To sell a required product on a sales order:When you sell products in your warehouse some of those products have additional items that are essential to purchase with the parent product. These tag-along products have recommended order quantities set up. Use the recommended quantities to add the correct number to the sales order.
For example, if you sell a specialty light fixture, there may be bulbs that only work in that fixture. Therefore, you must indicate in the Product Maintenance product record which items are required for those products. You can assist the salesperson by specifying required products, and then the system displays a list of items for the salesperson to select from and place on the order.
The required item types are set in the Valid Product Relationship Types control maintenance record.
Note: If you delete a parent product from the sales order, the system also deletes any required items for the product from the order.
To sell a required product on a sales order:
Display the order which requires an additional product sale.
In the Qty/Unit field and Product Description field, enter the product information for the parent product you need to add to the order.
Do one of the following:
If a product reminder message displays indicating that the product has related items, press enter to close the reminder message. Then, use the Subs hot key to display the Related Items screen.
If no message displays, but the Subs hot key highlights to indicate that the product has substitute items, then use the Subs hot key to display the Related Items screen. If the parent product has substitutes, the system displays the Substitute Items screen first.
If you want the related items to display on the order, then place the cursor on the parent product line, and use the Subs hot key to display the Related Items screen. If the parent product has substitutes, the system displays the Substitute items screen first.
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.
On the Related Products screen, select the item which the customer must add to the order. The system populates Ord Qty field with what is recommended. This field can only be increased in quantity and cannot be de-selected.
Note: Set the recommended quantity in Product Maintenance.
Use the Add Recommended hot key to add all recommended items to the order.
Use the Inquiry hot key to investigate product history or product file details, if needed.
Press Esc to save your changes and exit this screen.