Setting up sales alerts

In the beverage industry, it is common practice to sell products pro-actively. When talking with a customer, you might want to notify your customer for:

• New or seasonal products
• Available Promotions
• Possible Discounts
• Cross-selling (if you buy gin, do you also need tonic?)
• Upselling (if a product with a low margin is ordered, recommend for a similar product with higher margin)

With the Aptean Beverage Advanced Sales Management extension, you can setup and steer the notifications that the sales order operator sees on the screen while doing the order intake, thereby optimizing the sales with your customers.

1. Select the Search icon , enter Items, and then choose the related link.
2. Open the card of the item for which you want to set the notification.
3. On the Advanced Sales Management FastTab, you can execute the Notify as and Notify for actions.
4. When you choose these actions, the Sales Notification page opens. Fill in the fields as necessary. Hover over a field to read a short description.

There is no additional setup necessary for showing discounts and promotions alerts.

See also

The Fast Order Entry Page