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changes.mady.by.user Andres Toledo

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Overview

Excerpt

The system allows

the Grower

vendor and

Company

company users to substitute items in a

PO for items within regular inventory

purchase order with other items.

This option is for growers vendors and company users that need to substitute items using from the Grower Portal  when they do not have when the same product requested available in their inventory. is not available.

Info
titleInformation

To have this option available on the system, vendors should request it to the company who provided the user.


Instructions

Once you get the purchase order go to "Actions" column and select the option

To substitute an item follow the next instructions: 

  • Go to Confirm POs tab and search for the purchase order that you need to substitute items. The purchase order status should be Confirmed.

    • these steps:

    Ui steps
    sizesmall
    Ui step

    Go to Grower > Confirm POs.

    Ui step

    Use filters to Search for the purchase order needed. The Purchase Order status must be confirmed.

    Ui step

     Once the PO has been found, go to the "Actions" column and select the option "Substitute Item".

    Image Removed
    Vendor
    Ui step

     The vendor will have the option to

    change

    substitute the product

    to another in the system that they have available to be shipped. 
    Image RemovedAlso, they will have the option to substitute the items that have assorted lines.You can select between

    with any other product available.

    Ui step

    Assorted items can also be substituted. The user can select to "Specify Breakdown"

    and 

     or to "Specify Breakdown from Vendor Availability". For more information about

    the Vendor Availability items

    substitutions from Vendor Availability, please refer to 

    Grower Substitute Items using Vendor Availability

    . 

    Ui step

    Vendors can add notes to the line if

    it is necessary

    needed by selecting the "Add notes"

    link. Finally, click on

     link. 

    Ui step

     Click on "Save"

    to

    When vendor make a substitution of any product in the purchase order the buyer user will see he product in the details with a "Sub" in blue. Please see the next image:

    Image Removed

     

     to finish. 

    Relevant Articles

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    Note

    To have this option available on the system, vendors should request it to the company who provided the user.

    Image Added

    Ui step

     After the substitution has been done go to Purchase Orders > PO Summary.

    Ui step

    Use the filters to Search for the purchase order and under the "Actions" column click on the magnifying glass to view the "Purchase Order Details". 

    Ui step

    The buyer will see the product that was substituted by hovering the mouse over the blue "Sub" next to the product. 

    Image Added

    Warning

    If a Purchase Order is linked to a Prebook you the user will be able to see the product that was substituted by hovering the mouse over the Subs "Sub" link once the order is confirmed. However, if the Purchase Order is not linked to a Prebook you the user will not be able to see the product change, but the farm vendor can still add notes to inform your the company about the change when substituting the product.

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