(Inventory Pro users only)
Related Items are also known as:
Goes With
Up Sells
Complements
Sells With
Shared Lists
The Related Items feature allows you to set up and maintain a list of items (up to 900 items) that is presented to a POS clerk when selling a particular item (referred to as the "parent" item). The list of items is related to the parent item; for example, you might set up a list of paint-related items such as tarps, rollers, tape, etc. that display every time paint is sold. The list reminds the clerk to ask the customer if they need any of the related items.
During a transaction, if a customer purchases items with overlapping related items (i.e. multiple cans of paint that have overlapping related items), the system "remembers" which related items have been sold or displayed and does not show them on subsequent lists. There are a few exceptions to this rule: 1) If a related item is set up as "Repeating," it will show on subsequent lists, and 2) If a related item is set up to automatically sell or credit when the parent SKU is posted (type 4, 5, or 6), the related item will post to the transaction every time the parent posts, even if the parent is posted multiple times on the same transaction.
To access the Related SSKU Maintenance Viewer, go to Inventory Maintenance, Misc tab, and select W--Related SKU Maintenance Viewer.
You build and maintain related item lists by SKU; however, you can assign one item's related items list to other items. There is also an option that allows only in-stock items (Quantity Available greater than 0) to display in a related items list. Multistore: All related items lists are considered master data. Only the items in the inventory for the selling store are displayed at POS.
Related items do not "nest;" in other words, if you post a related item that itself has a related items list, its related item list does not display.
Related items lists do not display on imported Total Rental transactions.
Related Items based on a percentage calculation do not work with Lumber (L-type) records when they are priced by a unit of measure (UM) with a conversion factor.
This feature does not support a related item within a related item.
