Name: Creating Quotes for Recommended Products in SAP Sales Cloud
Uploaded: 2023-9-12
Duration: 430 s
Description: This video demonstrates how to Create Quotes for Recommended Products in SAP Sales Cloud.

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<div><div><div><div><p>This video demonstrates how to Create Quotes for Recommended Products in SAP Sales Cloud.</p></div></div></div></div>

Creating Quotes for Recommended Products in SAP Sales Cloud

This is a demonstration to create quotes for recommended products. As an administrator for the Mountain Bike product, I'll show the cross up-down selling features by offering recommendations to other products while also proposing better products. I'll show how to test these features when the product displays in a quote. Let's begin. At the top right of the page, I'll click on the profile icon. I'm currently logged in as the administrator, admin01. I'll add a product first. On the left side of the page, I click on the Products Work Center and select Product Lists. Currently, there are no existing product lists. I'm going to add a new product list by clicking on the plus icon. On the right of the Type field, I click on the downward arrow. I see all of the existing product types. I'll select cross up down selling. I'll enter recommended products in the description field. The product list will be valid from today's date until unlimited, meaning no expiration date. The product list will be valid for all accounts added to the list. At the bottom of the page I click on save and open. Here I see proposed products and proposed product categories. These tables are used to recommend and make changes for certain accounts required. I'll click on the accounts facet. I'll click on the Add button to add the Pedal House. I'll enter a few characters of the account name. I'll select the account name from the list and click the Add button. Note, in my example, selecting the Pedal House means that the product recommendations will only apply to this account. However, this product list can easily be applied to multiple accounts or all accounts. The next step is to add required products to this account. I'll click on the Required Products facet. I'll click the Add button to add one of our mountain bikes. In this example, I'll enter ID number A-0014 and select the full suspension 230 inch man's mountain bike. Now anytime this product is added to a quote for this account, I can recommend other products. Next, I'll click on the proposed products facet. To accompany the mountain bike, I can offer other products. In this example, I'll enter water and select water bottle cage. I'll leave the type as cross-selling so the water bottle cage will be recommended with the mountain bike. Next, I'll add another example of recommending a better bike than the mountain bike that's currently in the quote. I'll show an example of upselling, meaning I'll recommend a better bike than the existing one in the quote. I'll click the Add button. In the product field, I'll enter ID number A-0015 and select the 26-inch Men's 7-Speed Dolomite Fat Tire Bike. I'll select upselling in the type field. I'll click add. Notice at the top of the page the status shows in preparation. To use the proposed products at the top right of the page, I'll click on actions and then select activate. Next, I'll click save. Notice that the status now shows as active and ready to use. Now I'll click on the profile icon and sign out as the administrator. Next, I'll sign in as a sales representative. I'll perform a test by attempting to cross-sell and upsell a mountain bike. I'll first create a quote by clicking on the plus sign icon. As a note, I can either create a quote from an existing opportunity or a lead that I've been working with. However, for our example, I'll simply create the quote by clicking on Sales Quote. Here, Sales Quote is pre-populated as the document type. In the account field, I'll enter Pedal House. I'll enter a description to make it easy for my search. I'll enter quote with recommendations. Next, I'll click on the downward arrow at the bottom of the page. I'll select save and open. Next, I'll need to ensure that the required product shows in order to select the recommendations and cross-sell products. I'll select the products facet. In the product field, I'll enter the ID A-0014 and select the full suspension 230 inch man's mountain bike. I'll leave the quantity field as 1 and click add. At the top of the page, I'm receiving an edit that a list price must be entered. Note, pricing automatically populates in the price field from a maintained internal price list. For this demonstration, I'll manually enter a price. Next, I'll scroll down to see the recommended products from Cross Selling Table. Shown here is the water bottle cage that's recommended. On the right, below Action, I can click on the plus icon to add it to the sales quote for the customer or prospect. If you recall, I added the cross-sell product while logged in as an administrator. I'll add the recommended water bottle case to the quote, which now appears in the products list. I'll manually add a price. Next, I'll check to see if I can upsell the mountain bike. In the products table, I'll scroll to the right of the mountain bike product. Under action, I'll hover my mouse over this icon which displays up down selling products. I'll click on this icon. I see one recommended product as an upsell. If you recall, I added this upsell product as an administrator. I'll click on the product to highlight the row. I'll click on the replace button to add the product. Here, I'll manually enter a price and click save. I have completed demonstrating the cross-selling and upselling features for the mountain bike product. I'll click save to see the successful results.