Managing recommended items in a quote

Depending on the items that a customer requests in a quote, a Field Sales Representative may recommend additional items in the quote.

For example, if a customer requests a quote for a vacuum cleaner, the Field Sales Representative may recommend a package of vacuum cleaner bags as a recommended item.

Recommended items are configured for pricing information only; that is, the pricing for these recommended items is displayed, but is not included in the calculated total cost for the quote. However, if the customer decides to purchase the recommended item, the recommended line item is changed to a regular line item, the cost of the item is included in the calculated total cost of the quote, and, depending on pricing rules that may be applied, repricing of the quote may occur. If additional discounts are applied to the order, an error will be thrown indicating the quote will need to be reworked.

For example, the calculated total cost for a quote that contains the following line items is $500.00, which is the cost of only the vacuum cleaner, and does not include the cost of the recommended line item:

• Line item: One Vacuum Cleaner at $500.00 each
• Recommended line item: One package of Vacuum Cleaner Bags at $25.00 per bag

The customer decides to accept the quote for one Vacuum Cleaner at $500.00. However, before a sales order is created for this quote, the customer decides to also purchase one package of Vacuum Cleaner Bags, resulting in the Field Sales Representative changing the recommended line item to a regular line item. The Pricing Engine is called to determine if there are any pricing changes as a result of adding the package of Vacuum Cleaner Bags to the quote.

• If the quote does not trigger any additional pricing rules, the quote is repriced as expected. That is, the cost of the package of Vacuum Cleaner Bags is included in the calculated total cost for the updated quote, which is $525.00 (one Vacuum Cleaner at $500.00 and one package of Vacuum Cleaner Bags at $25.00 per bag).
• If the quote triggers a pricing rule that causes a price change to the quote, an error will be thrown indicating that the quote will need to be reworked. For example, if a pricing rule, Buy One Vacuum Cleaner and Get One Package of Vacuum Cleaner Bags Free, is applied to the quote, an error will be thrown because the automatic discount of $25.00 for the free package of Vacuum Cleaner Bags causes a price change of -$25.00 in the quote. When the Field Sales Representative reworks the quote, the calculated total cost of the reworked quote that is presented to the customer is $500.00.