Upsell Preferences
Set up upsell preferences prior to using the Upsell Manager feature. Go to Setup > Sales > Upsell Preferences.
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Items to Upsell – When you upsell from transactions or from the customer record, NetSuite provides a list of possible upsell items. NetSuite generates this item list based on item correlation, or from related items. Upsell items are items that have positive correlation with previously purchased items. Related items are items that were manually selected on the Related Items subtab of item records.
Choose from the following:
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Show Upsell Items and Related Items – Both related items and items with correlation display on the Upsell subtab and in the Upsell Items popup window.
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Show Upsell Items If There Are No Related Items – Related items display on the Upsell subtab and in the Upsell Items popup window. If there are no related items, items that correlate with past purchases display.
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Show Only Related Items – Only related items display on the Upsell subtab and in the Upsell Items popup window.
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Minimum Correlation – When you suggest upsell items, NetSuite presents a correlation value for each pair of items.
Correlation is the percentage of customers that purchased the upsell items and each item in your upsell search results. Enter a minimum correlation to:
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Filter the suggested upsell items on the Upsell subtab of customer records and on the Upsell Items popup window on transactions
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Appears by default in the Correlation Greater Than field on the Select Upsell Items page when you use Upsell Manager
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Minimum Lift – Lift is the degree to which the item's correlation exceeds its overall purchase frequency. Lift helps you filter out basic items sold in a large percentage of transactions. A high lift implies a more reliable correlation. For example, an electronics dealer might notice that CD-Rs have low lift because they are sold in many transactions with unassociated items.
Enter the degree of lift that:
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Is used to filter items on the Upsell subtab of customer records and on the Upsell Items popup window on transactions
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Appears by default in the Lift Greater Than field on the Select Upsell Items page when you use Upsell Manager
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Minimum Count – Count represents the number of customers that purchased the upsell items and each item in your upsell search results. Enter the count that:
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Is used to filter items on the Upsell subtab of customer records and on the Upsell Items popup window on transactions
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Appears by default in the Lift Greater Than field on the Select Upsell Items page when you use Upsell Manager
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After you set these preferences, click Save.