Table of Contents

Item Accessory

As a sales representative it’s your job to help your customers as best as possible by selling them all necessary items to get their job done. Some items are often bought together, for example a door and a door handle. Imagine your company is selling a new door and for installing it you need a specific kind of door fitting. A customer calls you to request a quote for this new door, however, because you don’t know the product that well, you forget to offer the specific door fitting.

The next Monday the customer contacts you again, angry, because she wanted to install the door during the weekend and could not do so because the door fitting was missing. You apologize and sell the door fitting at a discount.

This could have been prevented by using the Item Accessories functionality. This functionality shows whether an Item has any complementing Items that should be offered together in the FactBox of a Sales document.

After you have set up Item Accesories for the relevant Items, you can work with it in Sales documents as follows.

Use Item Accessories in a Sales Order

  1. Choose the Search icon, enter Sales Orders, and then choose the related link.

  2. Create a new Sales Order by clicking New in the top menu.

  3. Fill out the Customer Name and any other relevant fields.

  4. In the Lines FastTab, fill in the No. of an Item for which you have set up Item Accessories.

  5. If it's not open yet, expand the FactBox by clicking on the FactBox icon at the top right corner of the screen.

  6. Scroll down in the FactBox to find the Sales Line Details section which shows the number of Item Accessories set up behind Item Accessory.

  7. There are three ways to open the overview of Item Accessories of a specific Sales Line:

    • Click on the blue number behind Item Accessory in the FactBox.
    • In the Lines FastTab menu, click on Line, Functions and Get Item Accessory.
    • Use the keyboard shortcut Shift+CTRL+Z.

  8. Fill in the amount per accessory and click OK to add them to the Sales Order.

Use item accessories in a Sales Quote

  1. Choose the Search icon, enter Sales Quotes, and then choose the related link.

  2. Create a new Sales Quote by clicking New in the top menu.

  3. Fill out the Customer Name and any other relevant fields.

  4. In the Lines FastTab, fill in the No. of an Item for which you have set up Item Accessories.

  5. If it's not open yet, expand the FactBox by clicking on the FactBox icon at the top right corner of the screen.

  6. Scroll down in the FactBox to find the Sales Line Details section which shows the number of Item Accessories set up behind Item Accessory.

  7. There are three ways to open the overview of Item Accessories of a specific Sales Line:

    • Click on the blue number behind Item Accessory in the FactBox.
    • In the Lines FastTab menu, click on Line, Functions and Get Item Accessory.
    • Use the keyboard shortcut Shift+CTRL+Z.

  8. Fill in the amount per accessory and click OK to add them to the Sales Quote.

Tip

You can even create a Sales Quote with different options for the customer. If there are multiple options for the same type of Accessory, you can choose one of them (preferably the most expensive one) as an Alternative position by checking the checkbox in the Sales Line of the Sales Quote.