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(Created page with " Related Product Do You know how to create a related product and how to nest related products? A related Part is used when you have a main product that you sell and when this p...")
 
 
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'''Related Product'''
  
Related Product
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Do You know how to create a '''Related Product''' and how to nest related products?
  
Do You know how to create a related product and how to nest related products?
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A '''Related Part''' is used when you have a main product that you sell and when this product is sold there is a '''Related Part/Product''' that is '''Always''' sold along with the main product.
  
A related Part is used when you have a main product that you sell and when this product is sold there is
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*To '''Add''' a related part select '''Inventory''' from '''Main Menu''' then Product List.
a related part product that is always sold along with the main product.
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*Select the '''Product''' that you wish to '''Add a Related Part''' to
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*From the '''Product''' screen select the '''Related Parts''' tab at top right of screen
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*Enter the '''Part Name''' that is to be related then the '''Quantity''' that is to be the default. 
  
To Add a related part, you first need to add the main product Refer New Product<LinkId=425> Save
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'''NB:''' If you do not want to see the related part '''Printed''' on the '''Sales Order/Invoice''' click the '''Hide''' radio button. You will see the related part in the '''Sales Order/Invoice''' on '''Screen''' but when you preview/print the related part will not be seen. If there is a '''value''' loaded for the related part be aware that the related part will not be seen on the Sales Order/Invoice, but the '''value''' will be in the '''total''' but no description of the related part shows. It is '''Recommended''' to not click '''Hide''' if there is a value loaded for the related part.  
Then select Inventory from Main Menu then Product List.
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Select the product that you wish to add a related part to. This brings up the Product screen
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Then select the Related Parts tab at top right of screen
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Enter the Part Name that is to be related then the quantity that is to be the default.
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If you wish to Hide the related part, tick the Hide Radio Button.
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Note: If you do not want to see the related part printed on the Sales Order/Invoice click the Hide
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*You can '''Nest''' related parts by adding a '''New''' related part to the related part in the same way as above.  
radio button. You will see the related part in the Sales Order/Invoice on screen but when you preview/print
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*Choose the related part from the '''Product List''' then click on '''Related Parts''' tab.  
the related part will not be seen
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*Create a new related '''Part Name''' for the Product.  
If there is a value loaded for the related part be aware that the related part will not be seen
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*Be careful not to '''Relate''' a product to a related product that has '''Already Been Established'''. If the related product is already within the loop&nbsp; '''EG.''' Product Monitor .......Related part to Monitor is a Mouse ........Related part to Mouse is a keypad  
on the Sales Order/Invoice, but the value will be in the total but no description of the related part shows.
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*You can not add a related part to a keypad of a mouse for example. A warning message will appear to advise you as it would '''Creat a Circular Reference'''
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*If you are '''Importing''' the parts you will not receive this message so be aware of this.
RECOMMEND do not click Hide if there is a value loaded for the related part.
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You can nest related parts by adding a new related part to the related part in the same way as above.
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Choose the related part from the Product List then click on Related Parts tab.
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Create a new related Part Name for the Product.
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NOTE: Be careful not to relate a product to a related product that has already been established. If the related product
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is already within the loop.
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eg. Product Monitor
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    .......Related part to Monitor is a Mouse    
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........Related part to Mouse is a keypad
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You can not add a related part to a keypad of a mouse for example. A warning message will appear to advise you "You cannot
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Assign this product as a related Part, it would Create a Circular Reference. If you are importing the parts you will
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not receive this message so be aware of this.
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Latest revision as of 14:38, 31 October 2011

Related Product

Do You know how to create a Related Product and how to nest related products?

A Related Part is used when you have a main product that you sell and when this product is sold there is a Related Part/Product that is Always sold along with the main product.

  • To Add a related part select Inventory from Main Menu then Product List.
  • Select the Product that you wish to Add a Related Part to
  • From the Product screen select the Related Parts tab at top right of screen
  • Enter the Part Name that is to be related then the Quantity that is to be the default. 

NB: If you do not want to see the related part Printed on the Sales Order/Invoice click the Hide radio button. You will see the related part in the Sales Order/Invoice on Screen but when you preview/print the related part will not be seen. If there is a value loaded for the related part be aware that the related part will not be seen on the Sales Order/Invoice, but the value will be in the total but no description of the related part shows. It is Recommended to not click Hide if there is a value loaded for the related part.

  • You can Nest related parts by adding a New related part to the related part in the same way as above.
  • Choose the related part from the Product List then click on Related Parts tab.
  • Create a new related Part Name for the Product.
  • Be careful not to Relate a product to a related product that has Already Been Established. If the related product is already within the loop  EG. Product Monitor .......Related part to Monitor is a Mouse ........Related part to Mouse is a keypad
  • You can not add a related part to a keypad of a mouse for example. A warning message will appear to advise you as it would Creat a Circular Reference
  • If you are Importing the parts you will not receive this message so be aware of this.