To add a related item to a purchase order:Related items are non-required products which are recommended or suggested for purchase with the parent product entered on the order. These items are not necessary for the parent product to work, but are recommended based on how the parent product functions. When you replenish the parent product, you should check the stock levels on the recommended items as well and replenish as needed.
The related item types are set in the Valid Product Relationship Types control maintenance record.
Use the Auto Open Related Items Window For Items W/O Avail In POE control maintenance record to indicate if the Product Relationships screen displays. If set to yes, then the screen displays if related items are assigned to the parent product.
Note: The Suggested Purchase Order Queue picks up all required and related items when stock levels reach the order point.
To add a related item to a purchase order:
In the Qty/Unit field and Product Description field, enter the product information for the original or primary product you want to add to the order.
At the product reminder message indicating that the product has additional sale items, press Enter to display the Related Products screen.
Note: Use the Auto Open Related Items Window For Items W/O Avail In POE control maintenance record to indicate if the Product Relationships screen displays. If set to yes, then the screen displays if related items are assigned to the parent product. If set to no, you must use the Alt-B hot key to display the screen.
If there are substitute items, the Substitute Items screen displays first. Decide on substitute items, then press Esc to display the Related Products screen.
Note: You can also access the Related Products screen by using the Subs hot key and selecting Related Items. The Subs hot key highlights if there are related substitute or related products assigned to the parent product.
On the Related Products screen, review and select the items which you want add to the order.
Change the Order Qty field to the quantity you want to add to the order. By default, this field is set to zero (0).
Note: Set the recommended quantity in Product Maintenance.
Do one of the following:
For each item the customer wants, change the quantity and press Esc to add the items to the order.
Use the Add Recommended hot key to add all related items to the order with their recommended quantities.
Use the Inquiry hot key to investigate product history or product file details, if needed.
Press Esc to add the related items to the purchase order and exit this screen.