Companion Product Maintenance

Menu Path: Warehouse Management $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Product Relationships $Images\bluerarw.gif$ Companion Product Maintenance

Purpose

Define companion products.

Overview

Use Companion Product Maintenance to set up companion product rules by customers, products, groupings of customers, and/or groupings of products. A single product can have multiple companion products. You can also import companion product rules in Companion Product Import.

Note You must select the Use Companion Products check box on the Order Entry tab in Customer Service Control Maintenance to have this functionality turned on. Every order line entered is then evaluated for the possibility of companion products.

The following companion product combinations can be set up:

Combination	Description
Customer/Product	Define companion products for a specific customer and a specific product being ordered. Note This is the most specific combination. It is best to not set up companion products with this combination.
Customer/Companion Class	Define companion products for a specific customer and all products defined as part of a specific companion class being ordered.
Companion Book/Product	Define companion products for all customers defined as part of a specific companion book and a specific product being ordered.
Companion Book/Companion Class	Define companion products for all customers defined as part of a specific companion book and all products defined as part of a specific companion class being ordered.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Companion Product Maintenance window.
New	Click this button to create a new companion product combination.
Update	Click this button to update the selected companion product combination.
Delete	Click this button to delete the selected companion product combination.
Copy	Click this button to copy the selected companion product combination.
OK	Click this button to accept an action. This button is only available after you click the New, Update, Delete, or Copy button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, Delete, or Copy button in the ribbon.
First	Click this button to display the first companion product combination.
Prev	Click this button to display the previous companion product combination.
Next	Click this button to display the next companion product combination.
Last	Click this button to display the last companion product combination.
Companion Order	Click this button to display Companion Order Inquiry, which allows you to view orders for a companion product.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a companion product.
Remarks	Click this button to display Remark Entry, which allows you to view and enter remarks for a companion product.

Fields and Buttons

Field or Button	Description
Customer/Companion Book	Select whether to display or create companion products by customer or companion book. For more information on companion books, see Companion Book Maintenance.
Customer Code	Enter a customer code, or click the Lookup button to select a customer code. This field is only available if you select the Customer radio button.
Comp Book ID	Enter a companion book ID, or click the Lookup button to select a companion book ID. This field is only available if you select the Companion Book radio button.
Start Date	Enter the first date in a range of effective dates for the companion product rule, or click the drop-down arrow to select a date. This will be either the order date or the required date based on the companion name selected. Note Dates cannot overlap for the same companion combination (even if using a different companion name).
Name (Customer/Companion Book)	Enter a customer or companion book name, or click the Lookup button to select a customer or companion book name.
End Date	Enter the last date in a range of effective dates for the companion product rule, or click the drop-down arrow to select a date. This will be either the order date or the required date based on the companion name selected. Note Dates cannot overlap for the same companion combination (even if using a different companion name).
Product/Companion Class	Select whether to display or create companion products by product or companion class. For more information on companion classes, see Companion Class Maintenance.
Product Code	Enter a product code, or click the Lookup button to select a product code. This field is only available if you select the Product radio button.
Comp Class ID	Enter a companion class ID, or click the Lookup button to select a companion class ID. This field is only available if you select the Companion Class radio button.
Companion Name ID	Enter a companion name ID, or click the Lookup button to select a companion name ID.
Name (Product/Companion Class)	Enter a product or companion class name, or click the Lookup button to select a product or companion class name.
Companion Name	Enter a companion name, or click the Lookup button to select a companion name. This determines the resolution order if there are multiple combinations (see list above) used with the same companion name. For more information, see Companion Name Maintenance.

Main Tab Fields and Buttons

Field or Button	Description
Action during Order Entry	Select one of the following options: Prompt User - When a product that is defined to have a companion product is entered anywhere in an order (order pad, etc.), ask the user whether the companion product should be added as well. Automatic Add - When a product that is defined to have a companion product is entered anywhere in an order (order pad, etc), automatically add the companion product as well.
Qty	Enter the quantity to use as a basis for calculating companion quantities.
Mix and Match	Select this check box if companion quantities can be met by the total of ordered products in a companion class. EXAMPLE Product A and Product B are in companion class X. If 10 units are sold, Product C is free. If this check box is selected, customers can order 6 units of Product A and 4 units of Product B to get Product C for free. If this check box is cleared, customers must order 10 units of either Product A or 10 units of Product B to get Product C for free. This check box is cleared by default, and is only enabled if the Companion Class radio button is selected.
Shipping Rules	Select one of the following options: Ship Complete Only - The product quantity and companion product's quantities must ship complete (the remainder of line items on an order can ship independently). Ship Companions Only in Proportion to Product - Product quantities can only be shipped with a proportionate amount of the companion product’s quantities. Ship Companions Only Up to the Product Shipped - Product quantities can be shipped in advance of companion product quantities, but not vice versa. Ship Product and Companion Product Independently - Product quantities can ship independent of companion product quantities.
U/M	If the Product radio button is selected, enter the unit of measure to use as a basis for calculating companion quantities, or click the Lookup button to select a unit of measure. If the Companion Class radio button is selected, click the Lookup button to select a unit of measure to use as a basis for calculating companion quantities (e.g., Default Selling).
Qty Based on	Click the Lookup button and select one of the following options: Minimum - The companion product is ordered once if the minimum quantity entered in the Qty field is ordered. Multiple - The companion product is ordered for every multiple of the quantity entered in the Qty field that is ordered.
Maximum Number of Uses	Select this check box if the companion product has a maximum number of uses, and then enter the number of uses. EXAMPLE You only want to give away a free product once for a companion product combination. To set this up, select this check box, and enter 1.
Companion Product Code	Enter a product code for a product that is going to be a companion product for the selected rules, or click the Lookup button to select a product code.
Name (Companion Product)	Enter a product name for a product that is going to be a companion product for the selected rules, or click the Lookup button to select a product name.
Qty	Enter the quantity to use as a basis for calculating companion quantities based on the product quantity ordered.
U/M	Enter the unit of measure to use as a basis for calculating companion quantities based on the product quantity ordered.
Pricing Option	Select one of the following options: Free Goods - The customer is not charged for the companion product. The cost of the companion product still flows through. Regular Price - Determine the price as if it was entered as an independent product. Special Price - Use the price entered in the Special Price field, based on the unit of measure entered in the Special Price U/M field.
Special Price	Enter a special price for the companion product. This field is only enabled if you select the Special Price radio button.
Special Price U/M	Enter the unit of measure for calculating the special price of the companion product. This field is only enabled if you select the Special Price radio button.
Additional Charge/Credit Type	Enter an additional charge/credit type for the companion product, or click the Lookup button to select an additional charge/credit type. This is optional, and functions the same as adding an additional charge to a line item on a sales order.
Charge Amt	Enter an additional charge amount.
Free Goods Billback %	Enter a percentage of the cost that can be billed back to the supplier if the companion product is added to an order. This field is only enabled if the Free Goods radio button is selected.
Add	Click this button to add the companion product to the Companion Products grid.
Remove	Click this button to remove a selected companion product from the Companion Products grid.
Companion Products	This grid displays companion products for the selected combination.