Are you tired of keying the same list of products into a sales order over and over? In Epicor Eclipse, there is some functionality that can help you process these orders faster. Product Families allow you to create groupings of products that are typically sold together, but; yet, are not offered as kits.

For example, plumbing distributors typically sell the same bowl, tank, seat, and lever together. These can be combined into a product family, which would allow you to enter the order more quickly. Another example is to create a family for stock orders, since some customers come in regularly to purchase the same set of material.

Product families are highly customizable, allowing you to put any products together and also apply an order quantity. They can be¬†created under Product Additional. Once created, use a forward slash (“/”) in SOE, in the description field, before the family name. For example “/trim”.

We hope this tip helps enhance your efficiency.

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