Cross-selling stock items

Find this screen

Open: Stock Control > Stock Records > Enter New Stock Item | Cross-selling

Open: Stock Control > Stock Records > Amend Stock Item Details | Cross-selling

How to

Set up cross-selling lists for stock items

To add cross-selling items for a stock item:

Open: Stock Control > Stock records > Amend stock item details.

  1. Select the stock item and move to the Cross-selling tab.
  2. Click Add.
  3. Select the stock item to add to the cross-selling list, by entering its Code or Name.

Enable cross-selling

Tip: You might want to set up your cross-selling items first, before you enable this option. Once you've finished setting up all your cross-selling items for your stock items, you can enable this option to start using cross-selling.

Open: Settings > Invoicing and Sales Orders > Invoice and Order Settings.

  1. Move to the Sales Assistance tab.
  2. Select Allow users to select items for cross-selling.
  3. When this option is enabled, a Save and Cross-sell button will be available when you add a standard stock item to a full sales order or quotation.

Add a cross-selling item to a sales order or quotation

Open: Sales Orders > Sales Orders > Enter New Order.

Open: Sales Orders > Quotations > New Quote.

  1. Enter the order or quotation details.
  2. Click Add Items, and add a Standard item.

  3. Enter the item details.

  4. Select Save and Cross-sell.

    To add a cross-selling item:

    1. Select a Warehouse, if it is blank.

      You can change the warehouse if required.

    2. Enter a Quantity for the item.

      If you don't want to include the item, just leave the quantity as zero.

    3. The selling unit, price and discount information is displayed once you enter the quantity and warehouse.

      You can change the Unit Price or Discount percentage, if you have appropriate permissions.

    4. Select Save to add the cross-selling items.

Cross-selling items are complimentary items that you can add for standard items in a sales order or quotation. For example, if you sell a printer, you might want to show print cartridges or cables for that printer.

Note:

  • You can only add cross-selling items to sales orders and quotations; not pro formas or sales returns.

  • You can only add cross-selling items to standard items; not free text items, additional charges, or comment lines.

  • If the Save and Cross-sell button is disabled, there are no cross-selling items for this stock item.

  • If the Save and Cross-sell button is not visible, then cross-selling has not been enabled in Invoice and Order Settings.

For more information on entering a sales order, see Enter full sales orders.

View cross-selling items

You can check which cross-selling items have been added for a stock item.

To view cross-selling items from the desktop app:

Open: Stock Control > Enquiries > View Stock Item Details.

  • Select the stock item, and select the Cross-selling items tab.

To view cross-selling items from a workspace, or using the Self Service web app:

Open: Stock Control > Enquiries > Stock Status.

  • Select the stock item, and select the Cross-sell items view.

Report on cross-selling items

You can use reports to check your cross-selling items.

Open: Stock Control > Reports > Catalogue.

  • Stock Items with Cross-selling Items.

    Use this report to view stock items that have associated cross-selling items. The report lists individual stock items with their cross-selling items.

  • Cross-selling Items.

    Use this report to view stock items that are cross-selling items. The report lists stock items which are cross-selling items, and the stock items they are associated with.

Import cross-selling items

If you have a lot of cross-selling items to set up, you might find it quicker to use an import file.

Open: Import Records > Stock and Prices > Import Stock File

See Import cross-selling stock items.

Useful info

About cross-selling

You can use cross-selling items to help speed up entering a full sales order or quotation. Cross-selling items are complimentary items which are often sold together with another stock item. For example, if you sell a printer, you might want to show print cartridges or cables for that printer.

Set up cross-selling items if you want to display and add these items when you enter a sales order or quotation.

  • To set up cross-selling items for a stock item, amend the stock item and use the Cross-selling tab.

  • Once you've finished setting up all your cross-selling items for your stock items, enable the option to Allow users to select items for cross-selling.

  • When you add a standard stock item to a sales order or quotation, click Save and Cross-sell to add a cross-selling item.

Questions

This message is displayed if you haven't yet enabled the option to start using cross-selling in Invoice and Order Settings.

You might want to set up all your cross-selling items first, before you enable this option.

To start using cross-selling, see Enable cross-selling.

If you can't see a particular stock item that you know is in the Stock List, it may be set as inactive.

Inactive stock items can't be added as cross-selling items.

You can't make a stock item inactive if the item is a cross-selling item for another stock item.

To make the item inactive, you must first remove it from the cross-selling list of the other stock item(s).

See also

Stock items

Import cross-selling stock items

Invoice and sales order settings and defaults