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Recurring order proposals

Every Monday this workflow finds the products a company buys almost every week but has not ordered yet this week, and puts them on a draft quote. A sales rep gets an action to review the quote and send it. It only runs for the companies you switch it on for.

To get the same proposal for one company at the moment you want, use the Recurring order proposal agent.

In short
Where you use itIn the background. The results show in the Action Hub and under Sales > Quotes
StartsBy itself, every Monday at 07:00
Changes in PropellerCreates draft quotes and actions
Uses AINo. The same order history always gives the same proposal
TextsEnglish and Dutch
Runs in n8nAbout 4 a month
DifficultyMedium. You make a company attribute and switch the companies on

What you get​

Per company a draft quote and an action "Recurring order proposal ready" that opens it. The action names the number of products, the week and the contact. The remarks on the quote say why each product is on it.

What you need​

  • An n8n account with the credential Propeller API key. See Set up n8n.
  • An API key with Owner access on Order Data and User management and Viewer access on Product Data.
  • Backoffice access and the Configuration role with Owner access, to make the attribute.

How it works​

For each company that is switched on, the workflow reads the orders of the last 13 weeks. A product is proposed when both are true:

  • the company bought it in at least 4 different weeks
  • the company bought it in at least half of the weeks in which it ordered at all

A product the company bought this week or in the last 3 days is left out. The quantity is the middle one of the weekly quantities. The quote is made for the contact who placed the latest order of the company.

Good to know

The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features. Test them in a test environment and check the results before you use them on real customers.

Install it​

Install a workflow from the library explains the steps in n8n.

  1. In Propeller, go to Admin > Attributes, click the Company tab and create an attribute with the name RECURRING_ORDER_PROPOSAL and the type Text. See Add your own fields with attributes.

  2. Open each company you want a weekly proposal for, click the Attributes tab and set the attribute to yes.

    Attributes tab of a company in the Backoffice, with the value of each attribute and an Edit button

  3. Import the file into n8n.

  4. Check that the twelve nodes that talk to Propeller use the credential Propeller API key.

  5. Open the Settings node and set the values of the table below.

  6. Set DRY_RUN to true and click Execute workflow. Nothing is created. The node Record Outcome shows per company the proposal or the reason there is none.

  7. Set DRY_RUN back to false.

  8. Click Publish.

From the next Monday you find a draft quote and an action for each company with something to propose.

Make it yours​

SettingDefaultWhat it does
PURCHASE_STATUSESNEW, CONFIRMED, VALIDATED, ARCHIVEDThe statuses that count as an order. See Fill in order status codes
CHANNEL_ID1The channel the quotes are created in. The number is in the Id column under Shops & Channels > Channels
ASSIGN_TO_ADMIN_USER_IDnullThe colleague who gets the actions. The number is in the Id column under Admin > Backoffice Users
QUOTE_STATUS'DRAFT_QUOTATION'The status the new quote gets. DRAFT_QUOTATION is the code of Draft Quote
LANGUAGE'EN'The language of the product names and the remarks on the quote: 'EN' or 'NL'

Limits​

  • A company that already got a proposal this week is skipped.
  • Products without a price for the customer stay off the quote. The action names them.