Adding Related Items to Sales Orders

Related items are non-required products which are recommended or suggested for sale with the parent product entered on the order. These items are not necessary for the parent product to work, but are recommended based on how the parent product functions.

The related item types are set in the Valid Product Relationship Types control maintenance record.

To sell a related product on a sales order:

  1. Display the order.

  2. In the Qty/Unit field and Product Description field, enter the product information for the parent product you want to add to the order.

  3. Do one of the following:

  4. If a product reminder message displays indicating that the parent product has related items, press Enter to close the reminder message, then use the Subs hot key to display the related Items screen.

  5. If no message displays, but the Subs hot key highlights to indicate that the product substitute items, then use the Subs hot key to display the Related Items screen. If the parent product has substitutes, the system may display the Substitute Items screen first.

  6. If you want to view the related items on the order, then place the cursor on the parent product and use the Subs hot key to display the related Items screen. If the primary product has substitutes, the system may display the Substitute Items screen first.

  1. If there are substitute items, the Substitute Items screen displays first. Decide on substitute items, then press Esc to display the Related Products screen.

Note: You can also access the Related Products screen by using the Subs hot key and selecting Related Items. The Subs hot key highlights if there related substitute or related products assigned to the parent product.

  1. On the Related Products screen, select the item the customer wants to add to the order. The Ord Qty field is set at zero (0) and there is a suggested quantity in the Rec'd Qty field.

Note: The suggested quantity is set in Product Maintenance.

  1. Do one of the following:

  2. For each specific item the customer wants, change the quantity to the quantity and press Esc to add the items to the order.

  3. Use the Add Recommended hot key to add all the related items to the order with the recommended quantities.

  4. Change the quantity to the amount the customer wants and press Esc to add that amount to the order.

  1. Use the Inquiry hot key to investigate product history or product file details, if needed.

  2. Press Esc to add the related items to the order and exit this screen.