Understanding Dynamic Product Suggestions

Dynamic product suggestions provide real-time recommendations to the customer service representative (CSR) for additional sales opportunities. The system builds product suggestions using real-time processing of large volumes of current and previous sales order records. The CSR can view product suggestions during order capture and select items to add to the sales order.

You use the Line Advisor tab at the sales order header level of the Sales Order Entry program (P42101) to offer two types of up-sell opportunities:

• Up-sell items: Quantity increases to receive discounts based on all line level quantity discounts.

• Preferred items: Up-sell to another item based on a relationship to an item ordered on a sales order.

You use the Order Advisor tab at the sales order header level of the Sales Order Entry program to offer two types of cross sell opportunities:

• Cross sell items: Top items ordered with an item historically based on count.

• Frequency items: Items ordered most frequently in a specific time period.

You can also link to the Order Up-Sell form from the Order Advisor tab. Order up-sell suggests basket and order level adjustments for which the order may qualify.

You review the additional quantity and item suggestions during sales order entry. Although the information is available for selection, you are not required to act upon it.