Advanced Item substitutions and up-sell/cross sell capabilities

  • 23 July 2020
  • 7 replies

Userlevel 4
  • Acumatica Chief Product Officer
  • 50 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.

7 replies



We have a customer which is interested.

You can reach me at


Userlevel 4

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.  

Userlevel 3

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 4
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.

Userlevel 7
Badge +1


This past week we had fantastic conversations with customers who can benefit from this feature. Both provided a detailed description of their sales processesand helped us shape the future of the solution. 

Nice use of ML technologies.


I built a Related products engine on our website using Attributes where products of different item classes with the same attributes and values were related to each other.

But have not had this put in to MYOB ( Acumatica) so utilising this when talking about different inventory to offer customers with suggested alternate's would be amazing.  


We would be interested to assist as we frequently do upselling and substitutions in our engineering spare parts industry


Userlevel 3
Badge +1

My company is interested in smart substitution.

For item A. It has subitem S1 and S2 for different customers. 

The customer allowed we send A.S2 to them if  S1 is out of stock.

Substitution/up sell is really need for most company.



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