Creating a Parent-Child Relationship

Before creating a parent-child relationship between items, it is recommended to obtain the exact description, UPC or some other available code of the desired items.

The procedure below describes creating a parent-child relationship between items via the parent item (we describe adding a child item to a parent item). You can also create a parent-child relationship via the child item. Follow the procedure and you will understand how to add a parent item to the child item.

To create a parent-child relationship between items:

1. From the CStoreOffice® main page, go to Price Book > Items.
2. Search for the desired item. For details on searching the desired item in Price Book, see the Searching for Price Book Elements section.
   Result: The list of available items appears.

   

3. In the list of items, define the item that you want to make a parent item (a larger container).
4. Select the item and click the View button.

   

5. In the displayed window, click Parent-Child.

   

   Result: The Price Book Visualizer form opens in a separate window. It will display the card with the details of the selected item. If the selected item has any parent-child relationships, they will be also displayed in the visualizer.

6. In the Price Book Visualizer form:
1. In the Station list, select the location (station) for which you will create a parent-child relationship. If you need to add a parent-child relationship for this item on all locations, leave the default All Locations value or select it from the list.
2. Click the item for which you are going to create the parent-child relationship. If there is only one item displayed in the Price Book Visualizer form, omit this step.
3. In the item card, depending on the relationship you are going to create, click one of the following buttons:

• +Child: Click this button, if you need to create a parent-child relationship between items via the parent item (adding a child item to a parent item).
• +Parent: Click this button, if you need to create a parent-child relationship between items via the parent item (adding a child item to a parent item).

  
  Result: The Add Child Relation or Add Parent Relation window opens to the right side of the page.

7. In the Add Child Relation or Add Parent Relation window:
1. Search the item you want to add as a child or parent item. You can search directly via the Search by fields or using the Advanced Search link.

You can also create a new item by clicking the Add New Item link. For more information on how to create a new item in CStoreOffice®, see Setting Up Items.

2. In the Children contained in Parent or Parent contained in Children field, enter the number of children or parent items correspondingly.
3. At the bottom of the window, click Save.

   

   Result: Selected item is added as a child item. The parent-child relationship between items is created and displayed in the Price Book Visualizer.

   

In case the item added to the relationship as a child or parent item already had any parent-child relationships before, they will be also displayed in the visualizer.