1. NetSuite CPQ
  2. NetSuite CPQ Guided Selling
  3. Creating Catalogs
  4. Including Additional and Required Items in the Search Results

Including Additional and Required Items in the Search Results

Note:

Additional items are called add-ons on the user interface.

You can suggest or require users to pair a chosen item with other items. Additional items (called add-ons) complement the items users select and are optional. For example, if users select a desk, they may receive suggestions to include related items—such as a desk mat or a lamp—in the transaction. By offering additional items, you can make sure users don't overlook up-selling and cross-selling opportunities.

Some items, however, can only be purchased with other items. Required items ensure users select complete solutions. For example, if users select an air conditioning system, they may be required to include an installation kit as a part of the purchase.

When additional or required items are included in search results, the catalog interface prompts users to consider them. If additional items are available, the Add-Ons button appears on the catalog interface. Users can click this button to view the list of additional items. Required items will be available through the Required Items button, which opens the list of items to be purchased with the selected items.

To include additional and required items in the search results, you must implement a prerequisite first. Go to Guided Selling > System > Global settings. Then, check the Advanced features box. If you don't check this box, additional and required items won't appear on the catalog interface.

To create an additional or required item:

  1. In NetSuite, go to Guided Selling > Product > Product Maintenance.

  2. Edit a catalog (called a product).

  3. Depending on the type of item to include in the search, follow one of the these procedures:

    Additional Item

    Required Item

    1. Go to the Add-Ons subtab.

    2. Click New CPQG Add-On.

    1. Go to the Required Items subtab.

    2. Click New CPQG Required Item.

  4. Enter a descriptive name for the additional or the required item.

    This name is for internal reference only. Users will view the values from the Item Name/Number and the Display Name/Code fields on item records.

  5. In the Item field, select the item you want to use as an additional or required item.

  6. In the Show Rule field, enter the conditions to include the additional or required item in the search results.

    To write conditions, enter filter and filter option codes separated by a forward slash character, for example, A/1. Use operators to combine multiple conditions, for example, A/1&B/2. For more information, see Activating or Hiding Building Blocks with Rules.

  7. Click Save.

Related Topics

General Notices