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Associated Items

When an item is added to a quotation, job/sales order, etc., an associated item will also be added

Updated this week

If wehn you add an item, a second item is alway added, this automates the process.

Associations can be set up in the in the item edit form but can also be set up in an a quotation.
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1. Click on the item's menu

2. Click "Add Associated"

3. If no items are associated, click "Search Items List"

4. Search for an item

5. Click to add the association. The options are:

Add when either item is added to a quotation

Add only when one is added (use the arrows to set the direction)

6. Click "Add"

7. This has created the association. Now add the associated item to the quotation

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