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Recommended Items

OVERVIEW

What are they?

Recommended Item rules enable you to associate parts and models with products based on user-configured values. The items recommended may be models or parts.

If the recommended item is mandatory, then the user must buy the selected model with the recommended item. There is no way to delete the item association in the Commerce Process and buy the selected model without the recommended item.

If the item is not mandatory, then the user can opt to not buy the recommended item.

How do they work?

A Recommended Item rule also has a condition and an action. The values of the attribute(s) selected as the condition attribute(s) determine the result of the condition, which when true triggers an action to show the recommended items models and/or parts selected.

There is a site option to allow the display of the price of the recommended items on the model configuration page. Also, the comment for the rule can be a simple comment or can be specified through an advanced rule.

ClosedRecommended Items Pricing

You can define prices for your recommended items, other than the base price of parts or models. When you define prices for the recommended items in your Recommended Items Rules page, this price is given the highest precedence over the other prices defined (in the Price Book and/or the base price). If you do not define any recommended item advanced pricing rules, the system looks for the prices defined in the Price Book and displays this price to the user. In case the Price Book is turned off, the system displays the base price for the part or model to the user.

When several rules recommending the same item are fired at the same time, then the recommended item price is picked up from the rule that is last in the order. The quantity of the recommended item is decided by adding the quantities that each of the rules provide. This is not true if the option to not sum is turned on.

If you define the recommended items advanced pricing, then the price of the item is given by the price specified in the rule. If you do not specify price in your rule:


ADMINISTRATION

ClosedCreating a Recommended Item Rule

  1. ClosedNavigate to the Recommended Items: Rules List page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Catalog Definition in the Products section.

      The Supported Products page appears.

    3. In the Navigation drop-down menu, choose Recommended Items and click List.

      The Recommended Items: Rules List page appears.

  2. Enter the Properties of the rule.
  3. Select your Condition Type.
  4. Choose to apply the rule to either Configuration, Selection or both. Configuration is the default selection.
  5. Select Mandatory, if the recommended items are required and should display as read-only.
  6. Type any Comments that you would like to display with the Recommended Items.
  7. Choose the Action type: 
  8. Add the Part or Model and the Quantity of each that you would like to recommend when the condition is met. In this case, it is a part. Click Add.

  9. Click Update and Back to save the rule and return to the Recommended Item Rules page.

ClosedSum Recommended Item Quantities

An option, Sum Recommended Items Quantities, is available in Configuration Settings.

By default this is set to yes.

For example, let's say that you are using a Recommended Item rule to go through all of your indices of an array set:

1 000S1 1
2 000P1 4
3 000S1 6

In this case, lines one and three, which have the same part number, would roll into one quantity.

If this is set to no, the quantities for the same item that is recommended by different rules will not be summed, and these items will appear as separate line items in the commerce document.

Quantities are still summed if the same item is recommended multiple times by the same rule or by different rules with the same variable name.

For more information, see Configuration Settings.


ClosedUnderstanding the Configuration XML <selected> tag within Pipeline Viewer

The XML <selected> tag in Configuration XML within the Pipeline Viewer shows admins if items in the Recommended Parts section of the current Configuration have been selected by the sales user.

ClosedSelected

If a part has been selected, the tag will be marked “true”.

ClosedNot selected

If a part has not been selected, the tag will be marked “false”.


NOTES

RELATED TOPICS

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