Setting up related products

Related Products are a convenient way to remind salespeople to upsell an item with related accessory or warranty products. In the POS screen, Related Products appear in the lower right corner when browsing a Product. When a Product is quoted, ordered or invoiced, the related Products appear, and you can double-click them to add them to the sales document.

  1. In OnSite StoreMaster, open the product you want to add related products to.
  2. At the bottom of the product card click Related.

  3. In the search field type the product code or description you'd like to relate and double-click it to add it to the list of related products.

  4. You can adjust the number in the Qty column to indicate the quantity needed of the related product.

  5. If you select the checkbox the related product is automatically added when the primary product is attached to a sales document.

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