Products - Variants & Documents

Product Variants represent alternative configurations, versions or components of a main product.
They are used to define structural or functional variations that share common attributes but differ in specific characteristics such as design, model or composition.
This functionality allows the creation of hierarchical relationships between related elements, ensuring that complex products can be managed as organized, interconnected structures rather than isolated records.

Variants make it possible to group related components under a single product entity while maintaining clarity on each element’s role and dependencies within the overall structure.

Products - Variants (with Shared Price Activated)

When the Shared Pricing option is enabled, the Variants area focuses on defining the structural and organizational composition of the product.
In this configuration, the pricing and cost information are managed centrally through the Fees and Pricing section, while the Variants tab is dedicated to defining the hierarchy, categorization, and logical grouping of product components.

Each variant represents a specific sub-element or version of the main product and can be organized into parent–child relationships to form a multi-level structure.
The table provides several interactive fields and functions designed to maintain a clear, traceable and consistent definition of these variants.

Field	Description	Notes
Name	Identifies the name of the variant associated with the main product.	Required field. Each name must be unique within the product structure.
Code	Internal or external code used to reference the variant.	Optional.
SKU	Stock Keeping Unit that uniquely identifies the variant for operational or inventory purposes.	Optional.

Main features:

Aggregator

Defines whether the variant acts as a parent element that groups one or more child variants beneath it.

The Aggregator checkbox establishes a hierarchical relationship. When selected, it means the variant can contain subordinate (child) variants. Aggregators are primarily used for organizational purposes, helping structure products composed of multiple interrelated components.

⚠️Notes:

A variant with Aggregator selected and with children acts as a parent node that organizes and groups its related variants.

A variant with Aggregator selected but no children is still valid. It represents a potential parent element, even if not yet expanded.

A variant without Aggregator can still have children. However, this is generally used for specific functional relationships rather than grouping purposes.

Add New

Adds a new independent variant line at the end level of the structure. Used when creating separate variants that are not part of any hierarchical relationship. These can later be converted into children or aggregators as needed.

Expand All / Collapse All

Expands or collapses hierarchical structures for better visibility. Useful for visualizing nested structures.

Products - Variants (with Shared Price Inactivated)

When Shared Pricing is disabled, the Variants section expands its functionality to include both structural and financial data.

In this configuration, each variant line can have its own cost, price and associated fees, allowing for flexible and independent financial control across product components.
This setup is particularly useful when each product variation requires distinct pricing or cost management, while still maintaining the overall hierarchical organization.

The table layout adapts to include additional columns for Unit Cost and Unit Sell Price, as well as an Add Fee option at the line level, providing a more detailed and granular approach to variant management.

Field	Description	Notes
Name (Variant)	Identifies the name of the variant associated with the main product.	Required field. Each name must be unique within the product structure.
Code (Variant)	Internal or external code used to reference the variant.	Optional.
SKU (Variant)	Stock Keeping Unit that uniquely identifies the variant for operational or inventory purposes.	Optional.
Unit Cost	Displays the cost of the variant.	Read-only field in the table. The value is defined or modified through the Add Fee button.
Unit Sell Price	Displays the final selling price of the variant	Read-only field in the table. Calculated automatically from cost, margin and fees configured in Add Fee button.

Main features of the Variants table:

Add Fee – (Line-Level Configuration)

Selecting Add Fee opens the Fee Details dialog, where users define the detailed financial information for the selected variant.
This is the only interface where cost and pricing can be entered or modified when Shared Pricing is off.

Field	Description	Notes
Description	Identifies the fee being applied.	Free-text field to describe the fee.
Fee	Percentage or fixed amount applied to the cost.	Can be toggled between % or value mode.
Value	Displays the monetary amount of the fee.	Automatically calculated when the fee is defined.
Cost	Base cost associated with the variant.	Editable. This field determines the foundation for margin and net value calculations.
Margin Percentage	Profit margin percentage applied to the cost.	Used to compute the Margin Amount dynamically.
Margin Amount	Displays the calculated profit margin value.
Net Value	Sum of Cost and Margin Amount.
Unit Fees Total	Total amount of all applied fees.	Updated automatically when new fees are added.
Unit Sell Price	The final selling price after all calculations.	Display-only. Reflects all fees, margins and cost inputs.

The Modify button applies the defined values to the selected variant, while Cancel closes the dialog without saving changes.

Products - Documents

The Documents section within the products module allows users to attach and manage all files or references related to a specific product. This ensures all supporting documentation, such as invoices, maintenance reports or certificates.

This section lets you attach, preview, download and remove files related to the product.

Documents can include technical specifications, process guidelines, photos, certifications or any other file that helps describe or support the delivery of the product.

Upload methods

You can add files in two ways:

Drag and Drop: drag one or more files into the highlighted drop zone.
Browse: click Browse and select the files from your device.

Once uploaded, each file appears as a card/thumbnail showing the file name and size.

Actions on each document

For every file card, the following actions are available:

Remove – click the delete icon (×) to remove the file from the product’s documents. Without a confirmation.
Download – click the download icon to save a local copy.