Does any version handle associating inventory items+/- services together?

I am still using Sage 50 Pro 2013. Can any later version do this?:

If I am creating an invoice and I charge item A, as I tab off the last field on that item line, automatically insert the 'Item Number' of item B (and C?) on the next line(s) for me.

i.e. for items that usually are sold together - or a bonus gift giveaway tied to purchase of a specific item.

For example, consider these item numbers and descriptions:

b-tea1 Happy Birthday gift basket contains:
mhbsmiley Smiley Face birthday mug
teahouse12 House blend tea, 12-serving
biscminichoc Chocolate chip mini biscuits 135g

I'd wish to enter the line item b-tea1 as normal, then tabbing to the next line, I get mhbsmiley inserted automatically, then teahouse12, then biscminichoc - any of which I can edit per normal if needed.

For us, it's services - when we renew a domain name, we also offer a privacy service and our hosting clients receive a discount. The majority of our domain sales are this way, so when we invoice a domain name, I'd want those other 2 items to populate automatically.

Some way in inventory to chainlink items or services together?
Assembly only works for fixed items. If you assemble the gift basket on the fly - person may choose to swap the tea or cookies for another flavor. I may need to change privacy to privacydeclined.

     

  • 0
    JJD
    Short answer is current versions are no different than your 2013 version, I use inventory and service all the time and there have been no improvements in the inventory module, you might consider storing a purchase order with some of your more common scenarios!
  • 0 in reply to Ginkgo Bike
    Thank you, Bruce.
  • 0

    JJD said:
    when we renew a domain name, we also offer a privacy service and our hosting clients receive a discount. The majority of our domain sales are this way, so when we invoice a domain name, I'd want those other 2 items to populate automatically.

    You could set up recurring transactions and add the Privacy Service to each one.  Or use a recurring transaction with 'random' recurrance and change the name for each one.

    JJD said:
    Some way in inventory to chainlink items or services together?

    Not in the way some other software does of picking one item and having it enter a multi-line series of items, no.   The closest thing is a recurring transaction pre-filled out with all the items.  

    And you can't use Assemblies or Bill of Materials to combine services and items into a new item, so ixnay on the wishing for more wishes.