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

2. 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

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

4. 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

5. 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

6. Item Replacement Scenario
Replace with Automatically Accept = No

7. Item Replacement Scenario
Replace with Automatically Accept = Yes

8. 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

9. 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

10. 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

11. 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

12. Item Up-Sell Scenario

13. 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

14. 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

15. 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.

16. 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

17. 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

18. Question and Answer