Entering Substitute, Associated, and Promotional Items

Access the Substitute/Complimentary Items form.

Search for the substitute, associated, or promotional item, select the item, and then click OK to add the item to the sales order.

Cross Reference Type

Enter a value from UDC 41/DT that identifies the type of cross-reference that is set up for this customer. Examples of cross-reference types include:

A: Associated products

S: Substitutes

R: Replacements

SP: Sales promotional items

Use Backordered Quantity

Select to specify the backordered quantity for a substitute item. For example, if a customer orders 50 red bikes but only 25 are available, 25 red bikes are then backordered. If the customer wants to order 50 blue bikes instead of the 50 red bikes, do not select this option. Instead, select the Use Original Quantity option. However, if the customer wants to order 25 red bikes and 25 blue bikes, select this option. The backordered quantity of 25 would be used on the order line for the blue bikes.

Use Original Quantity

Select to specify that the system uses the original quantity for a substitute item. For example, if a customer orders 50 red bikes but only 25 are available, 25 red bikes are then backordered. If the customer wants to order 50 blue bikes instead of the 50 red bikes, select this option. The system applies the original quantity of 50 to the order line for the blue bikes.

However, if the customer wants to order 25 red bikes and 25 blue bikes, select the Use Backordered Quantity option.

If you use taxed prices for sales orders, the system disables the Unit Price field on the Substitute/Complementary Items form.

See Tax Price