Recommended Quantity
Recommended quantities can be used to help users meet their sales goals and aid in the negotiation process. For each product on an order, users can quickly view and apply a recommended quantity unique to the account.
Who can use this feature?
- iPad Users
- Users do not require an additional license
- End Users, Order Admins
Configuring Recommended Quantity for
Order Admins
To configure this feature:
- Ensure Configuring Order Management is complete.
- Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
product_information__v
CRED
n/a
- recommended_quantity__v
- recommended_quantity_reason__v
Edit
order_line__v
CRED
All
- recommended_quantity__v
- recommended_quantity_reason__v
- recommended_quantity_used__v
Edit
- Grant view permission to the product_information_v tab.
- Add the recommended_quantity__v and recommended_quantity_reason__v fields to the product_information__v layout.
End Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
product_information__v
R
n/a
- recommended_quantity__v
- recommended_quantity_reason__v
Read
order_line__v
CRED
All
- recommended_quantity__v
- recommended_quantity_reason__v
- recommended_quantity_used__v
Edit
- Add the recommended_quantity__v field to the order_line__v layout.
- Add the recommended_quantity_reason__v and recommended_quantity_used__v fields to the order_line__v layout (optional).
- Enable the appropriate VMOCs for product_information__v.
Setting Recommended Quantity as
Order Admins
Recommended Quantity can be set by entering a value in the recommended_quantity__v field on Product Information. Recommended Quantity Reason can be set by entering a value the the recommended_quantity_reason__v field on Product Information.
Recommended quantities can be generated using a company’s preferred analytics solution.
When Fixed Units of Measure is enabled, ensure the recommended quantity is a multiple of the quantity per case.
Recommended Quantity is not supported for Bundle Packs or Product Kit Items.
Using Recommended Quantity as
End User
Recommended quantity display on each order line when available. The user can select the Accept link in the recommended quantity column to accept the recommended quantity for the product. When the user accepts a recommended quantity, the recommended_quantity_used__v field is checked.
The user can still edit the quantity field after they have accepted a recommended quantity. The recommended_quantity_used__v field remains checked.
When a user copies an order, the accepted recommended quantity is not automatically applied.
