When you add and edit products on quotes and orders, every product has a new item number. You can also add products that are linked to main products. For example an oven would be a main item, and an extra wirework shelf could be an an accessory (would be added as a sub-item).
These links between main items and sub-items can be included within an EQ catalogue, or added manually as you create your quote/order.
This article covers:
Automatic accessories as sub-items
Automatic accessories as sub-items
When an accessory product has been linked within an EQ catalogue, you will be prompted with an option selector screen like this when you add the product to the quote:
You are shown the product, its options/colours and price in £.
Any accessories are shown underneath. Click in the box to enter a X.
With 1 accessory added your quote detail will show the oven as item 1 and the wire shelf as item 1.1
Depending on your layout settings you can show or hide sub-items on the printed documents. See the article Print Layout for more.
Adding sub-items manually
You can manually insert products as sub-items on any quote or sales order.
- Add a product to the quote as normal.
- Right-click on the product code that you have added to your quote. Select Add New Item [As Sub-item]:
- From the search screen locate the product and click Add Products.
- The product is now added as item 1.1:
You can repeat to add multiple sub-items to the same main item. Note you cannot add any additional levels of hierarchy. You cannot add a sub-item to a sub-item.
Depending on your layout settings you can show or hide sub-items on the printed documents. See the article Print Layout for more.