Associating Products and Items

Products are tracked separately from item records, but you can associate product records with item records for reference purposes. You can associate a product with multiple items, but an item can only be associated with a single product.

To associate items with a product:

  1. Go to Issues > Setup > Products.

  2. Click Edit next to the product you want to attach items to.

  3. On the Items subtab, select an item to associate with the product.

  4. Click Attach.

    This automatically selects the product on that item's record.

  5. Repeat these steps for each item you want to associate with this product.

  6. Click Save.

To remove an item from a product record, click Remove next to the item's name on the Items subtab of the product record. Removing an item from a product record removes the product from the Product field on the item record.

Note:

Users with the Issue Administrator role can't select products on items. This requires the account Administrator role.

To associate a product with an item:

  1. Go to Lists > Accounting > Items.

  2. Click Edit next to the item you want to associate with a product.

  3. In the Product Name field, select the product you want to associate with this item.

    This automatically adds the item to the Items subtab of the product record.

  4. Click Save.

Related Topics

General Notices