Item Substitutes
There may be times when you are out of a particular item. This is known as a "stock-out". Rather than lose the sale, you can set up a substitute for that item. Go to More, Substitute.
Accessing substitution information for an item.
To create a new substitute, click the "Add" button on the bottom left.
Adding a new substitution.
Then, select the item you want to have as a substitute and click "Continue".
Selecting and continuing the process of setting up a substitution.
A dialog box appears, asking if you want this substitution to be reciprocated. That means each item is a substitute for the other.
Substitution reciprocation dialog
A checkbox indicates if this a reciprocated substitution.
Reciprocated checkbox indicates whether or not the substitution exists on the listed item.
To navigate to a substituted item, click the left carat icon.
Navigate to the detail view of the listed substitution item.
To delete a substitution, click the x icon. If the item is reciprocated, then you'll be asked if you want to delete the substitution for both of these reciprocated items.
Removes an item from substitution options.
Deleting the substitution link does not delete the other item from item list.
The process is the exact same for Upsells.
The advantage of having a Substitute and Upsell data is during the sales process. On an Estimate Order or a Sales Order you have the option of selecting a substitute item or an upsell item.
Sales Order sku selection indicates if substitutions and upsells are available for an item.
Last modified 1yr ago