Substitute a product on an order

SubstitutesAlternatives that are commonly used when existing stock of the requested product runs out. Up to 5 substitutions may be specified. Substitutes are configured on Product Master>Substitutes tab. are useful when stock runs low on a particular product that is easily replaced by a similar alternative.

1. Create a new Sales Order as described in Create a sales order.

2. Click the Detail tab along the left side of the page, and add products as described in Create a sales order.

   Make sure the product has substitutions available.

   

3. Click the Substitutes tab.
4. Review the available products, and then to accept a substitution, click Select beside it.

The selected item replaces the original item on the order.