--- title: How to use the Related Items feature description: Education and guidance --- [Skip to content](https://faq.elecate.com/faq/how-to-use-#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [Data Items](https://faq.elecate.com/faq/data-items?hsLang=en) 3. [Equipment Management](https://faq.elecate.com/faq/data-items?hsLang=en#equipment-management) # How to use the Related Items feature Related Items allow you to associate supporting equipment with a primary equipment item. When the primary item is added to an event, the related items can also be included automatically, helping ensure all required equipment is accounted for. ##### **How to add a Related Item?** 1\. On the left side panel, go to **Data Items** 2\. Click on **Equipment Management** 3\. Select **Equipment Management (Active Items Only)** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-20-2026-05-05-19-1936-PM.png?width=670&height=257&name=image-png-Aug-20-2026-05-05-19-1936-PM.png) 4\. Open an **existing record** 5\. Go to the **Related Items Tab** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-20-2026-05-06-58-8578-PM.png?width=670&height=195&name=image-png-Aug-20-2026-05-06-58-8578-PM.png) 6\. User can either **create a new record by clicking on Add or edit an existing record** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-20-2026-05-09-57-2526-PM.png?width=670&height=177&name=image-png-Aug-20-2026-05-09-57-2526-PM.png) 7\. In the equipment setup form, complete the following fields: - Enter the **Equipment Name**. - Specify the required **Quantity**. - Select the **Active** checkbox to make the item available for use. - Enable the **Is Required** toggle if the item must be included whenever the equipment item is added to an event. ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-20-2026-05-16-00-1640-PM.png?width=670&height=172&name=image-png-Aug-20-2026-05-16-00-1640-PM.png) ##### What does the "Required" option do? When a related item is marked as **Required**: - It is automatically selected when the main equipment item is added to an event. - Users cannot deselect it. - A quantity greater than zero must be entered before proceeding. This helps ensure all necessary equipment components are included for the event. ### How to Add an Equipment Item (with Related Items) to an Event: 1\. On the left side panel, go to **Sales & Marketing** 2\. Click on **Event & Order Management** 3\. Select **Event Management - All Status Types Included** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-20-2026-05-28-06-7780-PM.png?width=670&height=279&name=image-png-Aug-20-2026-05-28-06-7780-PM.png) 4\. Open an **existing record or create a new event** 5\. Go to **Order Details** 6. Search for the equipment item that was previously configured when it was added to the event. Once selected, a modal window will appear displaying information about the related items. - Items highlighted in **orange** are marked as **Required**. For these items, the only field that can be modified is the **Quantity**. - Items highlighted in **gray** are marked as **Not Required**. Users can choose whether to add these items to the event. - To add an optional related item, select the corresponding **checkbox**. Additionally, the following columns provide useful information for each related item: - **Available**: Displays the quantity currently available. - **Total Amount**: Displays the total quantity of the item. - **Price**: Displays the item price. The **Related Items** grid includes an **Is Required** column that displays **Yes** or **No**, making it easy to identify which items are mandatory. While required related items cannot be removed, their **Quantity** field remains editable so users can adjust quantities as needed. ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-20-2026-05-34-15-8068-PM.png?width=670&height=377&name=image-png-Aug-20-2026-05-34-15-8068-PM.png) 7\. Once the user has completed reviewing the related items, click **Save & Close**. A confirmation message will appear, providing the following options: - **Confirm and Add**: Adds the selected item(s) and related equipment to the event. - **Customize Items**: Allows the user to modify the related items before adding them to the event. - **Cancel**: Closes the message without adding the item(s) to the event. ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-20-2026-05-41-22-5857-PM.png?width=670&height=195&name=image-png-Aug-20-2026-05-41-22-5857-PM.png)   - [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#main-content) - [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) - [Event & Order Management](https://faq.elecate.com/faq/sales-marketing?hsLang=en#event-order-management) - [Reports](https://faq.elecate.com/faq/sales-marketing?hsLang=en#reports) - [Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#marketing) - [Sales](https://faq.elecate.com/faq/sales-marketing?hsLang=en#sales) - [Finance & Accounting](https://faq.elecate.com/faq/finance-accounting?hsLang=en#main-content) - [Accounting Tools](https://faq.elecate.com/faq/finance-accounting?hsLang=en#accounting-tools) - [Customer Financials](https://faq.elecate.com/faq/finance-accounting?hsLang=en#customer-financials) - [Financial Reports](https://faq.elecate.com/faq/finance-accounting?hsLang=en#financial-reports) - [Commissions & Goals](https://faq.elecate.com/faq/finance-accounting?hsLang=en#commissions-goals) - [Payroll Processing](https://faq.elecate.com/faq/finance-accounting?hsLang=en#payroll-processing) - [Production](https://faq.elecate.com/faq/production?hsLang=en#main-content) - [Kitchen Management](https://faq.elecate.com/faq/production?hsLang=en#kitchen-management) - [Dispatching & Shipping](https://faq.elecate.com/faq/production?hsLang=en#dispatching-shipping) - [Event Staffing](https://faq.elecate.com/faq/production?hsLang=en#event-staffing) - [Event Production](https://faq.elecate.com/faq/production?hsLang=en#event-production) - [Production Reporting](https://faq.elecate.com/faq/production?hsLang=en#production-reporting) - [Returns](https://faq.elecate.com/faq/production?hsLang=en#returns) - [Purchasing & Inventory](https://faq.elecate.com/faq/production?hsLang=en#purchasing-inventory) - [Reports](https://faq.elecate.com/faq/production?hsLang=en#reports) - [Data Items](https://faq.elecate.com/faq/data-items?hsLang=en#main-content) - [Food Management](https://faq.elecate.com/faq/data-items?hsLang=en#food-management) - [Beverage Management](https://faq.elecate.com/faq/data-items?hsLang=en#beverage-management) - [Equipment Management](https://faq.elecate.com/faq/data-items?hsLang=en#equipment-management) - [Miscellaneous Items](https://faq.elecate.com/faq/data-items?hsLang=en#miscellaneous-items) - [HR Management](https://faq.elecate.com/faq/data-items?hsLang=en#hr-management) - [Vendor Management](https://faq.elecate.com/faq/data-items?hsLang=en#vendor-management) - [Venue Management](https://faq.elecate.com/faq/data-items?hsLang=en#venue-management) - [Reports](https://faq.elecate.com/faq/data-items?hsLang=en#reports) - [Database Tools](https://faq.elecate.com/faq/data-items?hsLang=en#database-tools) - [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en#main-content) - [Marketing](https://faq.elecate.com/faq/general-setup?hsLang=en#marketing) - [Software Updates Timeline](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#main-content) - [New Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#new-development) - [Online Portal](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#online-portal) - [Mobile Apps](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#mobile-apps) - [Legacy Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#legacy-development) - [Elecate User Guide](https://faq.elecate.com/faq/elecate-user-guide?hsLang=en) - [Elecate Mobile App](https://faq.elecate.com/faq/elecate-mobile-app?hsLang=en) - [Elecate Shopping Cart](https://faq.elecate.com/faq/elecate-shopping-cart?hsLang=en) - [Elecate Academy](https://faq.elecate.com/faq/elecate-academy?hsLang=en#main-content) - [User Guide](https://faq.elecate.com/faq/elecate-academy?hsLang=en#user-guide) - [Upcoming Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#main-content) - [Upcoming Core Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#upcoming-core-releases) - [Integrations](https://faq.elecate.com/faq/integrations?hsLang=en) [![Chill listening crop-3](https://faq.elecate.com/hubfs/Elecate_pri.svg "Chill listening crop-3")](https://www.elecate.com?hsLang=en) Help Center Copyright © 2026, Elecate