Assigning Base Items to Products

A base item (formerly called a base generic product) is a NetSuite item used as a placeholder. After users submit the configuration, the base item is added to the transaction as the main configured item, regardless of the specific choices made in the configuration.

To create the base item, you only need to enter the basic information needed to save the item record. The configuration provides the rest of the information.

Note:

The base item must be an active item. An item is active when the Inactive box isn't checked. You can find this option under the System Information subtab on the item record.

To assign a base item to a product, go to CPQ > Configurator > Product Maintenance. Edit the product that requires a base item. To choose the base item, two options are available:

In the Base Item field, select an item from NetSuite.
In the Base Item (Item Creation Record) field, select an item creation record to create the item when users submit the configuration. For more information, see Assigning Item Creation Records to Materials, Additional Items, or Products.

When you're finished, save the product record.

You can use the following item types as base items:

inventory items
assemblies
kit/packages
non-inventory items
subscription plans

To create work orders for configured items, select an assembly as a base item. For more information, see Creating Work Orders for Configured Items.

On the Custom or CPQ subtab of the item used as a base item, define the product used to edit configured items. For more information, see Defining a Product to Edit Configured Items.

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