Overview

Excerpt
There might be cases in which you will have to allow certain vendors to substitute product lines on their POs.

In order to set this option up please follow the steps below:

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Ui step
Go to Setup > Vendors, look for the vendor that you want to set the option for and under the Actions column click on edit.

Ui step
The Vendor Information window will open, check the Allow Substitutions option and save.

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Tip
Substitutions can only be made on POs with status Confirmed, Pending, and Partial Confirm.

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Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.

Once this is done, the system will allow the vendor to substitute products on POs.

This is how it will work for them:

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Ui step
From Purchase Order Grower >> Confirm POs select the PO and under the Actions column click on Substitute Item.

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Select the new product, set quantities, units and cost (if needed), then click on Save.

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The system will update the information and you will see it on the Confirm POs page. Once these changes are made, the system will send and email to the Procurement Managers and the company user that created the Prebook informing the substitution of the product.

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