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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:

  1. From Orders, select Manage inventory> Manage products to open the Manage products window.
  2. Select a product from the list of Current Products.
  3. Click Upsell/Replace to open the Upsell/Replace window.
  4. 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.
  5. Enter a Product code (select the Find icon to look up a product).
  6. Select the linked Type for the product you are designating as an opportunity item: Upsell, Cross-sell, or Replace.
  7. Click Save.
  8. Repeat this process for each additional opportunity item you are designating.

See Also

Designating Upsell, Cross-sell, and Replacement Items for Products

Upsell/Replace window

To edit, replace, or delete a product's opportunity items

To designate opportunity items for kits


ASI logo 10.6 Production Release. Updated 1/23/2006 2:53:54 PM
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