1. In-Memory Sales Advisor Implementation Guide
  2. Understanding Cross Sell Items

Understanding Cross Sell Items

Cross sell items are additional sales opportunities of the top items ordered with an item historically based on count. Cross sell items do not exist on the current sales order and are related to items on the order.

The system supports cross sell items when:

  • The line on the sales order is a new line.

  • The quantity on the line is greater than zero.

For the system to determine cross sell item opportunities, you must:

  • Activate the cross sell feature.

  • Define the included document types.

  • Define parameters for the cross sell item search.

  • Define the cross sell time frame.

See "Setting Up Sales Advisor Constants".

The system searches sales records in the Sales Order Detail File (F4211) and Sales Order History File (F42119) tables to determine the top items based on count.

You must use the Sales Order Entry program (P42101) to work with cross sell items on sales orders. The system displays cross sell item opportunities in the Order Advisor subform (S421010A) on the Order Advisor tab.

The system ranks cross sell items by most popular based on how many times an item appears on other orders with the items on the current order. The system marks cross sell items with a label of Cross Sell in the Type field.

Additional cross sell item information on the Order Advisor subform includes the item number, item description, branch/plant, quantity available, unit price, pricing unit of measure, unit cost, and percent profit margin. The system uses the header branch/plant from the sales order and calculates availability for that branch/plant.

The system displays the foreign prices if the order is set to foreign currency or the taxed unit prices if the order is in taxed unit pricing mode. Thus, the price fields displayed in the Order Advisor subform are the same fields as shown in the Sales Order Detail grid.

Set the Display or Hide Cost Fields and Display or Hide Price Fields processing options on the Display tab of the Sales Order Entry program (P42101) to blank or 1 for the unit cost, unit price, and profit margin fields to appear in the Order Advisor subform. If you set the Display or Hide Cost Fields or Display or Hide Price Fields processing options to 2, then the system does not display the unit cost or unit price fields in the Order Advisor subform.

If either the Display or Hide Cost Fields or the Display or Hide Price Fields processing option is set to 2, then the system does not display the profit margin field.

If you select both cross sell and frequency in the Sales Advisor Constants program, then cross sell items display before frequency items in the Order Advisor subform when sales order detail lines are entered.

After you enter sales order lines, the Order Advisor subform displays three frequency and three cross sell items. The number of frequency and cross sell item opportunities displayed is a hard-coded value of six. If not enough cross sell or frequency items exist, then the system displays more of one type and less of another. For example, the system displays one frequency items and five cross sell items.

If the same item is found by both the frequency and cross sell searches, then the system displays the item as a cross sell opportunity.

Note: If you do not activate both the Cross Sell and Frequency options in the Sales Advisor Constants program, then the system does not display the Order Advisor tab.

The system calculates cross sell items as new lines are added to the order.

You use the Refresh button to update the Order Advisor subform. You use the Available Items Only option to display only items with available quantity.

The system stores cross sell items to suggest in the Order Advisor subform in the Order Advisor Work File table (F42X020W). After you select cross sell items and click the Add to Order button, the system stores data in the Sales Order Workfile. Once the cross sell items are added to the sales order and the order is saved, data is stored in the Sales Order Detail File table (F4211).

The system does not present cross sell opportunities for:

  • Kit parents.

  • Kit components.

  • Configured parents.

  • Canceled lines.

  • Lines with a negative quantity ordered.

  • Canceled lines with a last status less than status 980.