Sell a part as one and order it as its pieces

Some parts are sold as one thing and ordered as several. A small in-ceiling speaker, say, is one line on the client’s proposal, but the vendor ships it as an enclosure and a module, and it needs a trim and a grille the client chooses by shape and type. Florio keeps both views of the same part: the proposal shows the speaker, with the trim it was sold with; the job’s materials, the purchasing queue and the purchase order carry each piece, the trim and the grille at their own costs.

Before you start

Confirming kits, trims and sections on a list’s reading needs the right to import price lists. Changing a part’s pieces, its fit or the trim it needs needs the right to edit the catalog.
Costs show only to people who may see costs. Everyone else sees the pieces and the choices without figures.
Trim types are your company’s own words. Florio starts you with mud-in, solid surface and retrofit.

On the reading page

When a vendor’s list sets rows under a part, Florio checks whether those rows add up to it: their dealer costs and list prices, each times its count, match the part’s own. Under Check how the file was read, two cards show what it found.

Sold as One, Ordered as Parts lists every part whose rows under it add up, with the pieces and the figures. Press Confirm to keep it as a kit, or Not a kit to keep every row its own part. Undo takes your answer back, and Confirm the N left confirms the rest at once. A part whose rows do not add up is listed last as Do not add up: its rows are versions, finishes or options, each its own part.
Trims and Grilles lists the rows Florio takes for a trim or a grille, with the shape, type and size read from their words (TRIM, RING or GRILLE; ROUND or SQUARE; SHEET ROCK or MUD-IN, SOLID SURFACE, RETROFIT; the size in inches). A word Florio does not know asks: Choose the type. A grille fits by shape and size only. Choose Neither for a row that is not a trim or a grille.
Sections whose speakers need a trim lists the list’s sections. Set Needs a trim to the size for a section of speakers, and every part made from it asks for its trim on each proposal line.

Your answers are kept with the list’s reading, so the next list from this vendor needs no confirming unless a kit’s pieces change.

On the part’s page

A part ordered as pieces has an Ordered As card: each piece with how many go into one, its cost each and its cost, and The pieces added up. The part’s cost is what its pieces cost, each following its own list; the list’s own figure for the part is shown beside it for comparison. The card says which list confirmed it, and who.

Change a piece’s count in place, then Save. Add a piece opens the catalog picker; Remove asks once.
A person’s change is kept through later lists: the card then reads Edited by and their name, and a later list that differs says so in its review instead of changing the part.
A piece’s own page has Ordered As Part Of, the parts it is ordered for. A piece cannot itself be ordered as other parts.

Needs a trim

A speaker that takes a trim has a Needs a Trim card: the sizes it takes for each shape, where they came from, and every trim and grille in the catalog that fits it, by shape, size and type, with what each choice adds to the line’s price and what it costs. A shape, size and type with no trim in the catalog is not offered on the line.

A list’s section sets one size for both shapes. Where a speaker takes more, for example a 3 in or a 4 in trim, round or square, or an 8.5 in round trim or a 7 in square one, set Round and Square in place: each is a list of sizes, saved with Apply. A later list never changes sizes a person set. Clear both to say the speaker needs no trim.

A trim’s fit

A trim or a grille has a Fit card: whether it is a trim or a grille, its shape, its type and its size. That is how a speaker’s line finds it. A part made by hand whose name says it is a trim or a grille shows the fit its words read as, marked Read from its words, not set yet, until you set it.

On a proposal

Pick a speaker that needs a trim from the catalog and its line carries a Trim line under the description: pick the Shape, the Type and, where the speaker takes more than one size of them, the Size (otherwise the size is fixed). Each choice is saved with Apply, and the line shows what the trim and its grille add to each one sold. The line’s price is the speaker’s own plus that, shown as one figure; its cost drawer lists the pieces, the trim and the grille, each at its cost. If you priced the line by hand, changing the trim keeps your price and adds or takes away only the difference.

Until every such line has its trim, the line says Choose a trim, the proposal shows how many lines still need one with Show it, and it cannot be submitted or sent. If the catalog has no trim of the speaker’s size, the line says so; the line can still be priced, and Add one opens a new part.

The client’s document prints the trim under the line’s description in fixed words, with the size chosen, for example Trim: round, mud-in, 3 in. The pieces, the trim’s and grille’s own lines, part numbers and costs never print. A new version keeps the trim, and the accepted version records what was agreed.

Materials, purchasing and the order

When the proposal is accepted, a line sold as one and ordered as pieces becomes one materials row per piece, plus its trim and grille, grouped under a Sold as row that names what was sold, its room and its trim. Each row carries its part, its count times the line’s quantity, its cost and its status, and is released, ordered, received, split and returned like any other. Every line picked from the catalog now reaches materials with its part, so purchasing gets its suggested vendor and the vendor’s part number.

In the purchasing queue and on the order, each row says what it was sold as: “for FW68 × 4, Living Room” or “trim for FW68 × 4”. The order sent to the vendor prints the pieces with the vendor’s part numbers, never the client’s name for the speaker.

Change orders

A change order that adds a speaker from the catalog carries its pieces and the same Trim line, and it cannot be submitted until the trim is chosen. Approved, its rows join the materials grouped under what was sold. A part ordered as pieces cannot replace a single row: add it as its own line instead.

A later list

When a vendor’s next list arrives, its review says what it means for kits:

Its cost follows the pieces: the pieces now cost something else, so the part does too.
A new row under a kit whose figures add up asks once: Add it to the pieces, or Keep the pieces it had.
A piece no longer on the list: lines already sold keep it, and new lines still order it until somebody changes the pieces.
Edited by a person: pieces a person set are kept; the review only says that the list differs.

Good to know

A kit is one level deep: a piece is never itself ordered as pieces.
A piece sold by itself (only the enclosures, for a pre-construction phase) is an ordinary part: one line, one row to order, no trim.
A line picked before this feature has no trim line and is unchanged.