Set up Item Accessories
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.
To start working with Item Accessories, set it up as follows.
Set up Item Accessories
Choose the
icon, enter Items, and then choose the related link.Open the Item Card of the main Item to which the accessories should be added.
In the top menu, click on Related, Item and Item Accessory.
Add the complementing items by choosing their Item Number in the No. column.
Tip
You can even add Item Accessories to a specific variant by choosing it in the Variant Code column. When you are adding this variant to a Sales document the FactBox not only shows the Item Accessories for the Item, but also for that specific variant.