CRM for Wine Making Equipment Manufacturer
A dedicated team from Variance worked on Customization and implementation of New version and modifying Product Module
Product Bundles :
This was an unusual requirement raised by the client to ease their sales process.
Client wanted to have the ability to make Product Bundles, add a bundle with the other product bundles and then add those bundles should have been able to be added with other bundles.
Individual parts and parts within bundles can be used in both purchase orders and sales orders. Bundles within bundles (and those within more bundle levels) will be used in sales orders only.
Purchase Orders and Inventory/Stock Management :
Any PO’s created that has a bundle will deduct from stock of the parts in bundle upon creation.
Parts that are sold individually and in bundles should create separate part numbers.
Implementation steps to implement product bundle scenario above
In the “Product module” we added “Bundle Quantity” which is used to specify how much quantity of the product needed to create parent bundle. This quantity is specified by user when a product is added in vTiger system.
Stock Management :
PO (Purchase order)
Stock of the line item product has been increased (added to the existing quantity) when status of the PO mark as “Received shipment”
To do that we use recursive loop to calculate the stock because we have tree structure of the product as some product is under parent product and same product is the parent of other product as part of bundles.
SO (Sales order)
Stock of the line item product decreases when status of the SO is marked as “shipped”
To achieve this we used recursive loop to calculate the stock as we have tree structure of the product as some product is under parent product and same product is the parent of other product.