Companions in the Online Store

In the HirePOS online store, companions play a crucial role in providing customers with relevant options and accessories for the items they are hiring. Companions can be either optional, allowing customers to choose to add them to the cart, or required, automatically included with the master item. This guide will walk you through how to effectively utilize companions in your online store.

To use companions in the online store, follow these steps:

1. Assign companions to an item via Setup > Items > item > Companions.

2. Ensure companions are active in Setup > Preferences > Online Store > Setup Store Items (have a website code).

To make companions required, go to Setup > Preferences > Online Store and toggle the "Use required companions" option to the right.

For customers to see and use companions on the online store, you must activate the items. Follow these steps:

1. Navigate to Setup > Preferences > Online Store > Setup Store Items.

2. Locate the items you wish to activate, select them, and click "Activate Store Items."

Remember to add images and descriptions to these items for a better customer experience.

To enable the required companion feature in HirePOS:

1. Navigate to Setup > Preferences > Online Store.

2. Enable "Use required companions" and save changes.

Before using companions in the online store, link each companion item to the main item. Follow these steps:

1. Navigate to Setup > Items and ensure items are set up for each item you wish to hire or sell.

2. Select a main item and navigate to the Companions tab to link companion items.

Companions can be set as required or optional:

• Required: Enable the required setting for companions that must be added with the main item.

• Optional: Do not enable the required setting for companions that are optional.

In addition to companions, you can use the related items feature to offer additional items to customers. Follow these steps:

1. Navigate to Setup > Preferences > Online Store > Setup Store Items.

2. Open an item, go to the Related Items tab, add related items, and save changes.

In a setup example, a 'Mini Excavator' has 2 required companions, while an 'Auger Driver' has 3 optional companions. The related item feature suggests the 'Auger Driver' to customers viewing the 'Excavator' on the online store.

By effectively utilizing companions and related items, you can enhance the customer experience and streamline the hiring process in your HirePOS online store.