Skip to main content

Notifications

Announcements

No record found.

Supply chain | Supply Chain Management, Commerce
Suggested answer

Add product automatically to sales order

(0) ShareShare
ReportReport
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 4,812 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans