Suggestions and Suggestion Types

• Overview
• Adding Suggestions to an Inventory Item
• Choosing Suggestions on a Quote
• Removing Suggestions from an Inventory Item
• Suggestion Types Overview
• Creating a New Suggestion Type
• Applying a Suggestion Type to a Suggested Item
• Removing a Suggestion Type from a Suggested Item
• Deleting a Suggestion Type

Overview

Adding suggestions to an inventory item will allow you to conveniently add related items when you place the item into a Quote. For example, if you place a rental iPad into a Quote, you can configure Flex to automatically suggest cables and other accessories that often accompany an iPad. This makes the Quote building process much easier and intuitive.

Adding Suggestions to an Inventory Item

1. Open the inventory item that you want to add suggestions to.
2. Click on the Suggestions tab on the inventory information page.
3. Drag the items that you want want to add as suggestions from the inventory tree into the suggestions area.

Now, whenever you place the item into a Quote, the suggestions window will appear with the items that you added.

Choosing Suggestions on a Quote

If an item has suggestions assigned to it, the suggestions window will open when you add the item to a Quote. Notice that the availability of each suggested item is shown in the column on the left.

Check the box next to the items that you want to add. The quantity will automatically calculate based on the amount of the original item that you placed on the Quote, but you can also manually adjust the quantity by clicking and typing the new quantity.

You can also change the Relationship Type and Included In Price options. The Relationship Type will determine how the suggested item is added to the Quote (as next sibling, as a child to the item, or using the default sort mode), and the Included In Price check box will determine whether the suggested item is included in the price or not. Both of these options can default to certain settings by using Suggestion Types. See the Suggestion Types Overview section below for more information.

Click ACCEPT to add all checked items to the Quote.

Removing Suggestions from an Inventory Item

1. Open the item that you want to remove suggestions from.
2. Click the Suggestions tab.
3. Click the check box next to the item that you want to remove as a suggestion.
4. Click Remove Selected Items. (Changes are automatically saved.)

Suggestion Types Overview

Suggestion types can be applied to each suggested item. For example, you might want a suggestion type that makes the suggested item not required, included in the price, and will be added as a child item to the main item.

Or you could create a suggestion type that makes the suggested item required, not included in the price, and be added as the next sibling to the main item.

Creating a New Suggestion Type

1. On the Inventory menu, click Suggestion Types.
2. Click New Suggestion Type in the Workbench Menu.
3. Enter applicable information
   • Name: The name of the suggestion type (Cables, Lenses, Package Options, etc.).
   • Code: For tracking within your Flex system (optional).
   • Note: This note will appear in the notes field of a line item on a Quote when the suggestion type is used for the line item.
   • Included in Price: Determines whether the suggested item is included in the price of the parent item or not.
   • Association Type: How the suggested item will appear on a Quote in relation to the parent item (as a child, as the next line item/sibling, or using the default sort method).
   • Required: Determines whether or not the suggested item is required to be chosen. For example, a lens might be a required suggestions for a projector.
4. Click ADD.

Applying a Suggestion Type to a Suggested Item

1. Click the Suggestions tab of an inventory item.
2. Click the pencil icon of the line item that you want to apply a suggestion type to.
3. Check the box next to the suggestion type that you want to apply to the item.
4. Click UPDATE.

Removing a Suggestion Type from a Suggested Item

1. Click the pencil icon of the line item that you want to remove a suggestion type from.
2. Uncheck the box next to the suggestion type that you want to remove from the item.
3. Click UPDATE.

Deleting a Suggestion Type

1. On the Inventory menu, click Suggestion Types.
2. Double-click the suggestion type that you want to delete.
3. Click Delete Suggestion Type in the Workbench Menu.