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Process

  1. On the Quote Detail page, the user clicks on Add Recommended Products. This button is visible only when the Product Recommendation is switched on by the configuration.

  2. The system calls the Model Evaluation method once for the first each category in the list. For each call of Evaluation:

    1. The system will pass to the Evaluation also the Evaluation will find the proper products for the given Category and return them back.

    2. The Evaluation can also further filter the calculated product list by the Product Filter, which was created by the Quote Product Picker Filter Logic. This filter will be available there is provided to the Evaluation logic via input.productFilter.

  3. The

    Evaluation will find the proper products for the given Category and further filtered by the ProductFilter and return them back.

  4. The system calls the Model Evaluation repetitively again for the next categories.

  5. The user interface will present the user a list of products from all categories to choose from.

Configuration

Configuration of the Product Recommendation feature for Quotes is stored in Advanced Configuration Option quoteProductRecommendationsConfig.

This property stores the link to the model with Product Recommendation data.

Example of Product Recommendation configuration in Advanced Configuration Option quoteProductRecommendationsConfig:

Expand
titleUsing Product Recommendation v.1 Model
Code Block
languagejson
themeMidnight
linenumbersfalse
{
 "recommendationsEnabled": true,
 "modelName": "ProductRecModelName",
 "evaluationName": "ProductRecommendation_Eval",
 "elementName": "ProductRecommendation",
 "allowDuplicates": false,
 "categories": [
  {
   "categoryName": "customer",
   "defaultMaxResults": 20,
   "enabled": true
  },
  {
   "categoryName": "productHistory",
   "defaultMaxResults": 20,
   "enabled": true
  },
  {
  "categoryName": "customerSegment",
  "defaultMaxResults": 30,
  "enabled": true
  }
 ]
}
Expand
titleUsing Product Recommendation v.2 Model
Code Block
languagejson
themeMidnight
linenumbersfalse
{
 "recommendationsEnabled": true,
 "modelName": "ProductRecModelName",
 "evaluationName": "ProductRecommendation_Eval",
 "elementName": "ProductRecommendation",
 "allowDuplicates": false,
 "categories": [
   {
   "categoryName": "frequentlyPurchased",
   "defaultMaxResults": 30,
   "enabled": true
 },
   {
   "categoryName": "boughtTogether",
   "defaultMaxResults": 30,
   "enabled": true
 },
   {
   "categoryName": "othersBuy",
   "defaultMaxResults": 30,
   "enabled": true
 },
   {
   "categoryName": "upSell",
   "defaultMaxResults": 30,
   "enabled": true
 },
   {
   "categoryName": "downSell",
   "defaultMaxResults": 30,
   "enabled": true
   },
   {
   "categoryName": "similarProducts",
   "defaultMaxResults": 30,
   "enabled": true
 },
   {
   "categoryName": "similarBrand",
   "defaultMaxResults": 30,
   "enabled": true
   }
 ]
}

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