When selling products, you may want your salespeople to also upsell or cross-sell additional products. We will go through setting this up in Dynamics 365.
To do this, open a product and go to Product Relationships. For example, below I have a Sony TV:
The Product Relationships window opens. Note the options:
- Up-sell
- Cross-sell
- Accessory
- Substitute
First, we will select Up-sell and select a product:
Note the direction:
- Uni-directional. This applies in one direction, i.e. if buying a Sony TV, upsell to Sony 60 but not the other way around
- Bi-directional. This applies in both directions, i.e. if buying a Sony 60, upsell to Sony TV and vice versa
Publish the changes. Add the products to a price list.
Now, create a quote. Enter Sony TV as a product:
Note the suggestions link:
Note the suggestions to cross-sell, accessory, up-sell and substitute:
Select “Pick” next to the amount of the SONY 60 line to add the line to the quote:
Select Suggestions for ths product and you will see there is no up-sell as it is uni directional.
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Hi Carl, thank you for the interesting article.
Did you ever try to customize the categories? It seems it is not possible either via standard admin tools nor via coding.
Up-sell
Cross-sell
Accessory
Substitute
I would like to add or replace one of the categories with a category called “services”.
Best regards
Oli