Hello, I’m looking to automatically add an item to an order when a certain item is entered on a sales order.
An example would be: User enters item ‘X’ on the sales order, and item ‘Y’ is automatically entered after it.
This is useful for promotions or when we’re trying to sell certain products together. It’s easier for our sales team if there could be some automation, instead of manually entering these items each time.
Thanks
Best answer by Naveen Boga
Hi
There are 2 cases here.
In the above-provided example, If the “Y” item is a free item, then you can configure the discounts (Discount by Free Item) as per your requirement so that Acumatica will take care of adding the Y adding as soon as you add the X item. Attached screenshot for reference.
If the above option does not work, then we need to come up with the below customization.
-- In the Stock Items screen, create a new field “Add Item” with the Inventory Selector field.
-- For the X product, you can select the newly created field as “Y”
-- In the Sales Order screen, we need to have logic/customization in place, like when the user is adding the X item then the “Y” item has to add.
-- Also, we need to have customization is in place for the X item deletion also.
Hope this helps!!
I have a similar need. This would be a very helpful feature for us.
+2I would go at accomplishing this using a new screen/DAC/table to keep track of the items and what needs to be added, and then a graph extension that extends SOOrderEntry to trigger on SOLIne_InventoryID_FieldUpdated to check for the item, and then add it if it does not exist. I can whip up a customization project/video example.
+19Hi
There are 2 cases here.
In the above-provided example, If the “Y” item is a free item, then you can configure the discounts (Discount by Free Item) as per your requirement so that Acumatica will take care of adding the Y adding as soon as you add the X item. Attached screenshot for reference.
If the above option does not work, then we need to come up with the below customization.
-- In the Stock Items screen, create a new field “Add Item” with the Inventory Selector field.
-- For the X product, you can select the newly created field as “Y”
-- In the Sales Order screen, we need to have logic/customization in place, like when the user is adding the X item then the “Y” item has to add.
-- Also, we need to have customization is in place for the X item deletion also.
Hope this helps!!
Hi
In addition to the suggestions given above,
Here is relevant documentation reference :
Hope this helps,
Regards,
+4Is there a way to limit shipping the free item if the regular item is not in stock?
We do not want to use the Ship Complete option since the order may contain other items that need to ship first
Is there a particular version this was introduced? Or is it part of a specifc module?
+13Best,
David Eichner, CPA
+13My apologies. It is part of the Related Items feature. You should be able see that one under inventory.
Best,
David Eichner, CPA
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