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Procedure documentationCreating Up-/Down-Selling Rules Locate this document in the navigation structure

 

Up-/down-selling rules define which products are offered under which conditions instead of other products. Up-selling and down-selling rules are based on the relationships between different products. The ranking value for the products determines whether they are proposed as up-selling or as down-selling products.

Prerequisites

  • To create product association rules for specific target groups or marketing profiles, you have first created a target group or profile. This target group or profile must have the usage type Product Proposal. In the case of target groups, such a group may also be imported from an external system.

  • You have defined a method schema that determines the procedure by which the results of the different product proposals are to be determined. You can find more information about this in the IMG by choosing   Customer Relationship Management   Marketing   Product Proposals   Create Method Schema  .

Procedure

To create an association rule for up-/down-selling proceed as follows:

  1. Choose   Up-/Down-Selling Rule   New  .

  2. Specify whether the rule is to be global, specific to a target group, or to a profile. Enter the target group or profile as necessary.

  3. Enter the products for which this rule should apply.

  4. Enter a ranking value for the alternative products within the rule.

    You can have the ranking value of products determined automatically. You do this by choosing   Customer Relationship Management   Marketing   Product Proposals   Define Procedure for Creating a Ranking Value   in the IMG.

    If you add a product to an existing rule and have the ranking value for this product determined automatically, the ranking value for all other products in the rule is recalculated: all manually entered values are then overwritten. The same applies if you delete any of the products. As soon as you choose Enter, the ranking value for all products is recalculated.

  5. Save your data.