Inventory Accessories

Accessories - for Inventory Types other than Kitted or Manufactured, compile a list by clicking into the grid to select the Inventory Items. (Use this feature for Related Items)

  • Click on the Accessories tab
  • Add Accessories from your inventory list by clicking +Add or clicking inot the grid to select the Inventory Items
     - click (x)delete to remove the Accessory item line
  • Accept or Change the Description in the Grid
  • Identify the Unit Quantity you want to add to the Sales Order
    • When the Quantity of the main item is changed on a Sales Order it multiples the Accessories  by the Amount set here. 
    • The quantity can be changed for any Accessory on a Sales Order 
  • Open Inventory details  for the item selected to view or change anything
  • Selected Show Inventory Dialog on order displays the Selected Options popup which allows the user to flag which Accessories will go on the Sales Order
    • alternatively, they will all go onto the Sales Order, but you can make any changes to the Accessories once they load into the Sales Order.