When the products your customers order are not available, use the Product Relationships program to suggest substitute or related 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 Product Relationships 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 with a list of all available substitute and related products, including upgrades, when you enter a product. You cannot substitute products that are being procured or those that are tagged to transactions.
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.
For complete information on how to use Product Relationships, see Substitutes, Required, and Related Items Overview.
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