Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in
    • Data Migration Strategies for Moving to a Cloud Solution

      Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it
    • Commerce Order as Invoice instead of Sales Order?

      I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this
    • How to set different item selling prices for Zoho Commerce and Zoho Books

      Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price
    • How to report 'Response violation' OR 'Resolution violation'

      Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect
    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
    • Date triggering Workflow rule

      I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever
    • Restricting contact creation

      Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emails
    • Import Holiday Calendars

      HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie
    • Filtering Tickets based on Email headers

      We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
    • Error 550 5.4.1

      I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated 
    • Billing Management: #2 Fair way of Billing- Prorated Billing

      Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. Prorated
    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
    • Adding image in HTML report page

      Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market
    • How to change view of HTML report based on device but always print in A4

      Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always
    • Age Calculation

      I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
    • Search on Custom Field

      We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
    • Sendmail function / custom action?

      I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered
    • API to post drafts for social media

      I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
    • What impactful sales coaching techniques have you used to boost your team's performance?

      I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned
    • Adding Taxes to paid consultations in Zoho Bookings

      I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
    • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

      Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
    • Possible to bold or indent text in the description field?

      As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.
    • Formatting of Balance Sheet and Profit & Loss Reports

      The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
    • UK MTD reports concerning turnover and cerash accounting

      Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
    • Retainer Invoice.

      Why ZOHO not have facilities to deduct partially advance payment from an invoice.
    • IMAP Server not responding.

      Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
    • Share saved filters between others

      Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
    • Kanban view on Zoho CRM mobile app!

      What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
    • No practical examples of how survey data is analyzed

      There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic
    • Zoho Creator as LMS and Membership Solution

      My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
    • Adding Chargebee as a Data Connector

      Is it possible to get Chargebee added as a Zoho Analytics data connector?
    • Webform & spam

      Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
    • Dropbox to Workdrive

      Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work
    • Deals by Stages Funnel not showing in correct order

      Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
    • Next Page