HOPE System Guide Setup 11/30/94 Page 179

Setting up Groups and Kit Relationships (2)

To build the kit/group you use the next screen to tell whether this is a new or existing root item for a kit or group, or whether you are adding this item to an existing group. The computer will search for an existing group record and bring it into the highlighted Bill of Materials or Kit/Group list page, with the existing components and their functions shown. Just tab to the desired space to edit an item number or function. Adding a function is done by tabbing to the first blank space.

If no existing group record is found for a prospective group item (assuming, again, that the basic item record is present), the system creates one. In either case (added/edited, or first item for a group), a list of possible functions will appear. Choose the first function you are interested in, and choose/type in the stock item number for the item which will most likely be chosen to perform that function. (In computers, for example; If your most common hard drive size is for a two Gigabyte drive, choose Hard Drive as the function and enter/choose your most popular 2 gig hard drive brands stock item number in the stock number space presented). Dont worry that there may be other choices as well. You will have the opportunity to add the alternates later.

Repeat the process for each function which makes up the group. For example (in furniture), in an upholstered living room group; Choose the seating function for a sofa first. Repeat it for a loveseat and, if it may be added, for a chair. Choose the table function three times if three tables are to be included, and the lamp function twice to add two lamps. Choose (Included in Price/Not Included) for each item, whichever applies.

When the group is fully specified, choose Done. A second screen will be shown allowing entry of overall information about the group. You may now scroll through the functions you have chosen, and add items to any/all of them. These items will show up as alternate choices on the selection screens. The ratings you give to the preference will affect the position of each item on the choice list for each function or option. Note that the first item you entered will be listed first.

If you do not wish to offer additional options for each function you may exit this screen by choosing Done Overall. Otherwise, choose Done or press <Esc>ape for each item when you have entered the choices using the left and right arrow keys to navigate from option to option. When done with all options and functions and the group/kit is fully specified, choose Done Overall.

While this process can be time consuming, it will prove extremely helpful in expediting customer sales and maximizing customer satisfaction (Such as at times when a customer is standing in front of you, and perceived competence and speed is crucial). Moreover, your inventory and ordering will be maintained automatically, or at least with a minimum of effort.