1. Implementing Order Management
  2. AI: Sales Promotions Advisor

AI: Sales Promotions Advisor

Use Sales Promotions Advisor in the Order Management work area to get suggestions about how to promote, upsell, and cross sell items on sales orders. This AI agent can make suggestions and ask you follow up questions depending on the choices that you make in the sales order.

The Sales Promotion Advisor will automatically analyze your sales order, and then use the rules that you have set up to identify any promotions that it can apply. It can also suggest complementary offers to help you cross sell and upsell. The agent can update the sales order according to the selections that you make while you interact with it.

  • Get a personalized promotion according to context. For example, order a printer and the agent can suggest a discount for ink.
  • Cross sell and upsell. Get a recommendation for an add-on or a bundle while you create the sales order and increase the order's value.
  • Get the details that you need exactly when you need them. The agent can provide the exact amount of detail in a recommendation that you need to make an informed choice so you can quickly submit the order.
  • Get recommendations according to the values from a large set of attributes. Use these values to provide recommendations that meet your customer's specific requirements.

Some typical recommendations include getting a discount according to the:

  • Order line's quantity or amount
  • Total quantity for an item across all order lines in the order
  • Total amount on the sales order

For example:

  • Buy a quantity of 5 of the Glorious Bouquet and get 30% off.
  • Buy a quantity of 22 of the LCD Monitor and get a free keyboard.
  • Pay immediately and get a 10% discount.
  • Ship by ground and get 5% off.

Try it:

  1. Go to the Order Management work area, create a sales order, then click Offers and Benefits > Show Offers and Promotions.
  2. Notice the recommended promotions, such as:
    • Promotion 1 is a cross sell
    • Promotion 2 is a discount for an immediate payment
    • Promotion 3 is a volume discount
  3. Click a promotion, then examine the result. The breakdown includes your choices and the order total.
  4. Click View Details, then examine them.

Set Up

  1. Go to the Setup and Maintenance work area, then use the Manage Administrator Profile Values task to set the Enable VBCS Progressive Web Application User Interface (ORA_HCM_VBCS_PWA_ENABLED) profile to Yat the site level.
  2. Go to Tools > AI Agent Studio, set the Family to SCM and the product to Order Management, then click Copy Templateunder Sales Promotions Advisor.
  3. Click Copy, enter a suffix, then click Continue. We recommend that you use the suffix to indicate versions, such as 1, 2, 3. If necessary, you can modify the description, prompt, and tools to meet your needs.
  4. Click Publish > Agent Teams, then confirm that the agent's status is Published. Also, set the Agent Team Code attribute to promotionAgentName's value, such as SALES_PROMOTIONS_ADVISOR_1.
  5. Go to the Order Management work area, then click Edit Page in Visual Builder Studio.
  6. Set promotionAgentName to SALES_PROMOTION_ADVISOR_1, then click Preview.
  7. If all looks good in the preview, then publish your changes.
  8. Set these order management parameters:
    • Number of Recommendations to Display. Specify how many recommendations the summary displays. It comes predefined with a value of 3.
    • Item Details to Display in Offers. Specify whether to display the item number, item description, or both of them.

Guidelines

  • You can use the agent only in the Order Management work area.
  • You can't use the agent in a guided journey.
  • You can use the agent only for a draft order or a revision.
  • You can submit the sales order directly from the agent. However, we recommend that you allow your users to review the order before submitting it.
  • A recommendation can offer a choice that allows you to select among two or more conditions that are needed to apply the promotion. For example, if you use UPS 3 Day Ground or Fedex 3 Day Ground, then get 30% off the sale price.

Use the item search tool and the order total tool to set up your prompt to meet your specific requirements. For example, if the advisor says get 50% off all electronics this week and you want to add an item from the electronics category to get the discount, then you can use the search tool to search items in the category. You can tune these prompts to meet your needs.

The agent can use the values from these attributes on the order header when it creates a recommendation:

  • Bill To City
  • Bill To Country
  • Bill To County
  • Bill To Province
  • Bill To State
  • Business Unit
  • Currency
  • Customer
  • Customer Account. Must match the Bill To Account on your promotion's set up.
  • Postal Code. Must match the Bill To Postal Code on your promotion's set up.
  • Pricing Strategy
  • Ship To City
  • Ship To Country
  • Ship To County
  • Ship To Postal Code
  • Ship To Province
  • Ship To State

If the value in the attribute meets the promotion's requirements, then the agent can provide a recommendation. For example, if the value in the Bill To City on the sales order in the Order Management work area meets the value that you specified for the Bill To City attribute that you set up on the pricing promotion in the Pricing Administration work area, then the agent can make a recommendation.

The agent can update these attributes when you select one of its recommendations:

  • Item
  • Item Category
  • Line Amount
  • Line Quantity
  • Order Total
  • Group Amount. A group of items in the promotion that are necessary to meet the promotion's incentive.
  • Group Quantity. The quantity for a group of items in the promotion that are necessary to meet the promotion's incentive.
  • Aggregated Amount. The total amount in a category of items that's necessary to meet the promotion's incentive.
  • Aggregated Quantity. The total quantity in a category of items that's necessary to meet the promotion's incentive.
  • Promotion Code

It can update these attributes on the order line:

  • Payment Term
  • Shipping Method
  • UOM

You can use these tools with this agent:

Tool Description
Order Promotions Advisor Promotions that are available for the sales order.
GetSalesOrderLines Get details about the sales order or order lines that you select.
GetOrderPricingRecommendations Get details about the promotions that available according to values in the sales order.
GetOrderAmount Calculate the order total, dates, and so on.
GetUpdatedOrderLineAndCharges Calculate charges on the order line, dates, and so on.
Apply Promotion Apply the promotion.
AddOrderLine Add an order line as part of the promotion.
updateLine Update an order line as part of the promotion.
CopyOrderLines Copy an order line as part of the promotion.
RemoveOrderLines Remove an order line as part of the promotion.
SelectItemFromCategory Select an item as part of the promotion.

For more, see: