Set Up Relationships (1205 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).

In SwanFRS terms, a relationship is a way of controlling the upselling of product. For example, if a customer purchases product X then SwanFRS will recommend they purchase product Y. This routine controls how the product is ‘offered’ to the customer.

Menu Location: System Admin > Products > Set Up Relationships

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Item	Description
Relationship Description	Specify the name for this control. The name will be presented in the pop-up window offered at the time of adding the ‘parent’ product to the sales order.
Relationship Type	Select how SwanFRS will process the relationship. Choose from Optional - The customer / salesperson can elect to add the suggested product or not. A record of rejected suggestions is presented on the sales order acknowledgement, should the customer change their mind later. Mandatory - SwanFRS will force the addition of the suggested product onto the sales order.
Quantity Type	Specify how SwanFRS will handle multiple quantity sales order the parent item. Choose from Options - SwanFRS will offer a quantity field in which the salesperson can enter the number of units of the suggested products the client is purchasing. Match Order Qty - SwanFRS will force the quantity of the suggested items to match that of the parent item. For example, if the customers purchases X of the parent item, then there will be X of the suggested item. Number of Seats - This option checks the ‘number of seats’ set against the parent item and uses this to force the quantity of the suggested item. For example, if selling a three seater sofa which has ‘3 seats' then the warranty for that sofa would have a quantity of 3.
Relationship Use	This controls instructs SwanFRS where the product relationship is to be offered. Choose from Not Used - The relationship is effectively turned off (not active) FRS - The relationship is to be used in the back office and tablet sales programs only. External - The relationship will be ‘send’ to linked applications for them to use. FRS and External - Use the relationship both in SwanFRS and within a linked application. Note changes may be required to interfaces when linking with third party applications.

Having set up the relationship controls, it is necessary to build the parent to suggestion relationship - This is achieved within the Set Up Product Relationships (1209 onwards) routine.

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