Product Instructions
Product instruction’s primary function is to help add specific instructions to a product that require custom attention to be communicated. Instructions can be applied to products or materials. The default picker is products.
Attached Services are products that can be customized, like choosing to engrave an item you order.
For example: You may offer a hockey jersey that comes in various colors and sizes but also allows you to customize the name and number on it. In this case, the jersey would be considered to have both variations with added instructions. However, as far as the SKU is concerned, you would identify this item as a product variation.
Note: Product instructions are for the product added to the Ordering Cart
Instructions are defined in the business as part of the inventory with the following five categories:
- Global
- Joiners
- Message
- Preparation
- Additions
Building Your Instruction Set
Combinational Instructions
Combinational instructions work collectively by combining ‘Global’ and ‘Joiner’ together to give flexibility to your instruction set.
Global - Instruction Set
Instruction sets in ‘Global’ are mostly action verbs and elements that start the instruction. For example, words could be: bring, send, contain, buy, show, take, tell, verify, check, get, wash, finalize, lay, lend, offer, edit, make, come, respond, run, arrive, continue, go, No, Add, With, Extra, Rush, Don’t, Make, Do
Joiner - Instruction Set
Joiners are mostly words related to businesses' main products for catering which may be: Sour Cream, Lettuce, Mushrooms, Olives, Peppers, Pista, Plain Nuts, Potato, Tomato, Tutti-Frutti, Vanilla, Veggie, Meats, Shrimp, and Vegetables.
Independent Instructions
Messages - Instruction Set
These are quick messages that businesses can attach to a product(s) - they are simple to add and
Preparation - Instruction Set
Focused on how you would like to prepare your product for your customers. This functionality is used when you are uniquely customizing your customer orders. Depending on your business needs, preparation could be thought of as - putting together, producing, building, arranging, developing, assembling, constructing, composing, etc.
Preparation can have flat pricing that you can add to the product you are selling.
Some examples are building wooden crates, painting black, Preparing for storms, etc.
Additions - Instruction Set
Focused on whether you like to add anything to your product for your customers. This functionality is used when you are uniquely customizing your customer orders. You can use addition as additional charges. Some examples are Smart switches to an electronic board.
Preparation can have flat pricing that you can add to the product you are selling.
Some examples are adding LED lights, Adding a higher DB horn, Adding engraving, etc.
Instructions with Cost & Taxes
Cost is not mandatory in setup, but taxes become mandatory when the cost is applied to instructions.
Instructions can be applied for the entire quantity or per each quantity of a single product.
Taxes are applied based on the tax classification applied to the product setup. Tax classification setup is configured in ‘Sales Taxes’ under ‘Setup’. The tax class applied to the product is applicable to the SKUs under that product.
Applying Instructions in Quotes and Jobs
Users can apply instructions to a single product or multiple products at the same time. Users can remove instructions individually per product. Instructions are shown in the product cart, summary, and invoice.
Navigation Reference: Quotes → Services → Products
Case of joiners - Joiners and pricing of joiners remain the same. It gets added to the product and multiplied with quantity. For example, Extra Cheese is $0.25 per item, for 300 items, extra cheese will be $75.
Creating Product Instructions: A Step-by-Step Guide
Product instruction’s primary function is to help add specific instructions to a product that require custom attention to be communicated. Instructions can be applied to products or materials.