Cross-selling stock items

Find this screen

Open: Stock Control > Stock Records > New Stock Item

Open: Stock Control > Stock Records > Amend Stock Item

• Use the Cross-selling tab to set up related items that you can cross-sell with this stock item.

  Note: The Cross-selling tab is not displayed for a phantom item assembled using a bill of materials (BOM).

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.

1. Select the stock item and move to the Cross-selling tab.
2. Select Add.

3. Select the stock item to add to the cross-selling list.

   If you can't see a stock item, its status may be Inactive, or it may not be set to Allow sales orders and invoices.

Enable cross-selling

Enable cross-selling when you're ready to start adding cross-selling items in sales orders and quotations.

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

To enable cross-selling in the Sage 200 desktop:

Open: Sales Order Processing > SOP Utilities > System Set Up > SOP Settings.

1. Move to the Sales Assistance tab.
2. Select Allow users to select items for cross-selling.

Once you've enabled Allow users to select items for cross-selling, you will be able to add cross-selling items to orders and quotations. When you enter an order or quotations, select the Cross-selling items button (in the Cross-sell column).

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

The steps here are for a sales order, but you can add cross-selling items to quotations in the same way.

Open: Sales Order Processing > Sales Orders > New Sales Order

• Select the Order Details tab.

When you add a standard item to the order, you can add any cross-selling items for that item.

1. Add a Standard item to the order.

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

2. Select Cross-selling items (in the Cross-sell column).

   Note:

   • If the Cross-selling items button is not visible for an item (but there is a Cross sell column), there are no cross-selling items for that stock item.

   • If the Cross-sell column isn't visible, then you have not enabled Allow users to select items for cross-selling in SOP settings (in the Sage 200 desktop).

3. To add a cross-selling item:

   1. Enter a Quantity for the item.

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

   2. Select a Warehouse, if it is blank.

      You can change the warehouse if required.

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

      • To amend the price or discount, you must have Override prices and discounts on invoices and order lines set in your User Permissions (in the Sage 200 desktop).

      • You can change the selling units if you are adding a stock item sold in trade units.

   4. Select Add to Order to add the cross-selling items.

   Note: The Alerts column will show you when stock item alerts have been set up for this activity and customer account. To view the stock item alert messages, select the View Alerts button in the Alerts column. See Stock item alerts.

For more information on adding items to a sales order or quotation, see Enter the sales order details or Enter the quotation details.

View cross-selling items

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

To view cross-selling items:

Open: Stock Control > Enquiries > View Stock Item.

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

Report on cross-selling items

You can use reports to check your cross-selling items in the Sage 200 desktop.

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 in the Sage 200 desktop.

Open: Stock Control > Utilities > Import and Export > Import Stock File

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Useful info

About cross-selling

You can use cross-selling items to help speed up entering a 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 (in the Sage 200 desktop).

• When you add a standard stock item to a sales order or quotation, you will be able to add cross-selling items. Select the Cross-selling items button (in the Cross-sell column).

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Questions