Overview:
This article explains how to use the Buy It Again feature in Sales Assistant to quickly add products that a customer has purchased previously. This feature helps streamline quote creation by allowing you to reuse historical purchasing data and add commonly ordered products to a quote.
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 navigation menu, go to Sales > Quotes.
Ensure the view is set to All Quotes - ANZ so that you can access the required quote.
To change the view, select the current view name and choose All Quotes - ANZ 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 record, select Sales Assistant from the command bar.
If Sales Assistant is not visible, select the ellipsis (...) icon to display additional commands.
You will be redirected to X4A Sales Assistant.
Select the Discover More tab.
From the drop-down menu in the upper-left corner, select Buy It Again.
A list of products previously purchased by the customer is displayed.
Review the available products and identify the items you want to add to the quote.
Adjust the product quantities as needed using the Plus (+) and Minus (-) icons.
Select Add to add the selected products to the quote.
Select Update Quote to save the changes and return to CRM.
The selected previously purchased products are added to the quote, and the updated quote is synchronized back to CRM for further review and processing.