Manage Intelligent Item Recommendations Preferences
If you're a user with the Administrator or Sales Manager role, you can manage your account's Intelligent Item Recommendations preferences.
Intelligent Recommendations use artificial intelligence algorithms to calculate and display items your customer might want to buy. For more information about using this feature, see Intelligent Recommendations.
See the following sections for more information:
Enable or Disable Intelligent Item Recommendations
If you do not want to see intelligent item recommendations on sales orders, estimates or opportunity records, you can remove the Intelligent Recommendations button from these records.
Removing the button doesn't affect your use of intelligent recommendations on websites.
To enable or disable Intelligent Item Recommendations for an account:
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Go to Setup > Company > AI > AI Preferences.
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From the AI Preferences page, click the Intelligent Recommendations subtab.
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On the Intelligent Recommendations subtab:
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Check the Show Intelligent Recommendations Button for Item Recommendations box to enable the Intelligent Recommendations button in your account.
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Clear the Show Intelligent Recommendations Button for Item Recommendations box to disable the Intelligent Recommendations button in your account.
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Click Save.
Customize Display Columns
You can customize which columns are displayed in the Intelligent Item Recommendations popup window on sales orders, estimates, and opportunity records. Optional columns include Display Name, Unit Price, and Quantity Available. Selected columns are displayed in your NetSuite account and the Customer Center.
To customize your display columns:
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Go to Setup > Company > AI > AI Preferences.
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From the AI Preferences page, click the Intelligent Recommendations subtab.
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On the Intelligent Recommendations subtab, check the boxes for the columns you want visible in the Intelligent Item Recommendations popup window: Display Name, Unit Price, and Quantity Available.
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Click Save.