In this video, we’re excited to share that we’ve added a new action button for related items in quotes and orders. Previously, you could only access related items when adding an item to your quote or order, but now you can do it directly from the line item level with the new Related Items button. This enhancement will streamline your workflow and make it easier to find what you need.
Using the Related Items Button in Quotes and Orders
Objective
This SOP outlines the steps to access and utilize the new Related Items button for quotes and orders, enhancing the ability to sell related products to customers.
Key Steps
Accessing the Related Items Button 0:00
Navigate to the quotes or orders section in your system.
Locate the line item for which you want to find related items.
Identify the new action button labeled 'Related Items'.
2. Viewing Related Items 0:09
Click on the 'Related Items' button.
This action will open the Related Items tab.
Review the list of related items that are suggested based on the selected product.
Cautionary Notes
Ensure that you are on the correct line item before clicking the Related Items button to avoid confusion.
Double-check the related items suggested to ensure they are appropriate for the customer’s needs.
Tips for Efficiency
Familiarize yourself with the types of related items that are commonly suggested to streamline the sales process.
Use the Related Items feature regularly to enhance your product knowledge and improve customer recommendations.