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Ordering Upsell, Cross-sell, and Replacement Items

When customers order products, additional items often are available that can replace, that complement, or that are superior to the products initially ordered. However, customers sometimes miss these purchasing opportunities because they are unaware that additional items are available.

If you designate Upsell, Cross-sell, or Replacement items for a product on the Upsell/Replace window (accessible by clicking Upsell/Replace on the Manage products window), the items are easily accessible during order entry from the Opportunities window, which opens from the Overview tab. You then can replace a product with an Upsell or Replacement item, or you can add Upsell, Cross-sell, and Replacement items to the order.

Direct access to Upsell, Cross-sell, and Replacement items during order entry significantly helps organizations to increase revenue from the sale of additional items and higher-margin products:

In This Section

Using the Opportunities Legend

To open the Opportunities window

To close the Opportunities window

To add opportunity items to an order

To replace products with opportunity items

To replace Out of Production products that have no inventory available

See Also

Order Entry

Overview

Entering Orders

Entering Order Details Tab Information

Entering 'Ship to' Customer Information

Entering Payments

Viewing Account Information

Ordering Products from Multiple Warehouses

Entering Detailed Product Information

Viewing Publication Details

Finding Orders

Editing Orders

Canceling Orders

Editing Payment Types

Applying Credit Balances as Payment

Entering Credit Memo Orders

Entering Debit Memo Orders

Printing Order-Specific Reports

Accessing the Orders Module from Customer Portfolio

Viewing Order Activities

Adding New Customers during Order Entry


ASI logo 10.6 Production Release. Updated 7/7/2005 10:12:27 AM
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