• Go to inventory app 
• open Configuration -> Settings -> Units of Measure & packagings.

OPTIONAL PRODUCTS

optional products are extra items that suggests to the customer when they are buying a main product. It is mainly used for upselling or recommending related items.

=>suppose you sell Laptop, optional products are Bag, wireless mouse and antivirus software, when the salesperson creates a quotation for the laptop, it automatically shows those optional items, the customer can choose whether to add them or not.

To configure optional products, In inventory app

• open a product
• Go to the Sales tab
• under optional products, add related products

This optional products help

• to increase sales value,
• remind customers about related items,
• reduce forgetting important accessories.

REORDERING RULE

A reordering rule is used to automatically replenish products when stock reaches a minimum level. it helps prevent stock shortages by generating replenishment requests automatically.

Steps to create a reordering rule:

• open the Inventory Module --> Products --> Products
• select the product, click More - in dropdown click Reordering Rules

then Click "New" and Fill the Required Fields like

• location - the warehouse/location where stock is monitored.
• Min Quantity - the minimum stock allowed before replenishment starts.
• Max Quantity - the quantity you want to reach after replenishment.
• Route - defines how the product is replenished- Buy, Manufacture, Resupply based on your configuration.

Save the Rule, Trigger the Replenishment when stock falls below the minimum quantity. It automatically creates a draft RFQ/Purchase order if Route is Buy or creates a Manufacturing Order if the Route is Manufacture.

Before using reordering rules, Make sure:

• The product type is set correct usually Storable Product.
• Vendors are configured if using the Buy route.
• Routes are enabled in Inventory settings if need.