Inventory and Order Management: Automated Suggestions for Cross-Sell Items

Note:
This feature is available as part of the Modern UI, which we are rolling out in stages in 2026. Some Modern UI features are available for limited testing in demo instances in 2025.2.1. Do not turn on Modern UI in production environments.

Ready to boost your cross-selling? In MYOB Acumatica 2025.2.1, the new Cross-Sell Assistant automatically generates cross-selling suggestions for stock and non-stock items. By analyzing your historical data, this ML-based tool creates relevant suggestions—saving you time by reducing the manual entry of cross-sell items.

Attention:
This functionality is available only if the Related Item Assistant feature is enabled on the Enable/Disable Features (CS100000) form.

Data-Driven Cross-Selling Starts Here

Adding cross-selling items to a large number of products takes time, manual effort, and market expertise.

Suppose that your company sells bicycles and cycling accessories. When a customer buys a new bike, it's a perfect opportunity to recommend complementary gear—such as a handlebar bag, water bottle, cyclist wallet, biking goggles, or sunglasses. These add-ons enhance the riding experience, but your team still has to manually manage relationships like these across a growing catalog. The task of managing cross-sell opportunities becomes increasingly challenging as product lines expand—leading to missed opportunities.

That’s where the Cross-Sell Assistant comes in—helping you show useful pairings with just a few clicks.

Set-and-Forget Configuration

You need to configure the generation process only once—after that, it runs on a schedule, saving you time and effort. (You can also run it manually at any time.)

To manage this process, you can:

  • Check the progress of suggestion generation
  • Analyze performance by using both MYOB Acumatica logs and messages from the cloud service and model
  • Specify the frequency of generation
  • Configure the notifications that the system sends when it generates suggestions

Read on to learn how to get the process started.

Specify Basic Generation Settings

You specify the initial settings of automated cross-selling suggestions (Item 1 below) on the new Machine Learning tab of the Sales Orders Preferences (SO101000) form.

In the Cross-Sell Assistant Settings section, you do the following:

  • In the Data Period for Analysis box, specify the time range for the database records used in analysis and generation. Use a shorter period if your set of items changes frequently. Select one of the following options:
    • 3 Months
    • 6 Months
    • 1 Year (default)
    • 1.5 Years
    • 2 Years
  • In the Min. Relevance Score (%) box, specify the minimum score of relevance for items that the system suggests as cross-sells. You can specify any value from 50 to 100.

    The ML model calculates the relevance score based on several factors, such as the frequency of joint sales of items. Setting the relevance score too high may lead to a small number of suggestions. Setting the relevance score too low may bring suggestions that are weak.

  • In the Max. Number of Suggestions box, specify the maximum number of ML-generated suggestions the system can add to the Related Items tab of the Stock Items (IN202500) and Non-Stock Items (IN202000) forms after each generation.
  • You can also select the Add Relations as Active check box to make the system do the following:
    • Remove all suggestions of related items created during the previous suggestion generation. The system does not remove related items that were manually added on the Related Items tabs of the Stock Items and Non-Stock Items forms.
    • Make new suggestions immediately active on the Related Items tabs of the Stock Items and Non-Stock Items forms.

Additionally, you can specify the following settings on this form:

  • In the Generated Suggestion Notification box (Item 2), select the notification the system will send as soon as it generates suggestions.
  • If you need to exclude the items in any item class from the generation, add this class to the Excluded Item Classes table (Item 3).
  • If you need to exclude the AR transactions generated by an order type from the set of records used to generate cross-sell suggestions, add an order type to the Excluded Order Types table (Item 4).

Figure 1. Basic generation settings


Refine Generation Settings

For greater precision in the generation of cross-selling suggestions, you can refine generation for any item class. These settings affect all items in the selected class. You do this on the Machine Learning tab of the Item Classes (IN201000) form, which is shown below.

In the Cross-Sell Assistant Settings section, you do the following:

  • Preferred Item Classes: Select whether the system will suggest items of the same class, other classes, or any class as the cross-sell item.
  • Price of Suggested Items: Select whether the system will suggest items with lower prices only or items with any price.
Figure 2. Additional generation settings


You can also adjust these settings at the item level on the Related Items tab of the Stock Items (IN202500) and Non-Stock Items (IN202000) forms.

Start the First Generation

To generate cross-sell suggestions, you click Process (see Item 1 below) on the new Generate Cross-Selling Suggestions (ML504000) form. The system analyzes stock and non-stock items, along with sales documents that include them. Based on selling patterns, the system creates cross-selling suggestions.

You can monitor the process stage in the Progress box (Item 2). Also, the system displays informational messages with the number of steps in the process (Item 3).

Figure 3. The Generate Cross-Selling Suggestions form


You can use the Frequency box (Item 4) to schedule weekly or monthly automatic generation or keep it manual by selecting the On Demand option.

Keep Tabs on the Process

To help you maintain the process, we’ve added two generic inquiries to support monitoring and troubleshooting. These inquiries aren’t visible to non-administrative users in searches or workspaces; they can be opened only from the Generic Inquiry (SM208000) form:

  • IN-CrossSellWithML: Lists the AR transactions used in the generation of suggestions.

    You can use this generic inquiry to filter the data that’s sent to the model. On the Conditions tab of the Generic Inquiry form, modify the conditions to include or exclude certain transactions. This filtering may come in handy, for instance, if you want to exclude a customer whose purchasing behavior shouldn’t influence suggestion results.

  • IN-RelatedItemFeedback: Records user feedback. Each time a user approves or deletes a suggestion, information about it appears in this generic inquiry.
Important:
Avoid modifying these generic inquiries beyond the suggestion noted above. Modifications could cause errors to appear when users run the generation of suggestions. If needed, restore the generic inquiries to their original state.

Manage Cross-Selling Suggestions

When the system completes the generation of cross-selling suggestions, you accept or delete them on the new Manage Cross-Selling Suggestions (IN503500) form. Suggestions also appear on the Related Items tab of the Stock Items (IN202500) and Non-Stock Items (IN202000) forms.

Attention:
Matrix items are treated the same as regular stock or non-stock items during cross-sell suggestion generation.

You can approve or delete any number of suggestions by selecting the appropriate option in the Action box (shown below). To process only particular suggestions, you can select the unlabeled check box for each suggestion (also shown below) and click Process on the form toolbar. Alternatively, you can process all suggestions at once by clicking Process All. If you approve or delete a suggestion, the system will not show it on this form after the next generation. The ML model reduces the score of the deleted suggestions.

Figure 4. Approval of suggestions


When you approve a cross-sell suggestion, the system selects the Accepted ML Suggestion and Active check boxes for the cross-sell item on the Stock Items or Non-Stock Items form. You can also approve or delete suggestions directly on these forms. If you have selected the Add Relations as Active check box on the Machine Learning tab of the Sales Orders Preferences (SO101000), you do not need to perform manual approval because the system selects the Active check box automatically. You approve the suggestions only to send positive feedback to the ML model.

View All Non-Deleted Suggestions

When you approve a suggestion on the Manage Cross-Selling Suggestions (IN503500) form, the system removes it from the list. If you need to review all suggestions—including approved ones—you can find them all on the new Cross-Selling Suggestions (IN409500) form, which is shown below.

Figure 5. The new inquiry form


Highlights of the Cross-Sell Assistant

  • Smarter Cross-Selling: Harness the power of the AI-based Cross-Sell Assistant, which generates relevant cross-selling suggestions for stock and non-stock items and improves upon its recommendations.
  • Tailored Generation Rules: Configure cross-sell generation rules to meet your specifications.
  • Precision-Level Control: Refine generation settings at the item class or individual item level.
  • Easy Automation: Set up the generation process once—and then automate the generation process with built-in scheduling options.
  • Mass Approval: Review and approve suggestions individually or through mass processing.