How To: Automatically add an item once when adding several stock items

Users can define how many items the Up Sell should be limited to; for example, if a leaflet is associated with more than one product on a sales order then the user can limit the number of leaflets added to the order to one instead of adding the same leaflet for each stock item on the 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 to enter edit mode.
5. Click or press F3 and add the offered stock item i.e. the item the customer may wish to purchase instead or in addition, or the instruction leaflet..
6. Tick the Up Sell checkbox for the up sell items.
7. In the Qty column add the quantity of the stock item to be Up Sold.
8. Add a different price if the Up Sell stock item is being offered at a different price.
   Note: if a Sell Price of 0.00 is specified then the Stock Sell Price will be used and in the popup will be displayed as List Price. If an alternative price is input it could be either NET or GROSS as defined by the setting in [ System Values | Sales | Pricing ]. If the item is to be added for free tick the Free Item checkbox
9. Tick the Auto Add checkbox.
10. Enter the maximum quantity to be added to the order in the Max Qty/SO column.
11. If you wish this to be added across a Level 2 Stock Type, see How To: Apply Up and Cross Sell settings to items in the Level 2 Stock Type.
12. Press Ctrl+S or click to save.

Note: 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.

See Also

• Return to Stock screen