Overview:
This article explains how to use the Product Replacement feature in Sales Assistant to identify and add alternative products when a requested item is out of stock. Using this feature helps you quickly find suitable substitute products and update the quote accordingly.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In the CRM’s left navigation menu, go to Sales > Quotes.
Ensure the view is set to All Quotes EMEA so all available quotes are displayed.
To change the view, select the current view name and choose All Quotes EMEA from the drop-down list.
Locate the required quote using one of the following methods:
Use the Filter by option in a column header.
Use the Filter by keyword search bar.
Open the quote by selecting the quote name.
On the quote page, click Sales Assistant in the command bar.
If Sales Assistant is not visible, select the ellipsis (...) icon to view additional commands.
You will be redirected to X4A Sales Assistant.
Select the Attach tab.
From the drop-down menu, choose Similar/Substitutes.
Review the suggested replacement products.
Use the available filters to narrow the results and identify the most suitable alternative products.
Adjust the quantity of the replacement products by selecting the Plus (+) or Minus (-) icons.
Select Add to include the replacement products in the quote.
Click Update Quote to save the changes and return to CRM.3
The selected replacement products are added to the quote, and the updated quote is available in CRM for further review or processing.