Set Up Product Relationships (1209 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 2:31 PM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

Having build the relationship controls, this routine allows the linking of a parent code to a suggested uplift item.

Menu Location: System Admin > Products > Set Up Product Relationships

On entry to the program, the operator must specify which products are to be listed. The search options are -

Supplier (Vendor) - Select All or a specific supplier from the list.
Range (Collection) - Optionally select a range from the list once a specific supplier has been chosen.
Relationship Type - Optionally select a relationship type from the list provided

See Set Up Relationships (1205 onwards)

SKU - free format text entry field, whereby either a whole or part SKU can be specified.
Exact Match - Where ticked, only the specific
Description - Enter narrative relating to the SKUs description - wildcards are not required, and the search text can be embedded within the product’s description.
Content - choose whether to include
- Parent The search criteria should be used to find items with relationships
- Relation - The search criteria relates to items to be suggested (upsells)
- Both (Default) - Search for parents and relations matching the search patterns.

Click the NEW button at the top of the page or New on the side panel, to create a new relationship.
Click the FIND button at the top of the page or Find on the side panel, to search for items matching the search criteria. Results will show in the table below.
Click the REMOVE button at the top of the page, the icon or Remove on the side panel, remove selected parent and upsell combinations from the data grid, having placed a tick in the checkbox beforehand.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Having specified the search criteria, click the FIND button to see the list of matching SKUs

Item	Description
	Clicking opens the line for edit. The icon is replaced with a indicating the amendment is to be cancelled or saved.
	This icon (folder icon) creates a copy of the row ready for amendment. The new row will appear at the bottom of the grid, already in edit mode. It is not possible to create a duplicate copy of the row. At least one element must vary for the save () to be accepted.
	Ticking, includes the row in the group delete action. To operate, tick all rows to be deleted, then either click the icon in the column header or the REMOVE button / Remove on the side panel.
Parent Supplier	Select the supplier of the parent item. See Set Up Suppliers (1206 onwards) The parent item is the trigger point, whenever a parent item is added to a sales order SwanFRS will ‘suggest’ or ‘force’ the sale of one or more ‘upsell’ items.
Parent Range	Using the Parent Range as the filter, select a range from the list presented. A Supplier must be selected before a range can be chosen. See Set Up Ranges (1211 to 1213)
Parent SKU	Using the Parent Range, select a product (SKU) from the list of choices. This item becomes the trigger instructing the sales order engine to present the upsell item to the operator. Holding the Shift key allows a range of SKUs to be selected. Click on the first item, move to the last item to be selected - hold the Shift key and click to select all SKUs between these two items. Holding the Control key allows disparate SKUs to be selected, click on the first, move to the next, hold the control key and click, repeat until all the SKUs you wish to create have been selected.
Upsell Supplier	Select the supplier of the upsell item. See Set Up Suppliers (1206 onwards)
Upsell Range	Using the Upsell Range as the filter, select a range from the list presented. A Supplier must be selected before a range can be chosen. See Set Up Ranges (1211 to 1213)
Upsell SKU	Using the Upsell Range, select a product (SKU) from the list of choices. Within the sales engine if the Parent SKU is added to the order, SwanFRS will offer each upsell SKU to the operator either forcing them onto the sale or allow the operator (customer) to choose if they wish to purchase the item. Holding the Shift key allows a range of SKUs to be selected. Click on the first item, move to the last item to be selected - hold the Shift key and click to select all SKUs between these two items. Holding the Control key allows disparate SKUs to be selected, click on the first, move to the next, hold the control key and click, repeat until all the SKUs you wish to create have been selected.
Relationship Type	Select the relationship type for this parent / upsell combination See Set Up Relationships (1205 onwards)
Take from Stock	Tick if the system it to ‘consume’ free stock (wherever possible), should the upsell item be added to the sales order. Where stock isn’t available, a demand item would be added.
Class	The blue badge indicates the classification of the upsell item. This will show either UNIQUE, ACCESSORY, MEASURED or SERVICE

When cloning or creating multiple items, The routine will only allow one combination of Parent and Upsell. If the action would result in duplicate combinations, the new record is not created.

If creating or cloning new parent / upsell records where the combination already exists the relationship type will be replaced with the new relationship type - a new duplicate record will not be generated.

Files from the Confluence page