Understanding Order Advisor
Dynamic product suggestions display on the Order Advisor tab at the sales order header level of the Sales Order Entry program (P42101). The Order Advisor tab gives you historical information related to items ordered based on count and items ordered frequently in a specific time period. Thus, enabling you to view the cross sell and up-sell opportunities that the system found based on search criteria such as item, customer, customer group, and time frame.
The P42101 program uses the Reusable Subform for Order Advisor Reusable Subform program (P421010) to display the Order Advisor subform (S421010A) as a tab on the sales order header. The Order Advisor tab is available if either the Cross Sell or Frequency option is activated in the Sales Advisor Constants program (P42X00).
The system hides the Order Advisor tab if both the Cross Sell and Frequency options are not activated in the Sales Advisor Constants program.
The Order Advisor tab enables access to three types of cross sell opportunities:
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Cross sell items: Top items ordered historically based on count.
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Frequency items: Items ordered most frequently in a specific time period.
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Order up-sell: Order additions that qualify for basket and order level adjustments.
The Order Advisor tab provides a link to the Order Up-Sell form.
The system supports cross selling opportunities when:
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The line on the sales order is a new line entered in add, update, or copy mode.
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The quantity on the line is greater than zero.
The system displays the Order Advisor tab when the sales order is in update or copy mode. The cross sell and preferred item opportunities are blank and the system populates the forms only when new lines are entered and items are found.
You access the Order Advisor tab by clicking on the tab.
The Order Advisor tab contains the following features:
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Add to Order button.
Click to update the sales order with the items selected in the Order Advisor subform.
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Refresh button.
Click to update the Order Advisor subform on the Order Advisor tab with the most current information in the Order Advisor Work File table (F42X020W).
The system reloads the Order Advisor subform with current cross sell and frequency item information when new lines are added to the sales order. The system may remove items from the subform. The system displays cross sell and frequency items accumulated for all items on the sales order, not on a line by line basis.
For example, if you enter a new line on the sales order, you click the Refresh button to refresh the subform with new items related to the new sales order line.
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Order Up-Sell link.
Click the link to access the Order Up-Sell form.
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Available Items Only check box.
Select to display only items with available quantity.
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Order Advisor subform.
Displays the cross sell and frequency item opportunities for all sales order line in the Sales Order Detail grid.
The Order Advisor subform displays a maximum of six frequency items before a sales order detail line is entered in the Sales Order Detail grid. The number of frequency item opportunities displayed is a hard-coded value.
If you select both cross sell and frequency options 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 two frequency items and four 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.
The cross sell and frequency opportunities do not include items that already exist in the sales order.
You can select multiple lines by entering a quantity for multiple lines in the Order Advisor subform. After you enter quantities for the desired items and click the Add to Order button, the system adds new lines to the bottom of the Sales Order Detail grid.
The system does not recalculate prices when you change the quantity on the Order Advisor tab.