Setup the Criteria for the Related Items (if not already present in your system
Click the Menu icon
Select the Inventory menu option
Select Related Items
Click the + Add Criteria button in the upper left of the screen
Enter the Criteria for the Related Items
Brand
All Brands
Unbranded
A Specific Brand
Criteria
Product Group
Category
Inventory Tag
Brand Only
Check Boxes (optional)
Required
Related Item for Orders
Related Item for Purchase Orders
Click the arrow to expand the Related Items section and start adding items - note: one click will add the item
Click the + Item button to add items with specific models - for example:
Dryer typically purchased with a Washer of the same brand
Laundry Pedestals compatible with a specific Brand or Model of Washer
Hoods recommended to pair with a Range
Filters or Other Parts
Click + Misc. Item button - for example:
Power Cords, Hoses,
Installation Labor
Delivery or Removal Charges
Here is an example of items added to Criteria for Category: Refrigeration for All Brands:
5. To remove an item, click the X Delete button to the right of the item.