Product Template - Add New Drop-Down Menu Configuration Window

Tyler MacDonald Updated by Tyler MacDonald

This article provides a technical description of the options available when creating a new drop-down menu in shopVOX. To fully benefit from this guide, it is recommended to familiarize yourself with products and product templates. During custom product development, you will encounter modifiers, drop-down menus, and default items. The following sections define the options available when adding a drop-down menu.

  1. From Settings/ Products/ "+Add New Product"
  2. Select "Create a new Custom Product"
  3. Fill in the details, ensuring the interface is set to "Custom"
  4. Ensure "Add Product Template" is checked
  5. Scrolling down to the Product Template, a click "+Add new Dropdown Menu"
  6. This is the Add New Dropdown Menu screen below is you will find definitions for all of the options
  • Menu Name:
    • Description: The name of the drop-down menu that will be displayed to users.
    • Example: "Material Type" or "Labor Rate Options"
  • Item:
    • Options: Labor Rate, Machine Rate, Material
    • Description: Select the type of item that the drop-down menu will contain. This determines the context in which the drop-down will be used.
  • Item Type (When Item is Material):
    • Description: Specify the type of material. This could be categories such as Vinyl, Aluminum, Paper, etc.
    • Example: "Vinyl" or "Paper"
  • Item Category (When Item is Material):
    • Description: Further categorize the material type. This can help in more specific classifications.
    • Example: "Adhesive Vinyl" or "Matte Paper"
  • Item Kind:
    • Options: Company Items, New Custom Item, Vendor Catalog
    • Description: Select the origin of the items in the drop-down.
      • Company Items: Predefined items within your company’s inventory.
      • New Custom Item: Allows the creation of a custom item specific to this configuration.
      • Vendor Catalog: Items sourced from a vendor’s catalog.
  • System Formula:
    • Description: Choose a system formula that will be applied to the selected items. System formulas automate calculations based on predefined logic.
    • Example: A formula for calculating the cost based on area.
  • Charge Per LI Unit:
    • Description: Specifies that the charge is based on the quantity ordered. When this option is selected, the total charge of the drop-down menu single price will be multiplied by the quantity of items being purchased. For example, if a customer is buying two banners, the total charge of this drop-down menu single price would be multiplied by two.
    • Example: If the charge is $5 per unit and a customer orders two units, the total charge will be $10.
  • This Dropdown Menu is Optional:
    • Description: Indicate whether the selection from this drop-down menu is mandatory or optional.
    • Example: Check this box if the drop-down menu is optional.
  • Include in Base Price:
    • Description: Determine if the item selected from this drop-down menu should be included in the base price of the product or service.
    • Example: Check this box to include it.
  • Use Item Per LI Unit:
    • Description: Specify if the item will be used per line item unit.
    • Example: "Yes" if each unit of the item applies per line item.
  • Percentage of Base:
    • Description: Set a percentage value that will be applied to the base price. This field will only work if the system formula "PBase" is selected and there are items with the "Include in Base Price" checkbox selected.
    • Example: "10%" will add 10% of the base price as an additional charge.
  • Multiplier:
    • Description: A factor by which the item’s value will be multiplied.
    • Example: "1.5" to increase the price by 50%.
  • Fixed Quantity:
    • Description: Enter a fixed quantity if the item always uses a set amount.
    • Example: "10" units.
  • Reference:
    • Description: This is an advanced feature that enables the creation of references to system variables. When a material is chosen from a drop-down menu, a reference can be established to access relevant information from another drop-down menu or default item.
    • Example: "reference_sheet_width" or "reference_sheet_height," where "reference" is the name you entered into the field of the drop-down menu.
  • Modifier - Attach to a Numeric Modifier:
    • Description: Attach the item to a numeric modifier, which can adjust the price based on numeric values.
    • Example: Attaching a material cost to the square footage.
  • Modifier - Attach to a Checkbox Modifier:
    • Description: Attach the item to a checkbox modifier to include additional costs or features based on whether a checkbox is selected.
    • Example: "Add rush fee if checked."
  • Custom Modifier - Attach to a Numeric Modifier:
    • Description: Similar to the standard numeric modifier, but allows for custom logic.
    • Example: A custom formula based on specific user input.
  • Custom Modifier - Attach to a Checkbox Modifier:
    • Description: Similar to the standard checkbox modifier, but allows for custom logic.
    • Example: (width >= 20)

This article provides a technical description of the options available when creating a new drop-down menu in shopVOX. Understanding each option helps you better create and customize products using product templates. Familiarize yourself with these options to enhance your custom product development process.

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