The ability to specify alternate and companion products is built into the Vision system. However, for companion products, you can enable a dialog box that makes it quick and easy to include companions on the current order. (See Adding Companions to an Order for details.)
Vision displays the companion products dialog during order entry. Depending on your preference, the system can display the dialog either when you click Accept Line or when you click Accept Order or not at all.
In order for the companion products dialog to display, you must enable it for the dealer, the warehouse, and the specific customer. When you enable it at the dealer level, you choose between displaying the companion dialog during line item entry or during order acceptance.
This table shows how the companion products settings for the dealer, the warehouse, and the customer affect whether the system displays the companion dialog.
Dealer |
Warehouse |
Customer |
Dialog Displays? |
None |
N/A |
N/A |
Dialog does not display for any orders regardless of warehouse or customer. |
Line Entry / Order Accept |
No |
N/A |
Dialog does not display for this warehouse regardless of customer. |
Line Entry / Order Accept |
N/A |
No |
Dialog does not display for this customer regardless of warehouse. |
Line Entry / Order Accept |
Yes |
Yes |
Dialog will display when ordering for this customer at this warehouse. |
The following procedures give step-by-step instructions:
Enabling the Dialog for the Dealer (immediately below).
Enabling the Dialog for the Warehouse (click this link to scroll down).
Enabling the Dialog for the Customer (click this link to scroll down).
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