Product Variants Advanced Inventory

Additional Articles:

Adding New Products to Product Variants

Changing Flat Products into Product Variants

    Product Variants

With Product Variants, you can manage a group of closely similar products from a single Base Product
Item Record.

First, create one or more Templates, which describe the type(s) of variation you’ll be using (e.g. clothing
size or color) and how various Item Record fields will be controlled.

Then you select a Template to use for a particular Base Product Item Record, to automatically create an
Item Record for each variant indicated by the Template.

When you ring up items in the Cash Register, you can either enter the code for the specific Variant, or
you can enter the Base Product Item Code. If you select a Base Product with Variants, a pop-up menu
will let you choose the attribute value(s) for the specific variant:

If the Variant Template has more than one attribute (for example, both size and color), you’ll get a
separate menu for each one. You can have up to nine attributes per Template.

    Product Variant Templates

When you define a new Product Variant Template, you’ll see a screen like this:

You can define up to three Attributes directly on this screen, or go to More Attributes… for a list of up
to nine Attributes. Each Attribute has a name and a list of possible values for that attribute. For example,
a Template for photographs, with choices for both Size and Finish, might look like:

Below the Attributes are a set of options that control how similar the Variants will be to their Base
Products. For each property that is set to not be set individually, any changes you make to a Base
Product’s Item Record will automatically be duplicated into all the Variant Items for that product.

Creating Variants for Specific Products Advanced Inventory

Properties that are set individually may instead be changed separately in each individual Variant, but get
their initial values from the corresponding Base Product Item Record when they’re first created.

Once you’ve created Product Variant Templates, there are three ways you can apply them to individual
Item Records to create the corresponding Variant Item Records. First of all, you can edit the Item
Record and select the Variants… “button” directly. This will give you a choice of Templates to use.

You can also go to the “Bulk Changes” menu and select “Bulk Change Variant Templates” to apply a
Template to a whole group of Items (by Category or Vendor, for example).

Finally, in the More Info section of a Category Record, you can set a Default Variant Template for that
Category. After that, whenever you create a new Item Record and assign it to that Category, it will
automatically apply the selected Template. You’ll get a message that it’s about to create the Variants,
and you’ll be given the chance to cancel.

Note that in this example, you already had some inventory of the Base Product. Artisan can’t know how
many of these are in each size, color, or whatever; so, it clears the counts and lets you divide the counts
between the Variants yourself. (You can also choose to leave the counts zero and fill them in later.)