Envision Cloud User Guide

Product Recommendations

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Product Recommendations

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Product Recommendations

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The Product Recommendations tab is available in the Preferred edition of the Envision program. You can upgrade your account on the Account Subscription page.

 

Retail items can be input on this screen to be recommended when this service is performed.

 

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servicerecord_product_recommendations

 

Select the "Add New" button to open a popup window to allow a product to be added. You may edit an item in this list by selecting the pencil, or remove an item by selecting the red remove symbol.

 

Add New / Edit Screen

 

service_product_recommendation_window

Choose the product from the drop down selection box. Optionally, you may enter a discount for the item and any notes that you would like to show. These notes show when the service is brought into the Sales Register.

 

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