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Version 5.0. Cross sales and sales statistics is available in version 5 and later. From version 5.1 it is possible to add color options. |
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Cross sales, part options (color) and sales statistics is a licensed add on module. |
Overview
Cross sales function allows to add purchaseable parts to presenatations and presentations in specified locations or presentations with certain specifications. It also enables sales statistics, which is based on sales and only configure, see Technical documentation - Configuring up-sales/cross sales/top sales.
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Part options function is a special type of part relation and is used to present alternative parts for a part. Such alternative parts may be useful of a specific part has several alternative parts that provide the exact same function and can be substituted. An example is a part colored in red. Optional parts may then be the same part colored in green, blue, black, white. Parts displayed in the parts options control are all parts defined in the Manager which are sellable or belongs to a valid kit which is sellable. A part is sellable if sellable flag is true or null, and providers (if any) return that part is available.
The options are presented on parts and part rows.
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Adding part relations in Manager
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Note that the license file need to contain cross sales license for function to show in Manager. Cross sales is a licensed add on module. |
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All part relations can be accessed, reviewed and edited in the part relation group storage.
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Adding cross sale parts
Cross sale parts can be added at the following places:
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Open the part relation wizard with the context menu. A dialog similar to the below will display.
Select tab Cross sales.
Use the add button to select all cross sale parts for the location.
Select the scope for where the cross sale part is to be displayed by checking one or several of the options. All options must match the location for the cross sale parts to display.
There are two or three options for each presentation type. Which option to select will depend on how the data looks like, but only select one option for each presentation type.
Adding part options
Part options can only be displayed on parts.
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Open the part relation wizard with the context menu.
Option A - Select tab Part options with regex and selected parts
Add a regex which matches the parts which are compatible. E.g. parts with the same number but with a suffix for the color can define a group. It can look like this 1234567-XXX where XXX is a color code.
Use the add button to select any additional parts which are compatible.
Select how to identify the part group, based in partnumber, identity or persistent identity.
Option B - Select tabPart options with selected parts.
Use the add button to select all parts which are compatible.
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