How do I setup Replacement Windows in GlasPacLX? Follow

Note: This article will only be helpful to those who understand the fundamentals covered in the Complete Flat Glass Setup Guide.

Overview

Create Products and Options for Vinyl, Wood or Fiberglass Windows in GlasPacLX

 

Process

GlasPacLX can be used to effectively price home replacement windows. Customers using LX in this way have the challenge of setting up their own products and options, as there is currently nothing like NAGS for home windows.

When LX is set up properly it is pretty simple to create quotes for replacement windows.

There is more than one correct way to configure GlasPacLX to sell windows - this method appears to work well. Please post comments and suggestion and/or create your own alternative methods of setting up replacement windows in LX.

Rather than create a single ginormous document, I have taken the approach of creating an overall outline here, and will then create separate documents for each component of the setup process. As each detail document is created it will be linked to and from this document.

  • Create categories for residential windows
    • Create a single top level category of Replacement Windows
    • Create a sub category for each window brand the shop uses
    • Create a further nested category for each model
  • Create categories for window options - it is best if there is a "top" level category for Window Options - this will prevent Options from showing up as a type of window when the user is first selecting the window. Please feel free to try this other ways, but it is easiest for users if the options do not show up until they are ready to select options.
    • Create a sub category within Options for each Make of window you sell.
    • Create a further sub category for each model if appropriate. Some manufacturers will have the same options available for multiple models they sell, with the same pricing for those options (for example, the option for obscure glass) for all those models. If each model has different options (or pricing) you should create a separate sub category for that Make/Model to contain the unique options appropriate.
    • You may want to create separate sub options for such things as Glass or Build options. This will make it easier for the user to locate the options to add. Try to setup options so users don't often have to scroll to find the item they need.
  • Add products for each configuration of window
    • Each model of window will generally be available in multiple configurations - each should be set up as a separate product. For example the Milgard Tuscany window is available as a horizontal slider, a casement, a single hung window, etc. The Horizontal sliders are available as XO, OX and XOX - the X signifies a sliding pane and the O signifies a fixed pane - so an XO is a window where the left pane slides and the right pane is fixed (when viewed from outside the home)
    • Windows should usually be entered as Miscellaneous Parts. Some windows are available in various OA (Overall) thickness and may partly be priced based on thickness. Misc items have the option of using custom created sizing, which will be more useful for windows than using the thickness pricing used by flat glass.
    • Windows can often be priced as a base amount plus a price per square foot. For example, a window may be prices as $200 plus $15 per square foot. While there will often be seemingly random variations from this theme (sometimes even for odd sizes of a particular window) you will generally be able to come close to the manufacturer prices in this way. In GlasPacLX that means you will enter the base amount as a Plus $ Amount and the square foot price as the Price (with a Pricing Method of Square, and a Pricing UOM of Sq Foot)
    • Each product will point at the Option category for either the specific model, or for the Make (if all models from a manufacturer share the same options at the same price) in the Fab/Option Category field. The options will then use only those options appropriate for the specific product selected.
    • The duplicate feature is a huge help when setting up various configurations - typically, only a few things will change between certain configurations.
  • Add options for each window (product) you have setup.
    • Each type of glass available for a window should be included in the options for that window. Glass is generally priced based on square feet.
    • Argon will usually be an option (and occasionally Krypton) with an added charge based on square feet.
    • Grid is often available with a few options (color, external, etc.) Grid is also usually priced based on square feet.
    • Users may want to add installation as an option. Even though the installation is labor performed by the shop, it makes sense to include it as an option, for ease of creating quotes. The pricing method will typically be Each, often with different prices for second floor vs first floor installations (and sometimes a higher price for windows above a certain size).
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