Defining & Using Substitute Items on Sales Orders

The Substitute feature lets you define alternate items that can replace an item when it is unavailable or out of stock. Substitutes are managed from the Item File and can be selected directly from a Sales Order. This helps users quickly offer alternative options without manually re-entering line-item details.

• Open the Item File and select the item that needs one or more Substitute Items assigned.
• Click the Substitutes Tab to view or manage alternate items for the selected item.
• Add a Substitute Item by clicking the Plus Symbol and searching for the replacement item using the standard Item Search.
• Save the Item to store the Substitute Item on the item master.
• Open a Sales Order and add the original item to the order line.
• Click the Substitutes Button when the original item is unavailable or when you want to review available alternatives.
• Review Available Stock for each defined Substitute Item before selecting an option.
• Click Use to replace the original item with the selected Substitute Item on the Sales Order.
• Add Missing Substitutes from the Sales Order by opening the Item File, going to the Substitutes Tab, and assigning a replacement item.