Selling Required Items on Sales Orders

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.

Note: If you change the quantity on the order for the parent product, then the system adjusts any required items minimum order quantities accordingly.

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.

Use the Related Products Display Mode control maintenance record to indicate how you want the required item product information to display in order entry: automatically or at a prompt.

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 required products on a sales order:

Display the sales order.
In the Qty/Unit field and Product Description field, enter the product information for the original or parent product you need 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 Related Products Display Modecontrol maintenance record, the system may add required items automatically, display the Product Relationships window, or prompt you before displaying the window.

In the Required Items area, review the items that will be added to the order.

Note: If you want to substitute items for this product you must select a substitute first. The Required Items and Related Items areas update with the substitute's required and any related items as you select or change the selection in the Sub? column.

In the Order Qty field, change the order quantity for the required items as needed. These quantities can only be increased.

The quantity listed in the Min Qty field is the minimum order quantity and cannot be less than the default number. For example, this field may read 125 (5/parent). Indicating that if you ordered 25 items of the parent product, then you must order at least 125 of the required item so that each parent has 5 of the required items.

The remaining fields are populated 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.

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 required item to the order.

Note: Since required items must be added to the order, if you click Cancel to exit the Product Relationships window, then you are prompted to add the required items to the order or remove the parent product.