Linking Related Stock Items

System Values associated pages pages icon System Values overview pages icon System Values "How Tos"
Sales Orders associated pages pages icon Sales Order Overview pages icon Sales Orders "How Tos"

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What is linking Stock Items on a Sales Order?

Linking related stock items groups them together on a sales order and adds a colour background, yellow or light blue, to the first column in sales orders indicating that the individual stock items belong together. This automatically happens when Packs or Up / Cross Sell items are added to a sales order, however a user can do this manually.

Note: Linking related stock items does not work if the Sort sales order by order of entry in [ System Operations | Edit System Values | Options | Order Display ] tab is ticked.

What are the Benefits of Linking Stock Items?

Linking the stock items in a sales order will group related items together, this grouping is how the items will be displayed in the Picking/Despatch Note and the Sales Invoice. This maybe useful when you wish stock items to be picked and packed as a group.

Where is the option to Link Related Stock Items

The option 'Actions - Relate Items: Link' which links related stock items is found on the context menu in a sales order in edit mode.

Linking and Resetting Stock Items Examples

Linking Related Stock Items

  1. Create a new sales order, see How To: Create a New Sales Order.
  2. Add the stock items to the sales order.
  3. Green select the stock items you wish to link.
  4. Right-click and from the context menu select 'Actions - Relate Items: Link'.
  5. The colour background in the first column will turn either light blue or yellow for all the items you green-selected.
  6. Continue editing the sales order as normal.

Notes:

  • Additional items can be added to those already linked by green-selecting all the items, both those already linked and the new items to be added, at step three above.
  • Further groups of items can be linked, the colour banding on the left will alternate blue and yellow indicating the different groups.

Resetting Related Stock Items

Resetting related stock items resets all the links on a sales order so none are grouped together.

  1. Open a Sales Order screen (show me how).
  2. Find and load the sales order.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Right-click and from the context menu select 'Actions - Relate Items: Reset'.
  5. Click on Yes on the warning message.
  6. Click on OK in the Information popup.
  7. The colour background in the first column will revert to the standard colour.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save or continue editing the sales order as normal.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team