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Assign stock items to an Affiliate

 

Assigning stock items to an affiliate can be useful if there are repeat transactions with the same items.

Navigate to the MAIN MENU - BROKERAGE - MANAGE AFFILIATES. 

 

 

Select the affiliate from the list. 

 

 

From the CONTACT DETAILS page, select the ASSOCIATED STOCK ITEMS tab. 

Search the item to link. There is an optional to add a custom name, comments and pricing. 

Once completed, select SAVE.