Relationship types define how products relate to one another. Model relationship types can be created such as substitutes, up-sell, and cross-sell items.
Steps to Create Relationship Types
- Login and access the Supplier’s app from the universal menu.
- Click on the More(...) icon and select the Settings.
- In the settings page, click on the Customize app and select the Relationships.
- Click on the Create button to create a new relationship type.
- In the Create Relation Type pop up to enter the follows:
- To Object - To Object denotes the app to which the relationship needs to be specified. Here, since it’s a customer-customer relationship, here choose Supplier.
- Definition - Definition would be the current object relationship type for the To Object. You can define your own relationship definition. Here, entered the Definition Substitute.
- Reverse Definition - Reverse Definition would be the To Object relationship type for the Current Object. Here, entered the Reverse Definition as Sub-Category.
- Click on the Create button to complete.
- The Relationship will get created and added to the list.
Steps to Add Relationships
- Now, go to the Supplier Overview page scroll down to view the Relationship table.
- Click on the Add button.
- In the Add Relationship popup, search and add the supplier.
- You can view the created Relationship on the Relationship dropdown.
- Click on the add.
- The selected supplier will get added to the Relationship table.
