Suggestion Type?

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Joseph Donarummo

• January 09, 2020 15:44

What are the benefits of having more "suggestion types?" Right now, our suggestion types are pretty basic:

Power, Speaker Cable, General Associated Part, Signal Cable & Power Cable

I'm in the process of revamping our inventory methods and could use some guidance. Do the suggestion types do anything other than categorize inventory? What are the long/short term benefits to a more diverse layout? Thank you in advance!

 

 

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  Aaron Horn

  • January 10, 2020 21:11

  Hey Joseph,

  The benefit is not much if your suggestion lists are small.  I usually keep some generic named ones like "Suggestions $+" where it's just 1 tab of suggested items that will add pricing ($) and be placed as a child (+).  I usually let my needs drive the amount of suggestion types created.  If you have a large package where you need to select from "Monitors", "Screens", "Cable Packages", etc, then I might create those categories as suggestion types for labeling and grouping purposes.  That way the decision for the sales staff is organized across multiple tabs nice and clean.  But I wouldn't feel the need to make a ton of suggestions types before you need them.  That would be my recommendation.

  Aaron Horn
  Consultant (Flex Endorsed)
  aaronjhorn@gmail.com
  615.335.1225

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