Items can be attached to other items as optional companions. When adding the primary item to a sale, you are prompted as to whether you would like to add any of the companions. This is a time saving feature and fool proofs the sales process as the salesperson does need to remember which items go with which.
Before you can add a companion to an Item, you must first create the companion as an Item in its own right. Any item can be added as a companion to another item.
Add Companions to an item
- Go to Setup > Items.
- Click the item you wish to add a companion to.
- In the Items page, select the Companions tab.
- Select items in the grid using the Code column in the same way you add items to an invoice.
For bulk items you can also enter a default Qty/Items.
- Click Save Changes.
Removing Companions from an Item
To remove a companion from an item, simply click the row menu (grey rectangle with 4 dots on it, to the left of the row) and then click Remove Line