Setting Up Required Items
The Required Items tab allows users to assign single or multiple items to a "master" item, automatically adding them to the quote when selected.
To set up the necessary items, first, you must create an entry for the main item, which we'll call the master item. Then, you will list the required items under that entry. This will NOT create a new product in the Product Database. You need to enter an item that already exists or create that item in the product database after closing this window.
Select the Products > Required Items menu to display the Required Items window.
Three steps for creating required items:
- Click on the [Add] button to select the master item. The master item is an item that will have other required items. The Product Lookup window will be displayed so you can find the master item, select it, and click on the [Select] button to add it to the Items with Requirements list.
- To use Etilize items in Required Items, search or select them from Etilize Folders under Etilize Product Source. Ensure to choose the vendor before adding an item to Required Items. If the vendor is not selected, QuoteWerks will automatically use the first vendor available for that item when it's added to the document from the Required Item. Additionally, real-time pricing and availability are updated upon adding the item to the document.
- To specify which items are required by the master item, select it, and click on the [Edit Items] button. The Required Items window will then appear: Click on the [Add] button to add the required items for the master item. The Product Lookup window will be displayed so that you can select items required by the master item. Once you have selected the item(s), click on the [Select] button to add the item(s) to the Required Items for Master Item window.
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