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Supply Chain Management forum
Suggested answer

Add product automatically to sales order

Posted on by 50

I want to automatically add items when a had an item to sales order line,

but I need that it will Append able one per order  for Specific Item Group

I try to use linked product - But I don't get anything

I try to use Supplementary items but I need to calculate manually and it is created for it's line

any ideas?

thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add product automatically to sales order

    Hi,

    I also am looking for a proper solution to this issue. In our business we very often sell certain products (let's call it item A) which requires to add a non-inventory item (Item B) to the sales order. For example:

    Sales order:

    1. We add Item A 100 pcs X price

    2. We add Item B 100 pcs Y price (mandatory addition, if Item A is added to a sales order)

    We don't have retail configuration and I don't think the Item List is the way to go. We are quite new to the Business Central world so I don't really know where to start figuring this out. Logically the easiest solution would be some sort of automation that basically would automatically add the item B on the sales order after inputting Item A to a sales order. However, I don't have any idea if this is possible?

    There must be some way to handle this, as I feel this is fairly common issue?

    All help or comments are appreciated!

  • Suggested answer
    andreasraithel Profile Picture
    andreasraithel 4,670 Super User 2024 Season 2 on at
    RE: Add product automatically to sales order

    Hy Vered,

    there is some more options, I don't know wether this matches your requirement.

    Item List:

    You can create a general or custumer specific item list, which will you at run time when you create a new sales order whether you want to add the items from the list to the sales order.

    Upselling and Cross selling:

    Inside Retail configuration you can setup cross- and upselling feature. You cann add a list of items to a specific item A which will be offered automatically when you insert Item A into a sales order. You can the choose whether to insert the item or not to the sales order. It needs some configuration ahaed.

    docs.microsoft.com/.../set-up-products-for-cross-selling-and-up-selling

    Using rules for the corssselling setup should provide the option to apply the rukle only to a specific item group, but I didn't validate that.

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