DynamicAccounting.netYou, Me, and Dynamics GP

2014-07-07 · 2014

Weekly Dynamic: Let GP 2013 R2 Suggest Sales Items

Tips & Hidden FeaturesSales, Purchasing & InventoryGP 2013

Archived post from 2014. Dynamics GP and the links it points to have changed since; check current documentation before relying on version-specific steps.

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GP 2013 brought the ability to suggest related items. If you’re selling computers you can suggest a warranty, or cables, or a case. Whatever. GP 2013 R2 takes this to the next level with both a suggested sales script (eh) and the ability to analyze and previous sales to help figure out what items should be suggested.

In GP 2013 R2, open up an Item in Item Cards and hit the Suggest Items button. Then hit the Analyze button on the ribbon. You can change the dates and items to search for to limit what GP looks for.  GP will suggest items to be used as suggested items. I think this is the piece that this feature was missing at release.

 

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