Suggested items for customers

How to

Add suggested items to sales orders or quotations

1. Select Suggested Items to view stock items that the customer might be interested in buying.

   Note: Suggested items aren't available if you've selected the cash account for sales orders, or the prospect account for quotations.

2. The list of suggested items can show items that are frequently ordered, recently ordered, or are preferred items for the customer.

   • You can filter the list to show frequent, recent, and preferred items. The Source column shows where the item comes from.
   • Items may be included in the list more than once; for example, if an item is a preferred item, and has also been ordered recently.
   • The Frequency shows the number of times the item has been ordered, not the total quantity ordered.
   • The Last Sales Date shows the document date of the most recent sales order that was entered for this item. Note that you may have entered older sales orders with a more recent document date.

3. To add a suggested item, select the item and click Add.

   Note: You can add an item more than once, for example if you want to add items located in different warehouses.

4. Enter the details for the item.

   1. Select a Warehouse, if it is blank.

      You can change the warehouse if required.

   2. Enter a Quantity for the item.

   3. The selling unit, price and discount information are displayed once you enter the quantity and warehouse.

      You can change the Selling Unit, Unit Price or Discount percentage, if you have appropriate permissions.

5. Once you've finished adding items, click Save.

Show frequently ordered items

Frequently ordered items will be displayed for this customer, using the default settings.

• You can choose to only include items within a particular date range, 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.

• To hide frequently ordered items from the list, disable Show frequent.
• After you change any settings, click Display to refresh the list.

Show recently ordered items

Recently ordered items will be displayed for this customer, using the default settings.

• You can choose to show items ordered in a particular date range. For example, you could show items ordered in the last 30 days.

• To hide recently ordered items from the list, disable Show recent.
• After you change any settings, click Display to refresh the list.

Show preferred items

Any items that have been set as preferred items for this customer will be displayed. You can think of preferred items as 'favourites' for a customer.

• To hide preferred items from the list, disable Show preferred.
• After you change any settings, click Display to refresh the list.

Report on preferred items

Use the Customer Preferred Items report to view preferred items for each customer account.

Open: Stock Control > Reports > Catalogue > Customer Preferred Items.

Show items by product group

• To show items in a particular product group, use Filter by Product Group to choose the group. Click Display to refresh the list.
• To show all product groups again, click Reset.

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Useful info

Why use suggested items?

Suggested items can help you speed up entering a sales order or quotation, as you can quickly add items that the customer has previously bought from you.

When you enter a full sales order or quotation, select Suggested items to see items that are specific to the customer.

Suggested items include:

• The customer's preferred items (you can think of these as 'favourites').
• Items that the customer has recently ordered.
• Items that the customer has frequently ordered, for example you can see items they've ordered at least 3 times in the last 6 months.

Enable frequently ordered items for customers

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

Open: Settings > Invoicing and Sales Orders > Invoice and Order Settings.

1. Move to the Sales Assistance tab.
2. Select Use frequently ordered items.

3. 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 view Suggested Items.

4. When this option is enabled, the Frequently Ordered Stock Items option will be displayed when you view Suggested Items.

Enable recently ordered items for customers

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

Open: Settings > Invoicing and Sales Orders > Invoice and Order Settings.

1. Move to the Sales Assistance tab.
2. Select Use recently ordered items.

3. 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 view Suggested Items.

4. When this option is enabled, the Recently Ordered Stock Items option will be displayed when you view Suggested Items.

Enable preferred items for customers

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.

Open: Settings > Invoicing and Sales Orders > Invoice and Order Settings.

1. Move to the Sales Assistance tab.
2. Select Use preferred items.
3. When this option is enabled, the Customer's Preferred Stock Items option will be displayed when you view Suggested Items.

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

Set up preferred items

You can set preferred items for a customer, so you can find these quickly when you enter an order or quotation.

To set up a list of preferred items for a customer:

Open: Stock Control > Stock records > Customer Preferred Items.

1. Select the customer account.
2. To add a preferred item, select a blank space in the Preferred Stock Items list.
3. To delete a preferred item, select the item and click Remove item.

To add an individual preferred item for a customer, when you enter a sales order or quotation:

Open: Sales Orders > Sales Orders > Enter New Order.

Open: Sales Orders > Quotations > New Quote.

1. Select Add Items, and add a Standard item.
2. Select Set as Preferred to add this to the preferred items list for this customer.