IFS.ai Copilot for Sales Quotation
IFS.ai Copilot for Sales Quotation provides efficient and accurate ordering capabilities with streamlining the
ordering process for sales coordinators. Correct this one as well as mentioned above
The following features are considered:
- Summary of Rejected Sales Quotation Reasons: Quickly access the top reasons for Sales
Quotation Rejections.
- Top Competitor Products: Identify most selling competitor products against the given Sales
Part.
- Sales Parts with highest winning rate: Highlights Sales Parts which had the highest number
of won Sales Quotations.
- Sales Parts related to ongoing Customer Campaigns: Suggests items from ongoing
campaigns that are relevant to the customer.
- Complementary Parts: Recommends additional items that complement the Sales Part from Sales
Quotation line.
Where can I find it?
IFS.ai Copilot in Sales Quotation is automatically activated when you open the IFS Cloud
Copilot on the Sales Quotation page. It does not appear for the Sales
Quotations, page as it supports for enhancing the ordering capabilities and formless interactions.
This is the solution name. But you have to use with the functional term IFS.ai copilot in sales quotation. Also
better to mention it does not appear for the sales quotations page as it support for enhancing the ordering
capabilities and formless interactions.
Predefined page prompts
The Sales Quotation page includes predefined prompts to guide users regarding the sales of parts. These prompts
are not part of the IFS.ai Copilot itself but are integrated with the Sales Quotation
page.
-
Top 5 Sales Quotation Rejection Reasons by Site (Site No) and Customer (Customer No)–
Highlights top 5 reasons which caused to mark Sales Quotation lines as “lost” at the selected Sales
Quotation’s Sites and Customers.
- Top 5 Sales Quotation Rejection Reasons by Site (Site No) – Highlights top 5
reasons which caused to mark Sales Quotation lines as “lost” in the selected Sales
Quotation’s Site across all Customers
-
Top 5 Competitor Products for Selected Sales Part (Sales Part No) by Site (Site No) and Customer
(Customer No) – Provides top 5 most frequent competitor products that lead to lost quotation
lines of the selected Sales Part’s Site and Customer.
- Top 5 Competitor Products for Selected Sales Part (Sales Part No) by Site (Site No) -
Provides top 5 most frequent competitor products that lead to lost quotation lines of the selected Sales
Part’s Site across all Customers.
-
Top 5 Sales Parts with the highest win rate by site (Site No) and (Customer No) Customer-
Provides the top 5 Sales Parts which has the highest number of won Sales Quotation lines against the Sales
Quotation lines made for the part for the Site and the Customer of the selected Sales Quotation.
- Top 5 Sales Parts with the highest win rate by site (Site No) - Provides the top 5
Sales Parts which has the highest number of won Sales Quotation lines against the Sales Quotation lines made
for the part for the Site of the selected Sales Quotation, across all Customers
-
Top 5 selling complementary parts for selected Sales Part for (Site No) Site and (Customer's No)
Customer - Provides list of the best-selling other parts ordered together with the selected Sales
Parts in the same Sales Quotations for specified Customer and Site
- Top 5 selling complementary parts for selected Sales Part for (Site No) Site -
Provides list of the best-selling other parts ordered together with the selected Sales Parts in the same
Sales Quotations for specified Site across all Customers
- Top 5 Sales Parts under ongoing Sales Campaigns for the (Customer's No) Customer–
Provides the Sales Parts that are in active Sales campaigns with campaign ID , that are valid for the specific
customer and all sites.
Formless Interaction
Below prompts has been integrated with formless interactions, so that the user can add given items into Customer
Orders from the Co-Pilot itself. When asked to add into the selected Customer Order, specify the Sales Part and the
quantity. Formless interactions execute actions only on the selected sales quotation. Copilot will not add Sales
Parts to other quotations that are not selected.
Below prompts are enabled for formless interaction:
-
Top 5 Sales Parts with the highest win rate by site (Site No) and (Customer No) Customer
- Top 5 Sales Parts with the highest win rate by site (Site No)
-
Top 5 selling complementary parts for selected Sales Part for (Site No) Site and (Customer's No)
Customer
- Top 5 selling complementary parts for selected Sales Part for (Site No) Site
- Top 5 Sales Parts under ongoing Sales Campaigns for the (Customer's No) Customer
When asked to add into the selected Sales Quotation, specify the Sales Part and the quantity. For all these
prompts, only the user's accessible site information will be considered.
Formless interactions operate strictly within the context of the currently selected Sales
Quotation. Any actions (such as adding Sales Parts) will be performed only for the quotation that is selected . In
contrast, non-formless interactions (for example, prompts that retrieve insights or display analytical data) can
reference and display information from multiple Sales Quotations across sites and customers, depending on access
avaliablity the user has. This design ensures that transactional updates remain context-safe, while analytical
queries can utilize broader data access for improved insight generation.
Example: “Show top 5 competitor products for Sales Part P-1001 at Site S-02 for Customer
C-045”