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Feature Items - How To Setup

There are a number of steps necessary for this to function correctly in version 9.6 or greater. Follow these and you'll be ready to create a feature item, complete with options.

  • First, ensure all of the feature items exist. Use your standard procedures for new item creation.
  • Navigate to the Item in question. You should see /ItemForm.aspx?Item=XXXXXX or /ItemOneida.aspx?Item=XXXXXX in the URL (where XXXXXX is the item number.)
  • Edit the Item.
  • In the URL, you should see /Inventory/ItemEdit.aspx?ItemNo=XXXXXX (where XXXXXX is the item number.)
  • Click on the Item Setup tab on the left.
    • On the right column, change the Item Type to Feature Item.
      • NOTE: If you are do not want this item to immediately become a feature item (for example, it is currently a Kit Item), you can skip this step and still add Feature Options below.
    • On the left, Pricing Method will appear once you change the item to a Feature Item (or your item is a Kit Item). Use the same rules for Kit Items. Below are the standard:
      • Pricing Method should be Rollup with Parent (providing you want the price of the features to stack with the core item).
      • Cost Method should be Item Location.
  • Click on the Feature tab on the left.
Add the Feature Options and Item
  • Click on Add Feature.
  • This will cause the Feature popup to appear.
    • Feature No will be auto-generated and can be ignored.
    • Input the description.
    • If Required, click the checkbox.
    • If there is a Minimum amount of items in this feature, input that in the field.
    • If there is a Maximum amount of items in this feature, input that in the field.
    • Click on Add Option to begin adding options.
      • This will cause the Feature Option to appear.
      • As before, Feature Option No will be auto-generated and can be ignored.
      • Click on the Search to locate the appropriate Feature Option.
      • On the Search popup, input the item description or item number, then search. Click on the correct item.
      • If there are multiple quantities per this parent, input that in the Qty Per Parent.
      • Click the checkbox for Allow Qty Change if you want the customer to be able to alter the quantity.
      • Click Save.
    • Repeat this Add Option for each option to be added for this feature.
    • Make sure to click on Apply Changes to save your work!
    • Click Save and Close once you've finished adding all of the options for this feature.
  • This takes you back to the Feature option. Repeat the above to add new options.
  • Save and Close once you are done.