Versions Compared

Old Version 5

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

You can downgrade a product from this option and automatically update all the corresponding information.

Insert excerpt
Purchase Order ManagementPurchase Order Management


Instructions

When an order has products coming from vendor availability, and the product has not been shipped, users can downgrade the product. For doing thatTo do so, please follow these steps:

Ui steps
sizesmall


Ui step

Go to Grower > Confirm

POs Use

POs.


Ui step

 Use filters to Search for the purchase order needed.

The purchase order status must be confirmed.Once


Ui step

 Once the PO has been found, go to the "Actions" column. Click on the drop-down menu and select the option "Substitute Item".

Image RemovedThe edit Item tab


Ui step

 The Edit Item tab will appear. Click on Downgrade Product. Notice that in this example, we are going to downgrade the product Pisa 45cm Green to Pisa 20cm Green Leucadendrum.


Ui step

The Downgrade Product window will be displayed. Enter the product name (which must exist in the system with its corresponding name). Click on Save to finish. 


Ui step

The confirmation message will appear at the bottom right corner of the screen.


Ui step

 Notice that the product is now "Pisa 20cm Green Leucadendrum".

Image Added

Info
titleWhat happens to the downgraded products when the order is canceled?
  • Once a PO item has been downgraded and then that PO item is canceled, postpone or its quantity is reduced, the downgraded product will return to the original product line (before the downgrade
the product Roses Assorted  70x10 bunch to Roses Assorted 50.
Image Removed
  • process). This implies that the downgraded product line may not be used in another prebook or PO.
  • It will not be possible to delete the original PO product line until all the PO lines downgraded associated to it have been deleted.




Panel
titleRelated Articles

Child pages (Children Display)
Filter by label (Content by label)
false
showLabelsfalse
max10
showSpacefalse
sorttitleshowSpace
cqllabel in ( "vendor-availability" , "downgrade" )
labelsvendor-availability downgrade


Warning
iconfalse
titleImportant
  • Users are allowed to downgrade a product just once.
  • It is possible to downgrade solid and mixed product lines in a PO.


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