Maintaining Parent Fields

This article describes how to add a new value to a Parent Field (see related article), update the attribute's list of values and then generate price groups.

For example, your Silestone Color attribute has a parent field named "Silestone Color Group" with the values Group A and Group B but now you want to add the new value "River Series".

  1. Add the value "River Series" to your parent field named "Silestone Color Group"
  2. Add new colors and/or move existing colors to "River Series".
  3. Create a price group named River Series by selecting the parent field when generating price groups

The steps below refer to Sell Products but the process would be similar for Purchase Products.

  1. Go to Quote::Edit Sell Products and find the Product Attributes section. (You may need to scroll down past your list of products to find it.)
  2. Click on the name of the attribute (example: Silestone Color) and select Edit list of values
  3. Double-click on the parent field (example: Silestone Color Group)
  4. Click on the New Silestone Color Group... button and then type the name of your new group (example: River Series) and click OK.
  5. Click on your browser's back button and then click on the New Silestone Color... button and type in the new colors.
  6. Select the colors you want to group together (example: Yellow Nile and Sonora Gold) and click the Move Selected to Parent...button
  7. Select the Parent Field (example: Silestone Color Group) and Value (example: River Series) and then click OK

    The value now appears in the parent column for the selected colors. (example: Yellow Nile and Sonora Gold have the value River Series in the  Silestone Color Group column)
  8. Generate price groups using the parent field
    1. Go to Quote >Edit Prices, click in the Price Group column and select Generate Price Groups...
    2. Select the parent field to have JobTracker generate a price group for your new parent field value.
    3. Click in the Price column to enter the price.

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