Hi, Is there a native functinality in NS by which ...
# accounting
l
Hi, Is there a native functinality in NS by which when one selects in a quote an item that has "related items" (see item, tab web store, tab related items), one gets a notification that the item is usually sold with this other related item?
k
I'm 80% sure there is, but man, I'm having the hardest time remembering what it's called.
Oh wait - you are saying during a quote and not a website?
t
I think what you're looking for is an item group - a collection of items that you might want to sell together. For example, an item group might consist of a printer, a cable, spare ink, and a service contract.
l
Thanks @KevinJ of Kansas and @tdietrich for jumping in on this. Indeed, the functionality would work on a quote (and even on a sales order), not in a website. We do not use the website features. An item group displays all the items within the group. We're seeking to remind sales reps that they might want to add these other products that typically get sold together with an item they selected (so more like a banner reminder of sorts).
t
You could use a Client Script for this. After a lineitem is entered (the sublistChanged event), the script could check to see if there are related items that the sales rep should be reminded of.
l
Indeed, that's what I have in mind to do if no native funtionality exists.