Good retailers understand the benefit of offering value-add’s instead of discounting price. One easy way you can achieve this in LightSpeed is by setting up Related Items.
Related Items can be used in a number of different ways:
- A Jeweler may recommend a matching necklace or bracelet of a collection when a particular item is sold
- A Bicycle Retailer may offer a service plan when a particular bicycle is sold
- A Fashion Retailer may bundle in clearance stock to add value to a sale
- An Electronics Retailer may recommend the printer cartridges when a particular printer is sold or an extended warranty program.
The Related Products drawer, opened by clicking the Related button on your Product Card window, lists the Products that have been related to the open Product. When the open Product is quoted, ordered or invoiced, a popup window listing the related Products appears, prompting the user to double-click the related Products to add them to the sales document. Related Products are a convenient way to remind salespeople to upsell an item with related accessory or warranty products.
By configuring related products to recommend or auto add items in your Point of Sale, will make it easier for your staff to sell the right items and increase the number of items per sale.
Adding a Related Product
To configure your related items, open the product card of the item you would like to assign related products to.
Click on "Read More" for instructions on how to set up related items
Click on "Read More" for instructions on how to set up related items
Click on the related button on the bottom of the product card.
A side bar opens and allows you to search for the product you would like to link.
Type the Product Code or Description of the Product you'd like to "relate" to the primary Product in the search field of the Related Products drawer. When the correct match appears, double-click it to add it to the list of Related Products. You can adjust the number in the Qty column to indicate the quantity needed of the Related Product. In the POS screen, Related Products appear in the lower right corner when the User is browsing a Product.
Clicking the checkbox beside each Related Product will turn on the auto-add feature – when the primary Product is attached to a sales document, any auto-add Related Products will automatically be attached to the sales document also.
Otherwise, the Related Product will only appear in a list that can be dismissed or accessed. This helps remind your staff to sell the items you want to promote, and more importantly will ensure that bonus items are being invoiced out correctly and removed from your inventory.
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