To designate opportunity items for a product
When designating a product's Upsell, Cross-sell, and Replacement opportunity items, iMIS does not allow the following:
- Designating a product as an Upsell, Cross-sell, or Replacement opportunity for itself
- Entering duplicate Upsell, Cross-sell, or Replacement opportunities (a duplicate is defined as two lines having the same Product and Type field values)
Note: If you are adding opportunity items for a product, and opportunity items already exist on the product's Upsell/Replace window, select the last opportunity item listed before clicking Edit. This will save you from having to scroll through the entire list to add a new item.
- From Orders, select Manage inventory> Manage products to open the Manage products window.
- Select a product from the list of Current Products.
- Click Upsell/Replace to open the Upsell/Replace window.
- Click Edit. If opportunity items are listed on the window, Tab through the Product and Type fields (without deleting any designated opportunities) until the Product field is blank.
- Enter a Product code (select the Find icon to look up a product).
- Select the linked Type for the product you are designating as an opportunity item: Upsell, Cross-sell, or Replace.
- Click Save.
- Repeat this process for each additional opportunity item you are designating.