When the products your customers order are not available, use the Product Relationships window to suggest substitute products. If you can substitute a product similar to the requested product, the customer will not have to wait for a backorder or procurement.
You can also use the Product Relationships window to suggest other products typically needed when the requested item is ordered. For example, if you are selling an air conditioner, your customer often also needs a thermostat.
Depending on your control maintenance settings, the system may automatically display this window with a list of all available substitute and add-on products, including upgrades, when you enter a product. You cannot substitute products that are being procured or those that are tagged to transactions.
Note: Users must be assigned the SOE.SOURCING authorization key to review substitute or related product lists.
When you add substitute or related products, any comments attached to the products are also copied to the order.
You cannot substitute products that are being procured or those that are tagged to transactions. You also cannot substitute a product if a partial quantity of that product has already shipped on another order generation.
To add a substitute or related product:
Create or open a sales order and display the order's Body tab.
Select a line item for which substitutes or related items are available. When a product has available substitutes or add-ons, the word "Substitutes" displays in red on the Status bar.
From the Line Item menu, select Substitutes to display the Product Relationships window. If substitute or add-on products exist, they will display in the Suggested Items area. The type of product (substitute or related), suggested quantity, available amount, status, and unit price are also shown.
Select a substitute or related product and click Add Item to Order to add it to the Selected Items area.
In the Selected Items area, edit the following fields, as needed:
|
Field |
Description |
|
Type |
Use this field if you want to change the substitution type for the product for this order. Otherwise, the substitution type assigned in Product Maintenance displays here. Note: Authorized
users can set up valid substitution types using the |
|
Order Quantity |
Use this field to specify the quantity of the substitute or related product to add to the current order. Note: Substitutes replace one product with another, while related products may involve different quantities. |
|
Unit Price |
Use this field if you want to change the selling price per unit. Otherwise, the default unit price displays here. |
Save your changes and exit the window. The substitute or related item is added to the order.
More options for adding substitute and related products
You also might use the following options when adding substitute and related products:
|
To... |
Use this option... |
|
view any notes attached to a substitute or related product |
Select the product and then select Edit > View Notes. |
|
add all suggested or related products |
Select Edit > Add All Items to Order. |
|
add only certain types of products |
Select Edit > Add Items by Type. In the Select Types to Add window, enter one or more types to add, or press F10 for a list of choices. Click OK when finished. |
|
quickly access related inquiries |
Select an inquiry from the Inquiries menu. |
See Also: