Usage of Product Recommendation in Quotes

Owned by Ondřej Tesař
Sept 12, 2024
2 min read

Prerequites

Before the end users can start using Product Recommendations in their quotes, it is necessary to do the following:

  1. Deploy the Product Recommendation Accelerator. This step is done in PlatformManager, see Deployment (Optimization - Product Recommendation).

  2. Define a new Product Recommendation Model to reflect company specific pricing strategy and priorities. See Define Product Recommendation Model.

  3. Link the new model with quotes. This is done in Advanced Configuration Options, see Link Product Recommendation Model with Quotes.

In Quoting

After the package is installed and set up, the end users can start using Recommended Items when creating their quotes.

  1. Create a new quote and add an item.

  2. After adding an item click Add Recommended Items to view recommendations that come from the Product Recommendation model (set up by an admin).

Recommended Items are sorted in descending order based on their recommendation score. Category Name tells you the type of Product Recommendation (Frequently purchased, Bought together, Others buy, Similar products, Similar from another brand, Up-sell, Down-sell) for each recommendation.

Screenshot 2024-01-15 at 15.10.38.png
Recommended items along with the recommendation score

 

Communicating Recommendations to Individual Quotes

Recommendations are stored in an individual model table, one for each category. When a quote is created in the Quoting module, users can work with “Recommended Products”. The API handles the communication between Quote and Product Recommendation model.

Data sent from the Quote to the Model evaluation are Customer ID, used for customer and segment specific recommendations, and Product ID, used as a key for product based recommendations. Product ID is also used to filter products out of recommendations, if they are already present in the quote.

Line Item Recommendations

It is also possible to configure Quoting to get recommendations at an item level and be able to add or replace a selected item by a recommended product: