Associate Records from other modules to a Products
Associating records from other modules to a product allows you to improve visibility and workflows and keep track of activities relating to the product. Associating a product with a sales order, quickly informs staff members which of your offerings are listed to create an invoice.
To view, add and manage associated records:
- Click 'All' > 'Products'
- Click any product record to open its detail page
The menu on the right shows modules that can be associated with the product. Click any of these links to view records that have already been associated with the product:
You can use these links to create records in the other modules which will be linked to the product.
You can associate following records with a product:
- Quotes – View existing quotes associated with the product. Generate a new quote for the product
- Purchase Order - View associated purchase order for the product record
- Sales Order – Generate the sales order for the product record
- Invoice – Generate the invoice for the sales order generated for the product record
- Price Books - Add a price book to the product. This will help you while generating Commercial documents like Invoice and Quotes
- Leads – Associate the existing lead to the product record
- Organizations - Associate the existing organizations to the product record
- Contacts - Associate the existing contact to the product record
- Product Bundles - Feature to have sub-products for products and select the products into cart when creating an sales order, Purchase order, invoice or quote based on the hierarchy
- Parent Product – View and add a product family and classify similar products in it
- Assets - View and create assets related to the product
The example below describes how to view and manage the 'Product' records associated with 'Assets'. A similar process can be followed to associate other module types.
- Click 'All' > 'Product'
- Click on a product in the list then click 'Assets' on the right
The interface allows you to:
Associate product Records with an assets
As mentioned earlier, open a product record then click 'Assets' on the right.
- Click the 'Add Asset ' button.
- This will display a 'Quick Create Asset' dialog where you can enter basic asset details:
The
asset will be added to the list of 'Assets' associated with the
record. Deleting this record will dissociate the asset record from
this list.
Manage Associated Product Records
The associated product modules lets you view and edit product details, and dissociate assets.
- Mouse over a asset record to view the options at the far right end of the row
- The following options are available:
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Opens the asset details interface of the respective asset record. See 'Assets' for more details. |
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Allows you to edit the asset details. See 'Assets' for more details. |
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Removes the association between the asset and the product. Note, this doesn't remove the service itself, which will remain available in the 'Assets' module. |
In
the similar manner you can associate and manage records from other
modules that are listed on the right.