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Create a Product Relationship

You create product relationships to relate products to one another.

For example, you may want to recommend that, when a customer orders an iPhone, he also orders an iPhone case. To do so, you create a product relationship for the iPhone.

  1. Go to the Products tab.
  2. Search for and go to the product on which to base the relationship.
  3. Scroll down to the Product Relationships related list.
  4. Click New Product Relationship.
  5. On the Product Relationship Edit page, enter the following information:
    Note
    Note

    If you're using product versioning, you can’t create two product relationships based on the versions that have the same Relationship Type and the same Add Mode. The same product relationship is used for all versions of a product. See Versioning and EPC Entities.

    • Product Relationship Name describes what this relationship is, for example Sonic Screwdriver recommends Psychic Paper.

    • Product is a lookup to the product.

    • Relationship Type defines the action that occurs, for example, Recommends.

    • Related Product is a lookup to the product to act upon, for example, Psychic Paper.

      Use this field to specify the product for a rule to act upon. Let's say you create a rule that automatically removes a product. In this field, specify the product that you want to remove.

    • Description describes the relationship.

    • Max Quantity is the maximum number of the related product a customer can add to the original product.

    • Min Quantity is the minimum number of the related product a customer can add to the original product.

    • Is Conditional specifies if a relationship is or is not conditional.

      This option is only applicable if the UnconditionalProductValidation custom action is include in the Validation flow.

    • Message is the custom message that appears when the product is added to the cart. For more information, see Create a Custom Product Configuration Message.

    • Default Quantity is the number of products to add, delete, recommend, and so on, for example, 1.00.

    • AddMode indicates how the product should be added in relation to the original product.

    • Context is the context of the defined relationship, Bundle or Cart.

    For detailed field descriptions, see Product Relationships Overview.

  6. Click Save.