Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering >

Selecting Asset-Based Promotion Recommendations

Users can effectively up-sell a promotion by recommending a promotion based on installed assets. The recommendation is based on active assets that are not associated to any promotions.

For example, an account has the following assets:

• Broadband Service Promotion
• Broadband Service (tied to Broadband Service Promotion)
• IPTV Service (no promotion association)
• Product A and Product B, Broadband and IPTV Promotion has both Broadband Promotion Service and IPTV Service

If the customer accepts a recommendation for Promotion C, then an order is created with the following line items:

• Broadband and IPTV Promotion has both Broadband Promotion Service and IPTV Service.
• IPTV Service (no promotion association).
• Broadband Service (tied to Broadband Service Promotion). A new instance of Broadband Service is added because the existing instance is associated to Broadband Service Promotion.

To select asset-based promotion recommendations

1. Navigate to Accounts, then Accounts List.
2. Use the vertical navigation buttons or perform a query to find the relevant account.
3. Click Menu and select Recommendations.

   A message window opens listing any available recommendations or notifies you that no recommendations are available for the product.

4. Click to Accept or Reject the recommendation.

   If you Accept the promotion, then the Line Items, Totals view is displayed. The Action field displays Update and the Promotion field displays the name of the added promotion.