How To: Automatically Add a Free Stock Item when Another Stock Item is Added to a Sales Order

A stock item can be added to a sales order which will automatically add a free stock item to the sales order.

  1. Open a Stock screen (show me how).
  2. Open the main stock item to be added to the sales order.
  3. Go to the [ Stock | Detail | Up/Cross Sell ] tab.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Click on the the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right button (located to the top left of the grid) to look up and add the required stock item.
    1. Make sure the Up Sell checkbox is ticked.
    2. Tick the Free Item checkbox.
    3. Tick the Auto Add checkbox.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Notes:

  • This would apply to all customers, regardless of classification. It would be possible to do this to specific groups of customer classifications by adding the stock item to a keycode which is restricted to a specific company class.
  • Up/Cross Sell does not work with items that are discontinued or marked as Run to Zero in their [ Stock | Detail | Options ] screen.
  • When changing the quantity of the trigger item, it will not increase the quantity of the upsell item as well. The only way this can happen is if the trigger item is added on separate lines so that the trigger happens and the offer item is added again.

See Also


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