Setting Up Associated Products

'Associated Products' is a list of Products which can be set up to display in the Product panel within the Properties area when the User/Sales Clerk adds Product lines to a sales document.

The Customers also bought... (Associated Products) section, when displayed and set up on your system, will display up to five Products 'associated with' the current Product line, based on past sales; it shows the five Products which have been most commonly purchased on the same order as the current Product (i.e. 'Customers who bought this product also bought Product X, Y and Z'). See Properties: Product Panel.

These - in conjunction with Top Sellers - act as a prompt for the User/Sales Clerk at the point of sale. The User/Sales Clerk may recommend the listed Products to the Customer and potentially boost sales.

Should the Customer wish to purchase a Product listed within the Customers also bought... (Associated Products) section, the User/Sales Clerk may easily add it to the open sales document. See Adding Top Sellers And Associated Products To A Sales Document.

Building Associated Products

Since the Associated Products list (as with Top Sellers) is based on past sales, it must be built by running a Process. The Build Associated Products Process builds/updates a list of 5 'associated' products for each product; i.e. 'people who bought this product also bought...'.

See Build Associated Products.

Displaying Associated Products

When a product is added to a sales document, a list of the 5 'associated products' for this product will display in the 'Customers also bought...' section in the Properties: Product panel. See Properties: Product Panel.

To display Associated Products, make sure Show Associated Products is selected in the Switch Services On/Off menu on the Toolbar - Sub Menu when the sales document is open.

NEXT: Setting Up Top Sellers