Use Product Recommendations in Quoting

The prerequisites for users to start using Product Recommendations in their quotes include deploying the Product Recommendation Accelerator, defining a new Product Recommendation Model, and linking the model with Quoting. Once set up, users can add recommended items when creating quotes.

The recommended items are sorted in descending order based on their recommendation score and are displayed with their category name, indicating the type of recommendation (e.g., frequently purchased, bought together, similar products). This allows you to easily identify and select recommended items when creating quotes.

You can communicate recommendations to individual quotes through the API. The API handles the communication between the quote and the Product Recommendation model, allowing you to work with recommended products when creating quotes.

How To

  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

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:

LEARN MORE: Check out more technical information, here.

You can check out the complete documentation for the Product Recommendations Package, here.