Product recommendations

Admin

This section is intended for administrators.

Note

Product recommendations unlock machine-learning style upsell prompts during order capture and related planning screens. You control how aggressively relationships are rebuilt, what historical order window is considered, and ancillary behaviour such as Salesforce calendar sync for visit agendas-so adjust these values when your data science or operations team signs off on the trade-offs.

• Enable product recommendations - scheduled job that recalculates product-to-product relationships ahead of order capture.
• Maximum product relationships - cap on how many relationships are stored per catalogue item to bound run time and storage.
• Volume forecast - Volume forecast source precedence orders the baseline feeds; Default volume forecast period sets the grid periodicity users see.
• Rate of Sale - horizon in days for activated orders, ceiling on predicted product count per order, and minimum quantity threshold before a sub-unit prediction is offered.
• Event sync - when enabled, aligns Salesforce calendar visits with the Agenda Builder so mobile and web views stay consistent.
• Calculate accruals - automatically computes accruals for qualifying promotion lines when account plans and forecasts are in play.
• Custom logos - up to twenty-five brand assets for splash and navigation chrome. Icons should be web-accessible PNGs on transparent backgrounds and follow the dimensional hints in each field tooltip.
• Custom theme - up to twenty-five colour tokens (primary and secondary hex values) applied across login, navigation chrome, headers, and primary controls once published.
• Org distance unit - pick Imperial, Metric, or follow the active user’s locale when showing travel or radius hints.