Tagging items in invoices

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Hi,

I admit that I am not very familiar with Nav, so I appreciate any help that anyone can provide.

I manage a sales team where part of our job is to upsell items, and we enter the orders into Nav. I've been given the task to determine how much money we make from the upsells. Is there a way to 'tag' an item in line item entry to show that it was an 'upsell'? I don't want it to interfere with anything related to our finance department, and it has to be something we can easily report on in the future.

What are my options?

Thanks so much for your help.

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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On the item card you have Item category code and product group code which you can use to categorize them.

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Hi,

Thanks for your reply!

I should have been more clear with my question.

When inputting a phone order, our representatives recommend additional items to the customer to see if the customer is interested or not. It could be any item in the system. If the customer wants the item, we add it to the order.

I need the ability to track which recommended items have been successfully added to orders. I need a way for the representative to 'tag' the recommended item after they've put it in an invoice so that I can report on it later.

Thanks.

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RobertasR 5,004 on at

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Hi Mike,

upselling items is not what NAV does well, and there is nothing in the standard to 'tag' item as recommended or see recommended items when selling.

One of the workarounds you could use is using specific Dimension Code (for example, SALES TYPE with one of the values being RECOMMENDED). Then for any recommended item on the sales order you could put the Dimension Code 'Recommended' which will make it pretty straightforward to report with any reporting tool. Of course, the dimension is a bit 'finance related'.

The other way is to utilize 'Purchasing Code'. If you create a Purchasing Code RECOMMEND that is neither drop-ship or special order (both boxes un-ticked) and add add this purchasing code to each line that was sold as recommended, this code goes into the Item Ledger Entry and can be reported on with any reporting tool.

Hope that helps.

Robertas

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4BzSoftware 6,073 on at

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Hi Mike Jones,

It needs to be customized here. In my opinion, we can approach as Item Substitutions:

1. There is a place to define Main Item and its Upsell Items.

2. On Sales Line Detail factbox, display number of Upsell Items available when user inputs Main Item.

3. Check mark Upsell Items for report purpose if they are added to the Sales Document.

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Not available in standard, but you could customize by adding a boolean on the item card and on the sales line to mark them and then modify the posting routine to pass that value to the ledger entries.

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