Overview
Some product information belongs close to the item itself rather than only in the global unit list. Related items also help users connect complementary or substitute items.
Where To Find It
Path: Inventory > Product tools
Use these product-support tools when an item needs product-specific unit detail or a relationship to other items.
How It Works
QBM provides product-level tools for unit handling and related-item linking so the product record becomes more useful in daily operations.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Product units | Supports product-level unit detail beyond the basic global unit setup. | Use it when the item needs clearer unit structure. |
| Related items | Links products that belong together or may be used as alternatives. | Use it for upsell, substitute, or reference logic. |
| Item maintenance | Keeps these supporting details close to the item workflow. | Use it when the product master needs refinement rather than a full redesign. |
Recommended Workflow
- Open the product context that needs better unit or relationship handling.
- Review whether the item needs a product-unit setup change, a related-item link, or both.
- Save the supporting detail and test the product in the normal selling or purchasing workflow.
Best Practice
- Use related items for genuinely meaningful product links only.
- Keep product-unit logic easy for users to understand.
- Review related-item links when products are discontinued or replaced.