Relating or linking items for suggested sales

Dynamics GP 2013 brought the ability to relate, or link, items together in order to allow for up- or cross-selling within Sales Order Processing. This functionality can also be of benefit for linking together items which are required for the initially entered item to work.

Getting ready

1. In Dynamics GP, select Inventory from the Navigation pane. On the Inventory area page select Item in the Cards area. This will open Item Maintenance.
2. Enter, or use a lookup and select Item Number 2-A3284A to enter the suggested items.
3. Click the Suggest Items button to open the Suggest Sales Item Maintenance window.
4. Mark the checkboxes in the Document Type section to enable the suggested items for Quotes, Orders, Invoices, and Fulfillment Orders as required.
5. In the scrolling window, enter Item Number and Suggested Quantity for each item which is to be suggested when Sales Transaction is entered.
6. You can also enter an optional Sales Script as a prompt for the user when they are talking to the customer.
7. In this example, three items have been entered, each with Suggested Quantity of 1 and Description as 256 SDRAM, 24X IDE, and 4-A3539A:
   

How to do it...

Let's now look at how the related or linked items are used on Sales Transactions for suggesting items for sale:

1. Open the Sales Transaction Entry window in Dynamics GP by selecting Sales from the Navigation pane and clicking on Sales Transaction Entry in the Transactions section.
2. Select Type/Type ID of Order and STDORD.
3. Enter Customer ID AARONFIT0001.
4. Click on the Currency ID field to default in Z-US$.
5. In the scrolling window, enter Item Number 2-A3284A.
6. Enter 1 in the Quantity Ordered field.
7. Select Override Shortage and click OK.
8. Enter Serial Number 000052 in Sales Serial Number Entry when it pops up.
9. Click OK to close Sales Serial Number Entry.
10. Tab through the remaining fields and enter the credit limit override password and click OK.
11. Suggest Sales Item Entry will pop up showing the available suggested items.
12. Check the box next to 256 SDRAM and 24X IDE and accept Suggested Quantity of 1:
    
13. Click OK to accept these suggested items.
14. The selected Suggested Items will be added to Sales Transaction for processing as standard transaction lines.

See also

• The Tracking serial and lot numbers on drop ship POs recipe in Chapter 4, Leveraging New and Updated Features in Dynamics GP
• The Gaining flexibility with Inventory Tolerance Handling in Chapter 5, Exposing Hidden Features in Dynamics GP
• The Preventing sales of discontinued inventory recipe in Chapter 7, Preventing Errors in Dynamics GP
• The Select multiple serial or lot numbers recipe in Chapter 4, Leveraging New and Updated Features in Dynamics GP