How To: Setup suggested products against a customer

The products listed in the stock lookup accessed from the sales order can be configured to only display certain products that customers usually buy so the list of stock items is not too long, else it can be used to hide items such as materials that are not normally sold. This is configured using suggested products.
Note: in the stock lookup the Suggested only checkbox will be ticked. If the user wishes to view all stock then they should untick this checkbox.

  1. Open a Promotion screen (show me how).
  2. Move to the [ Promotion | Product Bars/Suggested | Company tab ] tab.
  3. Select a customer using the BtnGreenOpen.jpg open folder icon.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Activate the suggested products grid by ticking the checkbox on the left-hand side of the grid.
  6. Press F3 or click 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 to add a new item.
  7. Add the required items from the Stock Lookup dialog.
  8. Repeat steps 6 & 7 if more products are required.
  9. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

See Also


Did you find this article helpful?