Item Accessory

The item accessories functionality provides a setup for quickly inserting sales lines related to an item.

To set up item accessory

1. Choose the icon, enter Items, and then choose the related link.
2. Select an item, and then choose the Edit action.
3. On the Item Card page, on the Wood FastTab, choose the lookup button in the Item Accessory Code field and select an item.

Note

To add further item accessories or change existing ones, choose the Item Accessory action.

Use item accessories in a sales order

1. Choose the icon, enter Sales Order, and then choose the related link.
2. Select the relevant sales order, and then choose the Edit action.
3. Insert or select the sales line where the accessory should be retrieved from.
4. Choose the Get Item Accessory line action.
5. Select one of the pre defined records.
6. Choose the OK button.

Use item accessories in a sales quote

1. Choose the icon, enter Sales Quote, and then choose the related link.
2. Select the relevant sales quote, and then choose the Edit action.
3. Insert or select the Sales Line where the accessory should be retrieved from.
4. Choose the Get Item Accessory action.
5. Select one of the pre defined records.
6. Choose the OK button.