Commerce Sales and Marketing
NetSuite 2026.1 includes the following enhancements to Commerce sales and marketing features:
Commerce Marketing
Intelligent Item Recommendations: CRM Conversion Workbook
An Intelligent Item Recommendations: CRM Conversion workbook is now available. Use the workbook to analyze conversions based on intelligent item recommendations (IIRs) and view estimated revenue.
This workbook has three views:
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Recommendation Conversions Table - Shows a breakdown of IIR-related conversions by date, scenario, employee, customer, transaction, transaction type, and item.
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Estimated Revenue Table - Summarizes estimated revenue associated with IIR-driven transactions.
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Daily Estimated Value Area Chart - Displays daily aggregated estimated revenue over the past 30 days as a graph.
For more information about the workbook, see Intelligent Item Recommendations: CRM Conversion Workbook.
This workbook is based on the new Intelligent Item Recommendations: CRM Conversion dataset. It provides detailed tracking of transaction lines in CRM where an IIR-driven conversion has occurred. The dataset supports filtering by date range, transaction type, and item value, enabling targeted reporting. For more information about the dataset, see Intelligent Item Recommendations: CRM Conversion Dataset.
Filter by Available Items for Intelligent Item Recommendations
When using Intelligent Item Recommendations on your sales orders, estimates, and opportunity records, you can now filter to view available items only. By default, all items are shown, but you can refine your results by selecting the 'Available items only' option. Available items include those in stock and those available for backorder.
Column Customization of Intelligent Item Recommendation Results
You can now 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 these columns, go to Intelligent Item Preferences. For more information, see Customize Display Columns.
Popular Item Recommendations
If intelligent item recommendations aren't available for your sales orders, estimates, or opportunity records, you'll see a list of popular items instead. This helps you discover additional products.
Accessing Intelligent Item Recommendations Preferences
Intelligent Recommendations preferences are now available in the AI Preferences menu on the Intelligent Recommendations subtab. The Show Intelligent Recommendations button for item recommendations option has also been moved to the Intelligent Recommendations subtab. This preference was previously at Setup > Sales > Sales Preferences. Keeping your AI-related preferences together makes it easier to customize these features.
Intelligent Recommendations preferences can be accessed from multiple locations:
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As an Administrator, access preferences at Setup > Company > AI Preferences > Intelligent Recommendations subtab.
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As an Administrator, access preferences at Commerce > Marketing > Recommendation Preferences.
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As a Sales Manager, access preferences at Setup > Sales & Marketing Automation > Recommendation Preferences.
For more information, see Manage Intelligent Item Recommendations Preferences.
Redwood Theme Experience and UI Updates to Intelligent Item Recommendations
We made the following updates to enhance the look and feel, and to align with the Redwood Experience Theme:
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Updated the popup window for sales orders, estimates, and opportunity records.
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Updated the Recommendation Availability page.
To enable the Redwood Theme Experience in your account, go to Home > Set Preferences. On the Appearance tab in the Redwood Experience area, click Enable.
Regardless of the active theme in your account, the Recommendation button on the Item line has been renamed to Alternative Items.