In many supply chains, products are transformed. Raw materials become semi-finished goods, which then become final products. The Related products feature allows you to map these physical transformations, specifying exactly what a product is made from and what it is eventually used to create.
Add Related Products
Navigate to Related Products: From your main Products list, click on the name of the product you want to manage. In the left-hand navigation bar of the details panel, click the Related products icon (the fourth icon down, resembling a connected 3D cube).
Enter Edit Mode: Click the Edit button located in the top right corner of the panel.
Define Upstream Ingredients ("Created from"): By default, you will be on the Created from tab. This is where you specify the upstream items used to manufacture your current product.
Look at the Add products panel on the right side of the screen.
Click the + (plus) icon next to the relevant product. A green Relation added message will confirm it is linked.
Define Downstream Products ("Used in"): Next, click the Used in tab. This is where you specify what your current product is eventually turned into downstream.
Find the resulting product in the right-hand list and click its + icon to link it.
Save Relationships: Once you have mapped the necessary relationships, click the Done button in the top right corner.
Review the Visual Flowchart: The system will automatically generate a visual, linear flowchart displaying the transformation chain you just built, giving you a clear view of the product's lifecycle.
Detach a Related Product
If a manufacturing process changes or you linked a product by mistake, you can easily sever the connection.
Enter Edit Mode: Ensure you are in Edit mode within the Related products panel.
Locate the Link: Navigate to the appropriate tab (Created from or Used in) where the linked product is currently listed.
Select the Product: Check the box immediately to the left of the product you wish to unlink.
Detach: Once selected, a green button with an X icon (the Detach button) will appear below the list. Click this button.
Confirmation: A green confirmation message reading Record detached will appear in the bottom left corner, and the product will be removed from both the list and the visual flowchart.
