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Home/Docs/Procurement/Frequently ordered item suggestions
REFERENCE · Last reviewed

Frequently ordered item suggestions

On a saved purchase order, the Get Frequently Ordered Items action can return a shortlist of recent items for the same partner account and branch. The standard widget presents each candidate with Accept and Dismiss. Accept pre-fills the order's Quick Add panel with the item, default SKU and quantity 1; it does not persist a line until the user completes the add/save flow.

No screenshot is used here because demo2 has no verified populated suggestion result inside the default 30-day window. An empty or invented panel would not teach the implemented behavior.

What is ranked

The service looks at purchase orders for the same partner account and branch whose Created Date Time falls inside the lookback window. It groups their purchase-order lines by item and ranks by line occurrences (Count()), not by distinct purchase orders.

Parameters

ParameterMeaningDefault
DurationLookback window, in days, over order creation dates.30 days

What each suggestion returns

The top five items, each with:

FieldMeaning
ItemThe item's name and label.
Default SKUThe item's default SKU, ready to place on the line.
Order countHow many matching purchase-order lines contain the item — the current field name is historical; this is the ranking key.
Total quantityThe summed ordered quantity across those lines.

Behavior notes

  • An empty result means no purchase orders exist for this partner and branch inside the window — widen the duration or just build the order manually.
  • Ranking uses line occurrence, not distinct-document count or quantity. Two lines for the same item on one order count as two occurrences.
  • Accept fills Quick Add with quantity 1; review and commit that line through the normal order UI. Dismiss hides the suggestion locally.

Common questions

Why don't I see an item we buy all the time?

Either it was bought under a different partner or branch, the order's creation date falls outside the window, or five items have more matching line occurrences. The list is strictly the top five groups returned by the service.

Can the window be changed?

Yes — the duration is a parameter of the suggestion (default 30 days). How it is exposed depends on the screen invoking it; the ranking logic is the same at any window length.