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changes.mady.by.user Andres Toledo

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Overview

Excerpt

The system allows vendor and company users to substitute items in a purchase order with other items.

This option is for vendors and company users that need to substitute items from the Grower Portal when the product requested is not available.

Noteinfo
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 these steps: 

Ui steps
sizesmall
Ui step

Go

to

to Grower

> Confirm POs 

 > Confirm POs.

Ui step

Use filters to

Search for

 Search for the purchase order needed. The

purchase order

Purchase Order status must be confirmed.

Once
Ui step

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

column

 column and select the

option

option "Substitute Item".

Image Removed
Ui step
The

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

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. 

Image Removed
After

Image Added

Ui step

 After the substitution has been done go

to

to Purchase Orders

> PO Summary,

 > PO Summary.

Ui step

Use the filters

to

to Search

for

 for the purchase order and under

the

the "Actions"

column

 column click on the

magnfying

magnifying glass to view

the

the "Purchase Order Details". 

Image Removed
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 "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 vendor can still add notes to inform the company about the change when substituting the product.

Relevant Articles

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