Overview:
This article explains how to use the Product Replacement feature in Sales Assistant to find and add suitable alternative products when a customer's requested item is out of stock. The feature helps you quickly identify replacement options and update the quote with the selected substitute products.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(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 quote view is set to All Quotes - ANZ so you can access the required quote.
To change the view, select the current view name and choose All Quotes from the drop-down list.
Locate the quote using one of the following options:
Use Filter By in a column header.
Use the Filter by keyword search bar.
On the quote record, select Sales Assistant from the command bar.
If Sales Assistant is not visible, select the ellipsis (...) menu to display additional options.
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.