Mass Association allows for the association of one product across all products that meet at least one of the following criteria: Vendor, Product Type, or Product Code. Mass Associations can be set up in the Catalog/Inventory Maintenance modules within the Associated Products tab:
After clicking the Mass Association button, a View Associations screen will appear as follows:
Within this screen, you can review, edit, or delete existing Mass Associations or add new associations. To add Mass Associations, click the Add New button. The system will prompt a Mass Association screen as follows:
At the top of the screen, the system displays the item that will be Mass Associated (e.g., 3/8 TOPBOND CARPET PADDING). Below that, in the middle portion of the screen, the Associate By criteria can be selected (i.e., Vendor, Product Type, and/or Product Code). In this example, the carpet pad is associated with all items with a Product Type of Carpet. A specific Vendor and/or Product Code can also be selected to narrow the criteria further. At the bottom of the screen, you will see the same options as explained above in the Simple Association section above.
As another example, you can “Mass Associate” CARPET LABOR across all CARPET Product Types, as exemplified in the illustration below:
Using the example above, while in Quote/Order Entry, the following Mass Association setup will appear as follows:
The data above will then appear as follows in either the Quote or Order Entry Line Items screen:
Associated Products-Mass Association
How does Mass Association of products work?