Associated Products

Associated Products – two products, which are related within a certain association. So there is Main Product and Related Product. Related products are not automatically cross-linked, so if the product A (main product) is related to product B (associated product), it does not mean that product B is automatically related to product A.

The option to create associated products targets on increasing sales and help in promotion and marketing of new products, but has a slightly different configuration process.

TreoPIM comes with the following predefined associations:

  • Up-sell products are the products with higher price and quality, which could be more popular with shoppers and more profitable for the sellers. Up-sell products are generally packed with special features or other competitive advantages to encourage customers to change their mind and buy these ones.

  • Cross-sell products are complementary products, which could be bought in addition to the main one. Good examples are cases or a smartphone covers that can be offered to a shopper, who is buying a smartphone. These are the products the customer would probably also look for.

  • Related products are usually products of the same category and type as the selected product or service. These are competitive alternatives to provide the customer with a wide number of options in addition to the main product. Sometimes related products are useful for promotion of less popular products or for attracting customers' attention to possible alternatives.

Associated Products Fields

The Associated Product entity record comes with the following preconfigured fields; mandatory are marked with *:

Field Name Description
Active Activity state of the record
Association * Association name within which the products are related
Both directions Association direction type of the record: one- or two-way
Backward association (if Both directions is enabled)* Backward association name
Main product * The main product name
Related product * The related product name

If you want to make changes to the associated products entity, e.g. add new fields, or modify associated products views, please contact your administrator.

Associated Products' List View

To open the associated products' list view click Associated Products in the navigation menu:

Associated products list view page

By default, the following associated products fields are displayed on the list view page for the associated products:

  • Association
  • Main product image
  • Main product
  • Related product image
  • Related product

To sort associated products records, click any sortable column title; this will sort the column either ascending or descending.

Associated products can be searched and filtered according to your needs. For details on the search and filtering options, see the Search and Filtering Panel section of the User Interface article in this user guide.

To create a new associated products record, click the Create Associated Product button located in the upper right corner or the associated products list view page or + button on the "Associated products" panel of the product detail view page; a common entry creation pop-up window will open:

Associated product creation

Here fill in all the required fields for the entry being created. Select the Both directions checkbox to make the association two-way – when product A is associated with product B; and vice versa, product B is associated with product A. Leave this checkbox unselected to make the association one-way – when product A is associated with product B, but not vice versa.

If a backward association is defined for the association entry within which the products are related, the Both directions checkbox will be selected by default with the backward association name displayed in the corresponding field.

To edit the product association, use the Edit option from the single record actions drop-down list for the appropriate record. In the editing pop-up window that appears make changes in the desired fields, where possible. Click Save to apply your changes.

To remove the product association, select the Remove option from the single record actions drop-down list for the appropriate record.

To view the associated products record details, use the View option from the single record actions drop-down list for the appropriate entry on the "Associated Products" list view page.

Mass Actions

The following mass actions are available for associated products entities:

  • Remove
  • Mass update
  • Export

Associations mass actions

For details on these actions, please, see the Mass Actions section of the User Interface article in this user guide.

Single Record Actions

The following single record actions are available for the associated products entities:

  • View
  • Edit
  • Remove

For details on these actions, please, see the Single Record Actions section of the User Interface article in this user guide.

Associated Product's Small Detail View

The "Associated Products" panel of the product detail view page displays which products are in relation with the currently opened product and within which association.

By default, the following fields are displayed in the associated product's small detail view:

  • Related product image
  • Related product
  • Association

In this view you can create a new associated product via the + button and edit/remove the existing associated products records using the corresponding options of the single record actions drop-down list.