Variation Settings

Variation Settings

Variation Settings in EquiBillBook allow you to configure and manage product variations, enabling you to create items with different attributes like size, color, material, and more. This guide will help you understand how to set up and use product variations effectively.

Accessing Variation Settings

To configure variation settings:

1. Navigate to Settings → Item Settings
2. Look for the Product Variation or Variation Settings section
3. Enable variations and configure settings
4. Click "Update" to save your changes

Understanding Product Variations

Product variations allow you to:

• Create multiple versions of the same product
• Track stock separately for each variation
• Set different prices for different variations
• Manage items with attributes like size, color, material
• Simplify inventory for items with multiple options
• Generate variation-wise reports

Enabling Product Variations

To use product variations:

• Go to Item Settings
• Check "Enable Product Variation" option
• Save the settings
• Variation options will now be available when creating items

Types of Variations

Common types of product variations:

Size Variations

• Examples: Small, Medium, Large, XL, XXL
• Common for clothing, shoes, packaging
• Each size can have different stock and price

Color Variations

• Examples: Red, Blue, Green, Black, White
• Common for clothing, accessories, electronics
• Track stock and sales by color

Material Variations

• Examples: Cotton, Polyester, Leather, Wood, Metal
• Common for furniture, clothing, accessories
• Different materials may have different prices

Style Variations

• Examples: Round Neck, V Neck, Polo
• Common for clothing items
• Different styles for the same base product

Combined Variations

• Multiple attributes together (Size + Color)
• Example: T-Shirt - Large Red, Medium Blue
• More complex but comprehensive

Creating Variations

Creating Variation Attributes

Before creating variations, set up variation attributes:

1. Go to Item Settings → Variation Attributes
2. Create attributes like Size, Color, Material
3. Add values for each attribute (e.g., for Size: S, M, L, XL)
4. Save the attributes

Creating Items with Variations

1. Create a new item or edit existing item
2. Enable "Product Variation" for the item
3. Select variation attributes (Size, Color, etc.)
4. Create variations by combining attributes
5. Set stock, price, and other details for each variation
6. Save the item with variations

Variation Configuration

Stock Tracking per Variation

• Track stock separately for each variation
• View stock levels by variation
• Receive low stock alerts per variation
• Generate variation-wise stock reports

Pricing per Variation

• Set different prices for different variations
• Example: Large size costs more than Small
• Example: Premium color costs more than standard
• Flexible pricing based on variation attributes

Barcode per Variation

• Assign different barcodes to variations
• Each variation can have unique barcode
• Helps in scanning and identification
• Useful for inventory management

Managing Variations

Adding New Variations

• Edit the item
• Add new variation combinations
• Set stock and price for new variations
• Save changes

Editing Variations

• Edit stock, price, or other details
• Update variation information
• Modify variation attributes if needed

Deleting Variations

• Remove variations that are no longer needed
• Ensure no stock exists for the variation
• Or transfer stock before deleting

Variation Examples

Example 1: T-Shirt with Size and Color

• Base Item: T-Shirt
• Variations:
  • Small - Red
  • Small - Blue
  • Medium - Red
  • Medium - Blue
  • Large - Red
  • Large - Blue
• Each variation tracked separately

Example 2: Shoes with Size

• Base Item: Running Shoes
• Variations: Size 7, Size 8, Size 9, Size 10
• Different stock and price per size

Example 3: Phone with Storage and Color

• Base Item: Smartphone
• Variations:
  • 64GB - Black
  • 64GB - White
  • 128GB - Black
  • 128GB - White

Best Practices for Variations

• Plan variations: Design variation structure before creating items
• Keep it simple: Don't create too many variation combinations
• Use consistent attributes: Use same attribute names across items
• Track stock accurately: Ensure stock is tracked for each variation
• Set appropriate prices: Price variations based on cost differences
• Use clear names: Use descriptive variation names
• Review regularly: Review and update variations as needed
• Train your team: Ensure users understand variation management

Variation Reports

Generate reports for variations:

• Stock Reports: View stock levels by variation
• Sales Reports: Analyze sales by variation
• Performance Reports: Compare variation performance
• Low Stock Alerts: Receive alerts for low stock variations

Common Variation Scenarios

Clothing Store

• Variations: Size (S, M, L, XL) and Color (Red, Blue, Green)
• Track stock and sales by size and color
• Set different prices for different sizes

Electronics Store

• Variations: Storage (64GB, 128GB, 256GB) and Color
• Track inventory by storage and color
• Price varies by storage capacity

Furniture Store

• Variations: Material (Wood, Metal) and Color/Finish
• Track stock by material and finish
• Different prices for different materials

Troubleshooting

Variations not showing?

• Verify product variation is enabled in item settings
• Check if variation is enabled for the specific item
• Ensure variation attributes are created
• Review item configuration

Cannot create variations?

• Check if variation feature is enabled
• Verify you have proper permissions
• Ensure variation attributes are set up
• Review any validation errors

Stock not tracking per variation?

• Verify stock tracking is enabled
• Check if stock is set for each variation
• Review stock movement history
• Ensure variations are properly configured

What's Next?

After configuring variation settings, you should:

1. Create variation attributes you need
2. Enable variations for relevant items
3. Create variations for existing items
4. Set stock and prices for each variation
5. Test variation functionality
6. Generate variation reports
7. Train your team on variation management

Proper variation configuration helps manage items with multiple attributes efficiently. Take time to set up variations that match your business needs and enable accurate inventory tracking for each variation.