---
title: "How to Use the Suggested Sales Order Module"
canonical: "https://resources.shelvz.com/space/KB/126484485/How%20to%20Use%20the%20Suggested%20Sales%20Order%20Module"
format: markdown
---
## **Suggested Sales Order Module**
### šÆ **Objective**
> Macro (excerpt)
>
> Optimize sales efficiency by leveraging unavailability data with recommended order quantity to generate accurate and timely suggested sales orders, thereby enhancing order fulfillment rates and customer satisfaction.
### šĀ **Instructions**
#### **Step 1: Enable the Module**
Ensure the **Suggested** **Sales** **Order** module is enabled in the **Access** **Rights**.
Next, provide access to admins and field repsā accounts to the module from **Access** **Rights** > **Groups.**
1. **Portal Level:** Enable for admins.
2. **Mobile App Level:** Enable for field reps.
#### **Step 2: Configure the Module**
1. Go to the **Merchandiser** tab, click on the **Suggested** **Sales** **Order** module in the left-hand menu to reveal the sub-menu, and click **Setup**.
2. To add manually:
- Click the + button.
- Use any relevant filters. *For example, use the store filter if expected quantity differs for a store.*
- Select the SKU.
- Fill in the expected quantity for the SKU. *This quantity will determine the SKUās replenishment.*
3. To Add/Update expected quantities for SKUs in bulk:
- Click the import Excel icon and select Add/Update.
- In the Excel sheet, fill in the expected quantities, ensuring to add the brand name along with the expected quantity.
- Upload the completed template to the portal.
#### **Step 3: Configure the Settings (Optional)**
In the menu under **Suggested** **Sales** **Order**, below **Setup**, you can also access the moduleās **Settings**:
- Enable ā**Required to fill all suggested quantities**ā to make it mandatory to fill in all suggested sales order requests for all SKUs marked with an expected value at the field repās level.
- Enable **āDetermine the suggested quantity based on the audit results and the expected quantity defined in the setup viewā** to automatically calculate the SKU quantity required based on audited information in the SKU Audit module. Field reps will no longer need to manually fill in the values. Instead, they will simply need to auto-generate the report and review the quantities, and - if needed- include a different requested quantity.
#### **Step 4: Configure the Mobile App**
#### **Step 5: Access the Report**
1. Access the data bank of the module under **Suggested** **Sales** **Order **> **Data** **Bank**.
2. Select the relevant filters to access the data, then click apply. Scrolling all the way to the right of the grid, the expected quantity and the requested quantity provided by the field rep can be seen.
- **Expected** **Value**: The value defined in Setup as the expected shelf quantity.
- **Requested** **Quantity**: Value input by the field rep at the mobile app level.
- **Suggested** **Quantity**: The difference between expected quantity and requested quantity; what should be ordered to meet the expected value.
## **Alerts**
### **šÆ Objective**
Ā Improving the sales process by ensuring that orders are both prompt and precisely aligned with customer needs.
### **šĀ Instructions**
#### **Step 1: Create your Alert**
1. Access the alerts section through the **Setup** tab, click on **Alerts **in the left-hand menu, and click **Settings.**
2. Click the settings icon next to the **Suggested** **Sales** **Order** **Summary** alert group.
3. Click the + button to add a new alert.
4. Name the alert and set up the frequency.
5. Generate the cron expression to match your preferences.
6. Click Save.
#### **Step 2: Set Up Recipients for the Alert**
1. Click the + button to add new recipients. Include their user if they have portal access, if not, include the recipientās email.
#### **Step 3: Set Up the Notification to be Sent Out to Recipients**
1. On the notification page, Click the + button.
2. Add the previously added recipient, group, tool, and settings.
3. Click Save.
