Previous Topic

Next Topic

To open the Opportunities window

When you open the Opportunities window, whether you open the window in read-only mode or in enter-and-edit mode determines how the window functions:

Read-only mode

Open an order in read-only mode, and select a line item that has designated Upsell, Cross-sell, or Replacement items. The Opportunities window opens, and all existing Upsell, Cross-sell, and Replacement opportunities designated for the selected product display:

If you select another line item that has Upsell, Cross-sell, or Replacement opportunities, the Opportunities window remains open, and the data on the window refreshes.

Enter-and-edit mode

Enter or edit an order, and enter or select a line item that has Upsell, Cross-sell, or Replacement opportunities. The Opportunities window opens automatically, and all existing Upsell, Cross-sell, and Replacement opportunities designated for the product display:

If you select another line item that has Upsell, Cross-sell, or Replacement opportunities, the Opportunities window remains open, and the data on the window refreshes. If you Tab to or select a blank line item, the Opportunities window disappears until you enter or select another line item that has Upsell, Cross-sell, or Replacement opportunities.

Example of the Opportunities window and Overview tab during order entry

See Also

Ordering Upsell, Cross-sell, and Replacement Items

Using the Opportunities Legend

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


ASI logo 10.6 Production Release. Updated 1/23/2006 1:45:36 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.