1.9. How to Associate Other Records with Products?

To have all the information about the product, it is good to associate related details with products. Refer to the below mentioned procedure to associate products with other records.

  • Go to Inventory > Products.
  • Select the product to which you want to associate different records.
  • Click the product to open its detailed view.
  • From the detailed page, you can attach the following records with the products:
  • Trouble tickets
  • Documents
  • Quotes
  • Purchase order
  • Sales order
  • Invoice
  • Leads
  • Customers
  • Contacts
  • Potentials
  • Product bundles
  • Parent product
  • After associating these records, you can close the page and move to the next product page.