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 primary product to work, but are recommended based on how the primary product functions.
The related item types are set in the
To sell related products on a sales order:
In the Qty/Unit field and Product Description field, enter the product information for the original or parent product you want to add to the order.
Note: When a product has available substitutes, Related Items displays in red on the status bar.
Right-click on the line item with substitutes and select Subs/Related Items to display the Product Relationships window.
Note: Depending
on your settings in the
In the Related Items area, review the items that will be added to the order.
Note: If you want to substitute this product, then you must select a substitute first. The Related Items area updates as you select or change the selection in the Sub? column.
Click the Use Suggested Quantities check box above the table if the customer wants all the related items at the recommended quantities listed in the Sugg Qty field and all items are added to the order. If the customer does not want the recommended quantities, continue with Step 6.
In the Order Qty field, enter the order quantity for the related items the customer wants to order.
The quantity listed in the Sugg Qty field is the recommended order quantity and can be more or less than the default number. For example, this field may read 10 (1/parent). The 10 indicates that if you ordered 10 items of the parent product and the customer wants the related items, then add at least 10 of the required items to the order so that each parent had one of the related items.
The remaining fields populate from the system based on the product file:
Type - The product relationship type set in Product Maintenance.
Product - The product description for the required item as set in Product Maintenance.
Available - The amount of product currently available based on system calculations and order needs.
Unit Price - The amount each unit costs the customer. This number is based on the unit of measure, such as each or box, depending on how the product is set up in Product Maintenance.
Subs? - The system indicates if the related item has substitutes of its own, if it is unavailable.
Use the Detailed Scheduling tab to change ship dates or other scheduling data, if required.
Note: A warning displays if you change the ship date to ship the required item before the parent product.
Click Save and Exit to add the related items to the order.
See Also:
Adding Related Items to Purchase Orders