Process of Adding Recommended Products to Quote

On the Quote detail page, you can add recommended products by using Add Items › Add Recommended Items button.

This will fetch the list of recommended products from product recommendation model .

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1. The user clicks Add Recommended Items

2. Based on configuration found in advanced property quoteProductRecommendationsConfig, the system finds the product recommendation model and calls its evaluation logic several times (once for each category)

3. The model evaluation logic will find and return the recommended products in the specific category for the quote customer and based on the products, which are already on the quote. The list of recommended products is pre-calculated in the product recommendation model found in optimization module.

4. The system will present the user the list of recommended products

5. The user selects, which products to add to the quote

6. The system will add those products to the quote (including processing of those new lines using the quote logic in 2 executions - to generate the input fields definitions and then calculate the results)

7. The user can see the newly added items on the quote.