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AccountMate’s Upsell
Management module brings
greater profitability to the
sales order process.
Software
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AccountMate 7 for SQL or Express Maintain a List of Accessory Items per Inventory Item
Define what accessory or complementary items may be sold along with a particular inventory
item. This allows you to boost sales of slower moving products by “piggy-backing” them on faster
moving inventory. Even assign items that have specification as upsell items for other inventory items,
such as up selling off-road bicycle accessories when a mountain bike is ordered.
Ease in Processing Upsell Item Sales
View a list of upsell items for each line item as they are being entered into a sales order or
invoice. The system will show the prices for each upsell item and the corresponding inventory
quantities to facilitate the sales process. Simply enter the order quantities for the upsell items
that the customer selects and the system will automatically add the upsell items to the original
items ordered.
Up Selling by Item Specification
The option is available to set up an upsell item list that applies to all assigned specifications of
an item (i.e. accessories for all bicycles) or set them up separately per item specification. The
option that best suits the products and the customers’ buying patterns can be selected.
![]() Upsell Item Selection Window in Transactions
Track Commissionable Upsell Item Sales
Items sold through the upsell process are flagged accordingly on orders and invoices. This
information is especially helpful if your company wants to calculate a separate commission on
upsell item sales.
Build Upsell Item Sales Scripts
Special instructions or sales scripts can be set up for salespeople to follow when up selling each item.
These instructions or scripts can be entered in a notepad when setting up upsell item records and are
available when the upsell item list is viewed.
Integration with Sales Order, Accounts Receivable, Inventory Control and Inventory Specification Modules
Other Features
Upsell Item Listing report cross-references upsell items and
inventory items.
AccountMate Software Corporation © 2009 AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, system requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or Authorized AccountMate Solution Provider for current information. |
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