Customer Item Alternates

If a customer has indicated that he would like to receive an alternate item when a specific item is no longer avialable, or if the company likes to suggest certain items as a default substiture for an item, it is possible ti set up Customer Item Alternates.

This functionality ensures that rules can be set up to provide only substitute items for specific customers, allow the sale of the current item as well as the substitues or to prohibit the sale of an item to a customer outright.

If, on the sales order, an item is entered that has a substitute, the system will display a message. The format of the message differs with the setup:

• The original item is allowed and substitutes have been defined.
  the system shows a message "Item X has Alternate Items for Customer Y that you can use instead". selecting OK shows the list of available substitues. "OK" selects the substitute item, "Cancel" selects the originally entered item.

• The original item is not allowed and substitutes have been defined.
  the system shows a warning "Customer Y is set up to use Item X in place of Item Z". Selecting "OK" replaces the original item on the sales line with the substitute.

• The original item is not allowed and no substitutes have been defined.
  the system throws an error "Item X is not allowed for Customer Y". the user needs to refresh the page to continue.

See also

Setting up Customer-Item Altermates