Advanced Item substitutions and up-sell/cross sell capabilities

  • 23 July 2020
  • 4 replies

Userlevel 3
  • Acumatica Chief Product Officer
  • 39 replies

Acumatica is working on expanding this area of the product and we are looking for customers whom are interested in working with us and piloting such functionality in their environment.  The goal is to include advanced capabilities that go well beyond simple predefined set of substitutions and upsell/cross sell possibilities for a given item.  We are looking to incorporate smart substitutions based on substitution history, cost considerations, inventory levels, user selections in prior order entry/checkout sessions, using ML technologies.

If you are interested, please post here and one of our team members will get in touch with you to discuss this further.

4 replies



We have a customer which is interested.

You can reach me at


We are interested in working with Acumatica on Smart Substitutions, Up-Sale, and Cross-Sell features.  Please contact us.  Alaska Indoor Sports Distributing.  Doug McBride. 802-226-7142.  

We have a solution already available Upsell and Alternate items.

If this is something that you would like to see please reach out to Gary at Biz-Tech Services. 

Userlevel 3
Badge +1

Hi @Ali Jani 

Will the Acumatica solution work for eCommerce (sync to ecomm site) and directly through the Sales Order screen?  Will the Acumatica solution provide automatic substitutions based on configured criteria or will users need to make a selection?

Example:  Item A arrives in the Sales Order screen via EDI or eCommerce site and is out of stock.  Substitution for Item A is configured to fill with Item B until out then Item C until out, etc.  

Thank you.


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