We are on Epicor Public Cloud and have not yet gone live but in the middle of setting up. We manufacture carts and occasionally must sell a replacement part for a customer. Let’s say a “wheel assembly” is needed. When the customer buys a wheel assembly, we want the salesperson to ask if the customer needs the related bracket. Is there a way to connect or link the wheel assembly to the necessary bracket without creating a new part number for the wheel assembly + bracket?
What we do to alert out CSRs that they need to ask something, add a complement part, or charge a fee is to put a note on the part that pops up when the original part is placed on the sales order. If you are interested in hearing more about that, let me know!
Next you need to type in a Memo Description and Memo Text. The description appears on the title bar of Popup Window. The Memo Text is what appears in the window. The information can be as specific as you need it to be because it is tied to this part. If you want to use the same memo information, then copy it and paste it to a word document so that you can paste it into another memo for different part.