Upselling on Transactions
When you enter an estimate, sales order, cash sale, invoice, or opportunity, you can view a list of upsell items.
This Upsell Items popup window lists items and item categories that historically sold well with the items on the transaction.
Each upsell item displays with correlation and count values to help you determine the best upsell candidate. An upsell item's correlation is the percentage of customers that purchased both the upsell item and the items you selected on the transaction. The count displays the number of transactions in which the items are purchased together.
For example, a sales rep creates a sales order for a new laptop. After they select the laptop on the Items subtab, they click the Upsell Items button. At the top of the Upsell Items list, they see that 13% of transactions that include this model of laptop also include wireless routers. They ask the customer if they are interested in a router, and if so, they add it to the order.
NetSuite searches for correlation on each item separately when you search for potential upsell items.
To choose an upsell item on a transaction:
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Create a new sales transaction.
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On the Items subtab, add at least one item to the transaction.
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Click Upsell Items.
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In the Upsell Items popup window, check the boxes next to the items you want to upsell to the customer.
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Click Submit.
NetSuite adds the item to the transaction.
To maintain optimal NetSuite performance, you should set upsell preferences to limit the number items that display. Go to Setup > Marketing > Upsell Preferences. These limited items appear on the Upsell subtab of the customer record and the Upsell Items popup window on transactions.