Defining Substitute Products for Customers

The products displayed on the Customer/Vendor Specific Part Numbers screen are the primary products listed for the customer, but you create a list of substitute products for each primary product listed. When you select a substitute item from the list, the line item on the Customer/Vendor Specific Part Numbers screen updates to reflect the new primary item and the former primary item becomes one of the valid substitute products.

Customer specific substitute items are available when entering orders for that customer. You can also create product-specific substitutes in Product Maintenance.

To define substitute products for a customer:

Display the Customer/Vendor Specific Part Numbers screen.
Select the primary product for which to create substitutes.
Use the Subs hot key, and enter a list of products that can substitute for the primary product.
Press Esc to save the list and return to the Customer/Vendor Specific Part numbers screen.
Select the product to substitute for the primary product.

The product selected on the Customer/Vendor Specific Part Numbers window changes places with the substitute product in the list. You can change the primary product back at any time.

Press Esc to save your changes and exit the screen.