Sales Assistance - invoice and order settings

This feature is only available from Sage 200cloud Professional Summer 2018 version onwards.

When you enter a full sales order, you can add other items that the customer might be interested in buying.

  • Use Suggested items to see items that are specific to the customer. These include the customer's preferred items (you can think of these as 'favourites'), and items that the customer has recently ordered and frequently ordered.
  • Use Cross-selling items to see items that are often sold together with an item you've added to the order. For example, if you sell a printer, you might want to show print cartridges or cables for that printer.

Find this screen

Open: Sales Order Processing > SOP Utilities > System Set Up > SOP Settings | Sales Assistance

Open: Sales Order Processing > SOP Utilities > System Set Up > View SOP Settings | Sales Assistance.

Frequently ordered items

Use this to see items that your customer orders regularly from you as Suggested Items.

  1. Select Use frequently ordered items.
  2. Choose the default settings to use when showing frequently ordered items.

    You can specify how items are counted as frequently ordered. You can choose to only include items within a particular date range (up to 365 days), and when they've been ordered a minimum number of times. For example, you could show items in the last 30 days that have been ordered at least 2 times.

    These settings are just the defaults, so they can be changed when you enter a sales order and view Suggested Items.

  3. When this option is enabled, the Frequently Ordered Stock Items option will be displayed when you enter a full sales order and view Suggested Items.

Recently ordered items

Use this to see items that your customer orders regularly from you as Suggested Items.

  1. Select Use recently ordered items.
  2. You can specify how items are counted as recently ordered, by selecting a particular date range (up to 365 days). For example, you could show items ordered in the last 30 days.

    This setting is just the default, so it can be changed when you enter a sales order and view Suggested Items.

  3. When this option is enabled, the Recently Ordered Stock Items option will be displayed when you enter a full sales order and view Suggested Items.

Preferred items

Use this to see preferred items that have been set for this customer in Suggested Items. You can think of preferred items as 'favourites' for a customer.

  1. Select Use preferred items.
  2. When this option is enabled, the Customer's Preferred Stock Items option will be displayed when you enter a full sales order and view Suggested Items.

Tip: To set preferred items for a customer, you can select Set as Preferred item when adding an item to an order, or use Stock Control > Stock Records > Customer Preferred Items.

Cross-selling items

Use this if you want to add cross-selling items to a sales order. Cross-selling items are complimentary items which are often sold together with another stock item. For example, if you sell a printer, you might want to show print cartridges or cables for that printer.

Tip: You might want to set up your cross-selling items first, before you enable this option. Once you've finished setting up all your cross-selling items for your stock items, you can enable this option to start using cross-selling.

Open: Sales Order Processing > SOP Utilities > System Set Up > SOP Settings.

  1. Move to the Sales Assistance tab.
  2. Select Allow users to select items for cross-selling.
  3. When this option is enabled, a Save and Cross-sell button will be available when you enter a full sales order and add a standard stock item.

Note: To add cross-selling items for a stock item, amend the stock item and use the Cross-selling tab. See Cross-selling stock items.