Related Products

Related Products

We can associate an active meeting product with other products in the system based upon its relationship type.  To setup a related product, click on Related Products from the Relationships screen task category.

1. Click on the Add Related Product button to the right.
2. Choose the Relationship Type from the drop down menu

-          Cross-Sell – The active product and the product defined as a cross sell would complement each other.  During the process of order entry, the staff may mention the related product to increase product sales.

-          Prerequisite – The order history of the ship-to customer must include this prerequisite related product before the meeting product can be purchased.

-          Prerequisite Or – Used to identify a set of items, any of which will qualify for the prerequisite requirement.

-          Required – The active order of this product must also include a purchase of another product on the same order.

-          Substitute - The active product and the product defined in the relationship can substitute for one another.  For example, if a constituent isn’t interested in one session, a substitute product can be offered.

-          Up-Sell – Similar to the cross-sell the point of this relationship is to increase the revenue and sell the constituent a different product.  For example having an individual purchase one meeting product, the upsell will allow the individual possible purchase something else to generate more revenue.

3. Click on the Product hyperlink.

4. From the search screen, locate the related product.

5. Select a Valid From & Valid Thru date.
6. Click on the Add button from the Related Product Description area.
7. Click on the Edit Description to edit the cross-sell product description.

8. Save  the relationship.