The Related Products drawer, opened by clicking the Related button, lists the Products that have been related to the open Product. When the open Product is quoted, ordered or invoiced, a popup window listing the related Products appears, prompting the user to double-click the related Products to add them to the sales document. Related Products are a convenient way to remind salespeople to upsell an item with related accessory or warranty products.
Adding a Related Product
Type the Product Code or Description of the Product you'd like to "relate" to the primary Product in the search field of the Related Products drawer. When the correct match appears, double-click it to add it to the list of Related Products. You can adjust the number in the Qty column to indicate the quantity needed of the Related Product. In the POS screen, Related Products appear in the lower right corner when the User is browsing a Product.
Clicking the checkbox beside each Related Product will turn on the auto-add feature – when the primary Product is attached to a sales document, any auto-add Related Products will automatically be attached to the sales document also. Otherwise, the Related Product will only appear in a list that can be dismissed or accessed.
Build
The Build tab of the Related Products drawer, opened by clicking the Related button, lists the constituent Products that have been related for building the open Product with the Build Inventory tool. The Amount field shows the number of Products that can be built with the constituent Products.
For example, building a necklace out of chain and a pendant can be done with Build, combining raw materials and adding their respective Costs to create a finished Product that can be sold on its own. For more information, see the Build & Break Apart article.
Break Apart
The Break Apart feature allows you to break a primary Product down into individual quantities. For example, you have a Product in your database that is a case of 10 DVDs, and you want to break it into 10 individuals that you can sell. Create a second Product with a unique Product Code and Description. You may choose to enter the cost of an individual unit in the Supplier Costs grid. Save it. In the primary Product’s profile, find the new Product in the Break Apart tab, double-click it, and enter the quantity 10. Save it. In the Tools menu, choose Break Apart Product, and find the primary Product. In the Amount to Break Apart field, enter the quantity of boxes you want to break down. Click Break Apart. Your primary Product quantity will decrease, and the new Product quantity will increase.
Pre-mapping of the Break Apart individual Product can be done in the Break Apart tab of the Case Master Product as described above for the Build feature. This pre-mapped Product will auto-populate when the Break Apart tool is used. For more information, see the Build & Break Apart article.
