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 parent product.
For example, you might normally sell a water heater with one relief valve, three lengths of pipe, and a catch basin. Define the relief valve, pipe, and catch basin as add-on products for the water heater.
You can indicate in the Product Maintenance product record which items are related to the parent 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.
Use the
Note: The Suggested Purchase Order Queue picks up all required and related items when stock levels reach the order point.
To setup a product as a related item for another product:
Display the parent product for which you want to define a related item.
From the Additional Data menu, select Product Relationship to display the Product Relationship Maintenance window.
From the Relationship Types area, click the Valid Relationship Type that you want to assign a related item to.
Note: These types are set in the
In the Related Item Product Description field, enter the product which you would like sales personnel to sell with the primary item.
The Statusfield populates based on the status of the related product according to the product file in Product Maintenance.
In the Allowed Branches field, indicate which branches in your company that you want to permit this related item to be ordered.
In the Quantity field, enter the minimum quantity the customer must order with the related product. This entry must be a whole number.
In the Required field, leave the check box unchecked to indicate that this item is not required to be purchased with the parent product.
In the Split Shipment field, indicate if the related item can be shipped separately from the related product. If Split Shipment is allowed, then the item can be shipped after the parent product, but not before.
Generally for related items, this check box is checked because the items do not have to be shipped at the same time and the parent product does not require the related item in order to be installed or work properly.
Repeat steps 3 - 8 to add other related product options.
If you define more than one required item for a product, use the Move Up and Move Down buttons to put the item in a preferred order.
Click the x to close the window and at the prompt, click Yes to save the changes.
Close the window to save the settings and exit this window.
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