Additionals and Swap Types
There are five types of additionals/swaps:
- Additional – adds the product as well as the original product
- Replace – replaces the product with a different product
- Switch – switches the product, but leaves the item the same, so it looks like the original product entered to the customer
- Web swap – offers the product as a swap to HorizonWeb customers in the cart.
- Logo – offers logo products to embellish the original product
A Logo type swap is used with HorizonWeb to offer logo products in Product Details. Logo products are embellishments to the original product that are specific to the customer. Logo swaps also work with Horizon when talking orders directly. Logo products are displayed in the sales order in italics. When importing a Logo type swap, the main product is set as Flat-pack. The Parts list will remain blank.
Switch sells can be edited on the stock card. They can also be imported from a file.
File format
There is no header row for this file format.
| Column | Description | Values | Functionality |
|---|---|---|---|
| A | Item code | Code. | |
| B | Swap to code | Code. | |
| C | Action | ADDITIONAL, REPLACE, SWITCH, WEBSWAP or LOGO |
|
| D | If swap In stock | Y or N. | Y – if the "Swap to" product is in stock, the swap is made. |
| E | Offer choice | Y or N. | Y – the swap is offered to the user when adding the code. Note: When importing a Web swap type switch. Offer choice must be selected (in this file Y) for the switch to be offered in the cart. |
| F | If none of original | Y or N. | Y – if there is no stock of the original product, the swap is made. |
| G | Info only | Y or N. | Y – the product is not swapped. ⇆ |
| H | Classification | String. | Name of swap classification, e.g. Environmental, Cheapest, High Quality. The names you use for classifications is your choice, but should be set up in Company Set-up > Settings > Swap Classes. |
EXAMPLE
Logo swaps
Create a CSV file with data lines similar to:
ProductCode,LogoProductCode,LOGO,N,N,N,N when the logo product is required, or
ProductCode,LogoProductCode,LOGO,N,Y,N,N when the logo product is optional.
You can add more than one Logo swap to a product. Each one is imported as a separate line.
Importing Additionals/Swaps Files
- Save the switch sell file to a folder on your computer, or to a location with a mapped drive.
- On the Utilities menu, click Import Product File. The Import Files window opens.
- Click Extras
- Select from:
- Update existing – when selected, existing alternatives are updated.
- Information only – when selected, Info only is set for all alternatives. The pop-up window when entering a sales order or sales quotation line will not open.
- Web visible catalogues only – when selected, alternatives are only created for items in catalogues not set to Hide on Web.
- Use swap class and swap to code – when selected, the swap to code and swap class are used to determine if a swap exists. If Update existing is selected then existing swaps for the swap to code and the swap class will be updated.
- Click Additional / Swaps.
- Find the additionals/swaps CSV file and select it.
- Click Open. The additionals/swaps will start importing.
- When completed, a message is displayed. Click OK.
