When you sell products in your warehouse some of those product have additional items that are "nice to have" to help them work and they can be purchased with the primary product.
For example, if you sell a lamp, you can suggest having several different lengths of extension cords available, depending on where the customer maybe installing that item. Therefore, you can indicate in the Product Maintenance product record which items are related to the primary products. You can assist the salesperson by setting up related items, and then the system displays a list of items for the salesperson to select from and place on the order.
Note: The Suggested Purchase Order Queue picks up all required and related items when stock levels reach the order point.
To set up a product as a required item for another product:
Display the primary product for which you want to define a required product.
Use the Subs hot key and select Related Items to display the Related Items Maintenance screen.
The Desc field displays the parent's Product Description from the Product Maintenance screen.
In the Description field, enter the product which the sales personnel could add when selling the primary product.
In the Br/Tr field, indicate which branches in your company this item is valid to add to orders. Type All if the items can be sold at any of your branches.
In the Quantity field, list the recommended amount that the customer should order.
In the Reqd field, type N to show that this item is not required.
In the Split Ship field, indicate if the required item can be shipped separately from the primary product. If split shipments are allowed, then the item can be shipped after the primary product, but not before it. For most related items, this field would be set to Yes because the items do not need to be shipped at the same time.
In the Type field, enter the type of item you are entering.
Note: These types are set in the Valid Product Relationship Types control maintenance record.
Press Esc to save your changes and return to the product record.