Tolerance for Up-Sell Opportunities

For the system to determine how to display order up-sell item opportunities, you enter a value in the Tolerance (%) field in the Order Up-Sell group box in the Sales Advisor Constants program (P42X00). The system uses the tolerance percentage to define whether up-sell item opportunities such as adjustment level breaks are inside or outside the tolerance range in the Order Up-Sell program. Opportunities within tolerance are realistic for a CSR to recommend to the customer in relation to what the customer is already ordering.

You set up the tolerance in the Sales Advisor Constants program.

See "Setting Up Sales Advisor Constants".

The all items amount and weight charts on the Order Up-Sell form display all opportunities inside the tolerance range and only one opportunity outside the tolerance limit.

The system calculates the tolerance range for each adjustment name in the reprice group and each all items order reprice adjustment based on the reprice group total and adjustment level break value.

Tolerance range = Group Total + (Group Total * Tolerance).

Level breaks less than or equal to the tolerance range and greater than the group total are considered within tolerance. Level breaks greater than the tolerance range are considered outside the tolerance.

For example, the value in the Tolerance (%) field is set to 50 percent. A sales order has a total of 100 EA items in a basket group. Simple basket adjustments set up for this basket group have level breaks at 90 EA, 110 EA, 130 EA, 150 EA, 170 EA, 190 EA, and 250 EA.

The sales order qualifies for the 90 EA level break. The tolerance range is 100 + (100 * .5) = 150 EA. Level breaks 110 EA, 130 EA and 150 EA are within the tolerance range. Level breaks 170 EA, 190 EA, and 250 EA are outside the tolerance range.