If inventory is available for an Active or Out of Production product, and Upsell, Cross-sell, or Replacement opportunities exist, iMIS opens the Opportunities window, listing all available Upsell, Cross-sell, and Replacement opportunities.
The Replace and Add buttons enable for Upsell and Replacement opportunities, and the Add button enables for Cross-sell opportunities:
If you click Add, iMIS does the following:
■ Adds a new line item for the selected Upsell, Cross-sell, or Replacement item with the Qty set to zero.
■ Refreshes the Opportunities window (the item added to the order is removed from the window).
■ Refreshes each line item's Opportunities indicator.
■ Maintains focus on the first line item (the initial product ordered) until all Upsell, Cross-sell, and Replacement opportunities have been exhausted.
If you click Replace, iMIS does the following:
■ Updates the original product's line item with the Upsell or Replacement item's data.
■ Refreshes the Opportunities window with the Upsell or Replacement item's existing opportunities.
■ Recalculates the order's discounts, taxes, and prices to reflect the Upsell or Replacement item's data.
■ Refreshes each line item's Opportunities indicator.
■ Maintains focus on the first line item (the original Replacement item) until all Upsell, Cross-sell, and Replacement opportunities have been exhausted.