In Winner, users can select suggested accessories which are linked to an article using linked codes with the Sales assistant tool, which allows users to select optional extras in the Quotation window. This feature is useful for upselling, and users can also access metadata such as PDF documents JPG images and web links, which can be displayed on a second screen for the customer.
At Alternative level:
- Click the Calculator icon:
- In the Quotation window, click the Sales assistant drop-down menu, located at the bottom centre right of the window, and select Linked codes overview.
- In the Linked codes - overview window, users can:
- Expand item groups by clicking the associated drop-down menu for example, Furniture.
- Under an expanded item group, users can see the articles included in their quotation and their Position number.
- Alongside the articles, users can see all the linked Optional extra codes associated with that particular article. Users are able add optional extras by clicking the tick boxes and using the drop-down menus to select an amount.
- Users can click an image to open a Preview window, which can be moved to a second screen and maximised to show the customer.
- Expand item groups by clicking the associated drop-down menu for example, Furniture.
- Once the customer has made their selections, click OK.
Selected optional extras will be added automatically to the quotation.
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