New sales-related Coleman AI widgets

Item Recommender context applications that recommend upsell and cross-sell products are now available in Sales Order Entry and Sales Customer Pricing Inquiry. You can use the context applications to offer similar and related products to your customers, contributing to increased customer satisfaction and increased sales.

Both widgets use an open source algorithm, Implicit Recommender, to recommend related products that were previously purchased by other similar customers. The algorithm is processed by quests within Infor Coleman AI Platform. These quests are AI models in which machine learning occurs. Each context application uses a unique quest, but both use historical sales order line data from the Infor Data Lake.

When you specify a product in Sales Order Entry or Sales Customer Pricing Inquiry, each context application calls the related quest using an API endpoint to retrieve ranked product recommendations in real time. For the upsell widget, the recommended products are similar to the specified product. The recommended products are not necessarily higher-priced products, but are instead alternate products to provide customers with purchasing options. For the cross-sell widget, the recommended products are products that other similar customers have purchased in addition to the specified product.

By default, the context applications display the product number only. Optionally, you can activate an API flow to also display the product description and price. The recommended products that are displayed in the context applications are informational only. If the customer agrees to purchase an upsell or cross-sell product, you must manually add the product to the sales order.