A simPRO functionality that is often underutilized, is the ability to Link catalogue items. This is very useful for items that are commonly or frequently used together (for example cable with a PowerPoint or copper with a hot water system).
What is a Linked Item?
When is the best time to use Linked Items?
Linked Items are extremely helpful when you need more flexibility than a Prebuild. It also helps new staff members quote quicker by prompting them to add other items that are frequently used with the common item.
How does Linked Items work?
When you add a catalogue item that contains linked items to a quote, job or purchase order, a popup box will prompt you to add any additional items that have been previously linked.
Here you can simply click Show Linked Items to view and add linked items or click Cancel to proceed without adding linked items.
How do we link items?
To link a catalogue item to another item:
- Create or access the catalogue item
- Click Linked Items
- Search and select the item you wish to link in the Add a linked item field.
- Click Save and Finish.
- Click the red icon (-) to delete a linked item from a catalogue item
Are there any important notes to remember?
Remember that linking is one way, so an alert will only appear when the primary item is added into the workflow (i.e. linked items will not appear when adding a prebuild or take off template, even if the catalogue items within that prebuild / take off template contain linked items).