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Cooler Cleanse

Sales rep steps for Cooler Cleanse: view Likely to Sell product suggestions in Encompass Mobile Invoice Edit, ranked by peer group 13-week sales and buyer %. Needs Setting 3243 on and Likely to Sell widget; v26.06+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 26.06

Pre-Conditions

System Settings, Setting 3243 = True.

If using iPad in iPad mode

  • Select Edit button from Invoice Edit

  • Add Likely to Sell widget

If using iPad in Phone mode

  • Select any Product name in Invoice Edit

  • Select Edit button from Product Detail

  • Add Likely to Sell widget

Steps

Viewing Likely to Sell Products in Encompass Mobile

1. Sales reps begin within Invoice Edit and open the menu and select 'Add Product'

2. Products are sequenced by Likely to Sell in rank order

Fields And Definitions

Peer Groups and Peer Products can be referenced for the table structure

The Encompass logic suggests products based on the following criteria:

  • Groups together customers based on

  • Similar product-buying groups

  • On/Off Premise

  • Distribution Area/Warehouse Location

Then recommends product gaps in those Product-buying groups by ranking on

  • Last 13 week sales

  • Buyer %

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