Cross-Sell and Up-Sell Item Replacement, Cross-Sell and Up-Sell

Agenda Introduction Review Item Replacement, Cross-Sell and Up-Sell Functionality Field-by-Field Setups with Explanation Present Business Scenario and Demonstration Question and Answer

Introductions Andrew Hall Joined Logan Consulting in 1996 QAD implementation experience since 1993 Multiple Certifications

Item Replacement Used to define a replacement Item Number for a pre-existing Item that is being phased out Different from Customer Item Maintenance in that the conversion is from one internal Item Number to another Phased by Effectivity Date Customer and Site Specificity available Impacted Programs: Sales Order Maintenance Customer Schedule Maintenance

Item Replacement Setup Enter the internal Item Number that is being replaced Enter the Site, Customer, Effective Date, and Replacement Item. Note: Sit and Customer are optional Include must be “yes” to make active Change Over Qty applies to scheduled orders only. Replacement Quantity if not a 1:1 replacement Automatically Accept

Item Replacement Scenario Replace with Automatically Accept = No

Item Replacement Scenario Replace with Automatically Accept = Yes

Item Up-Sell Used to define “upgraded” items to offer to a Customer if the item being ordered is unavailable Meet Customers needs / No lost sale Drive additional revenue for the business Multiple Up-Sell items can be defined, but only one can be the default Original Item cannot also be an Up-Sell item as this could create a circular / cascading record

Item Up-Sell Setup Enter the internal Item Number that can be upsold. Can be Site and/or Customer Specific (optional) Where-Used flag as “yes” to select a higher-level assembly from the Product Structure as the Up-Sell item Enter the actual Up-Sell Item Number Enter the relationship between the order quantity of the original Item and the Up-Sell Item Preference – determines order of presentation if multiple Up-Sell Item Numbers available If Auto Accept = “yes” then Default is selected. Order Entry only sees a message of the Item Number change

Item Up-Sell Scenario Up-Sell from Item T1006-100CT to T1006-100PL “CT” item should in cartons and “PL” item sold in Pallets 50 Containers on a Pallet

Item Up-Sell Scenario Material is not available and the Up-Sell item is set to Auto Accept = “No” Price and Availability presented for informational purposes Each Up-Sell Item Number shown in Preference Order. User selects by clicking on the Orange box

Item Up-Sell Scenario

Item Cross-Sell Define Items that are being offered / sold IN ADDITION to what the Customer is ordering Example: Company sells a Planter/Pot but also wants to offer the Customer a hanging assembly to make a full hanging pot Want to have Order Entry proactively ask Customer about the hanging assembly to drive additional revenue

Item Cross-Sell Setup Enter the internal Item Number that can has cross-sell items. Can be Site and/or Customer Specific (optional) Enter the actual Cross-Sell Item Number Enter the relationship between the order quantity of the original Item and the Cross-Sell Item Preference – determines order of presentation if multiple Up-Sell Item Numbers available If Auto Accept = “yes” then Default is selected. Order Entry only sees a message of the Item Number change

Item Cross-Sell Scenario Customer Orders a Pot – KSDB12-100EA Order Entry should be prompted to offer the Customer the hanger assembly – KSDB12-H1 Select the original item and navigate through the entire Sales Order line.

Item Cross-Sell Scenario QAD will then present the Cross-Sell Items Each Cross-Sell Item Number shown in Preference Order. User selects one or more by clicking on the Orange box

Item Cross-Sell Scenario An additional Sales Order line is created for each selected Cross-Sell item Treated the same as any other line once created

Question and Answer