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Function documentationProduct Proposals in Sales Transactions

 

This function enables you to display product proposals in quotations and sales orders. This allows you to offer your customers products that they may be interested in, while you enter quotations and sales orders. You can thereby boost the sale of certain products, and extend your scope in sales negotiations, since these product proposals factor in special knowledge about the respective customer.

Integration

This function is integrated with the Product Proposals function in CRM Marketing. In CRM Marketing, you define the top n lists or product association rules for cross-selling, up-selling, or down-selling. For more information, see Product Proposals.

Prerequisites

Customizing

  • You have set up the product proposals in sales transactions in Customizing for SAP CRM under Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Settings for Sales Transactions Next navigation step Product Proposals in Quotations and Orders End of the navigation path.

  • If you use ERP sales documents in SAP CRM, you have set up the product proposals for ERP sales documents in SAP CRM in Customizing for SAP CRM under Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Settings for ERP Transactions Maintained via CRM Next navigation step Product Proposals End of the navigation path. For more information about ERP sales documents in SAP CRM, see Entry of ERP Sales Documents in SAP CRM.

Application

In CRM Marketing, you have created product association rules for cross-selling, up-selling, and down-selling. For more information, see Product Association Rules.

You have defined top n lists.

You have defined the accessories in the product master data.

Features

When you create or change quotations and sales orders, product proposals appear in one of the following ways:

  • As item proposals in the Items assignment block. This applies to item proposals that are based on previous sales orders, or that come from listings. For more information, see Item Proposals in Sales Transactions.

  • As product proposals in a dedicated assignment block, Product Proposal. This applies to the following types of product proposal:

    • Product proposals based on marketing projects (campaigns or trade promotions)

      You can select the marketing projects for the business partner using a popup, or immediately display all products from the current campaigns or trade promotions.

      Note Note

      These product proposals are not supported in CRM Web Channel.

      End of the note.

    • Top n product lists

    • Cross-selling

    • Up-selling

    • Down-selling

    • Accessories

    For more information, see Product Proposals.

Display of Product Proposals in the Transaction

You can determine how the system displays product proposals (automatically or on request) in Customizing as follows:

  • For CRM sales transactions, you make the setting in Customizing for SAP CRM under Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Settings for Sales Transactions Next navigation step Product Proposals in Quotations and Orders Next navigation step Method Schemas for Product Proposals Next navigation step Assign Method Schema to Transaction Type End of the navigation path.

  • For ERP sales documents in SAP CRM, you make the setting in Customizing for SAP CRM under Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Settings for ERP Transactions Maintained via CRM Next navigation step Product Proposals Next navigation step Assign Method Schema to ERP Transaction Type End of the navigation path.

From the product proposal list, you can select individual products, and transfer them to the item list.

The system displays the product proposals for the current items. If you change the header data (sold-to party and sales area) or the item list when you process the sales transaction, then the product proposals change as well (depending on your settings in Customizing).

In the Product Proposal assignment block, you can show and hide individual product proposal types. For example, you can display just the accessories for a product. You can use the All button to switch the filter off again, and display all of the product proposal types.

Availability Check for Product Proposals

You can perform an availability check for product proposals, for which the system uses the requested delivery date at header level.

Pricing for Product Proposals

You can display the associated prices for the product proposals. The following options are available for pricing:

  • The prices are transferred from a price list.

    In this case, the displayed price corresponds to the price for each base unit, which is delivered from the price list. The system carries out comprehensive pricing only when the product is transferred to the sales order. This means that the price displayed with the product proposal can differ from the final price. For more information, see Price Lists.

  • Determination of the current price using the Pricing Engine. Campaign determination is also included with this.

More Information

Product Proposals in CRM Web Channel