Versions Compared

Old Version 4

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Excerpt

The system allows

Grower

vendor and

Company

company users to substitute items in a

PO

purchase order with other items.

This option is for growers vendors and company users that need to substitute items from the Grower Portal when the product requested 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

To substitute an item follow the below: 

Go to Confirm POs tab and search

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

Purchase Order status must be confirmed.

Ui step
Once

 Once the PO has been found, go to the "Actions"

column

 column and select the

option

option "Substitute Item".

Image Removed
The Vendor
Ui step

 The vendor will have the option to substitute the product with any other product available.

Image Removed
Ui step

Assorted items can also be substituted. The user can select to "Specify Breakdown" or to "Specify Breakdown from Vendor Availability". For more information about substitutions from

Vendor

 Vendor Availability, please refer to 

Grower Substitute Items using Vendor Availability

. 

Ui step

Vendors can add notes to the line if needed by selecting the "Add notes"

link

 link. 

Click on
Ui step

 Click on "Save"

to

 to finish. 


When vendors make a product substitution in the purchase order, the

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

 next to the product. 

Image Removed

Image Added

Warning

If a Purchase Order is linked to a Prebook 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 the user will not be able to see the product change, but the farm vendor can still add notes to inform the company about the change when substituting the product.

Panel
Relevant
titleRelated Articles
panel

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel in ( "grower" , "purchase-orders" , "subtitutions" )
labelsgrower, purchase-orders, subtitutions

 

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

 

We've encountered an issue exporting this macro. Please try exporting this page again later.