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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

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

Additional Charges section item table with the Menu button highlighted on the TV43-QLEDS100C item row

2. Click "Add Associated"

Item context menu open on a record's Items tab, with the Add Associated option highlighted below Create/Update

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

Add Associated Items dialog showing No Records Found, with the Search Items List button highlighted at bottom right

4. Search for an item

Add Associated Items window with the Search Filter field highlighted above a list of items, each with Auto-Add options

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)

Add Associated Items window with the one-way Auto-Add checkbox highlighted for TV-BR40-50, next to the Add button

6. Click "Add"

Add Associated Items dialog with TV Bracket TV-BR40-50 found, two-way Auto-Add checked and the Add button highlighted

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

Add Associated Items dialog listing TV Bracket 40-50 Inch with quantity 1 and the Add button highlighted

Learn more: quotes in Zigaflow

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