Understanding How to Use Customer Segment Based Selling on Sales Orders

Customer segment based selling is a technique that enables you to group customers into buying segments based on the customers' buying habits. Buying segments are UDCs (42B/BS) that represent groups of similar products, and you assign buying segment codes to the customers. By grouping customers who buy similar products into buying segments, you can potentially increase sales by suggesting items during sales order entry that other customers in the same segment have purchased.

The Customer Segment Items program (P42440) enables you to review a list of items that customers who belong to the same buying segment have purchased. While you are entering a sales order for a customer, you also can specify a quantity.

You can access the Customer Segment Items program in two ways:

• If you have set the appropriate processing options in the P4210 program, the system automatically displays the Customer Segment Items form when you finish adding the sales order.

• If you have set the appropriate processing options in the P4210 program, you can select the options for customer segment items while adding the sales order.