To set up a product as a required item for another product:When you sell products in your warehouse some of those products have additional items that are essential to purchase with the parent product and they must "tag along" with the parent product as a required item. These tag-along items must be purchased with the parent product.
For example, if you sell a specialty lamp which requires specific bulb types. Therefore, you must indicate in the Product Maintenance product record which items are required for those products. You can assist the salesperson by setting these options ahead of time. Then the system displays a list of items for the salesperson to review, add required items, or select from and place related items 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 sales personnel must add when selling the primary product.
In the Br/Tr field, indicate which branches in your company this required 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 minimum amount that the customer must order.
In the Reqd field, type Y to show that this item is required.
In the Split Ship field, indicate if the required item can ship separately from the primary product. If a split shipment is allowed, then the item can be shipped after the parent product, but not before the parent product. For most required items, this field is set to No because the items need to ship together.
For example, if the required item is a lamp, the shade could ship separately because it is not necessary for the item to work. However, the specialized bulbs would need to ship with the lamp.
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.
Press Esc to save your changes in the product record and exit the screen.