Step by Step Creating of Associated Product Bundles

Products>Utilities>Associated Products Bundles

Click the green plus sign  to add a new master product or service.

On the Select Product screen, select either Material or Services.

To create the new bundles, search and tag the product(s) or service(s).  Tagging can be done with the icons or clicking in the far left column.

After all needed product(s) or service(s) are tagged, click the Import button on the bottom right of the screen.

Each record will open allowing the name of the bundle to be changed.  Click OK after the name has been checked or changed.

Highlight the master product or service and click the green plus sign  at the bottom of the screen to select the materials or services that will be associated with it.  Choose Material or Services.

To add the Associated Product(s) or Service(s), search and tag the product(s) or service(s).  Tagging can be done with the icons or clicking in the far left column.

After all needed product(s) or service(s) are tagged, click the Import button on the bottom right of the screen.

All of the tagged records are now pulled over to the master record.