Companions

In HirePOS, you have the ability to attach items as companions to other items, enhancing the sales process and providing a seamless experience for both salespeople and customers. This feature eliminates the need to manually remember which items are associated with each other, saving time and streamlining the sales workflow.

Before adding a companion to an item, you must first create the companion item as a standalone item in the system. Any item can be added as a companion to another item, providing flexibility in your product offerings.

To remove a companion from an item, simply click on the row menu (identified by a grey rectangle with four dots) located to the left of the row, and then select "Remove Line."

1. Go to Setup > Items.

2. Click on the item to which you want to add a companion.

3. In the Items page, navigate to the Companions tab.

4. Select items from the grid using the Code column, similar to adding items to an invoice. For bulk items, you can also specify a default quantity.

5. Click on Save Changes to confirm the addition of companions to the item.

In addition to individual items, you can also add companions to Item Groups (Master Records) within HirePOS. To do this:

1. Go to Setup > Item Related > Item Groups (Master Records).

2. Click on the desired group to edit it.

3. Navigate to the Companions tab within the group settings.

4. Similar to adding companions to individual items, use the Item Dropdown to select and add companions to the group.

If an item that is part of a group has its own companions specified, those companions will be used. However, if the item does not have specific companions, the companions attached to the Group Master record will be utilized instead.

By effectively managing item companions in HirePOS, you can enhance your sales process, improve customer satisfaction, and ensure a seamless experience for both your team and your clients.