Minimum Version Required: 25.01
Pre-Conditions
OrderIQ is configured for the customer account
Steps
To understand why a product may or may not appear in OrderIQ suggestions:
1. Product must meet these criteria:
Product Status = Active
Product Type has SalesReportDefault = 1
Product Type has TrackInventory = 1
Product Type has a ProductPickTypeID assigned
2. Customer/Product history requirements:
The customer must have purchased the product within the last 2 years
The purchase must be authorized (NotAuthorized = 0)
CustomerHistory Status must not be 0
3. If using SuggestedOrderLimitations:
Check if specific products, product types, or product type codes are configured
Limitations can include or exclude products from suggestions
Fields And Definitions
CustomerHistory.LastDate: Date of most recent purchase - must be within 2 years
CustomerHistory.Status: Active history status (non-zero)
CustomerHistory.NotAuthorized: Product authorization for customer (0 = authorized)
ProductTypes.SalesReportDefault: Indicates product should appear on sales reports
ProductTypes.TrackInventory: Product inventory is tracked by the system
Best Practices
If a product should receive suggestions but doesn't appear, first verify the product meets all eligibility criteria
Check the customer's purchase history for that product
New products without purchase history will not receive AI suggestions until they have historical data
To exclude specific products from OrderIQ, use SuggestedOrderLimitations rather than deactivating the product