Versions Compared

Version Old Version 9 New Version Current
Changes made by

Former 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.


Instructions

When an order has products coming from vendor availability, and the product has not been shipped, users can downgrade the product. To 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.

Image Removed


Ui step
Once

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

Image Removed


Ui step
The

 The Edit Item

tab

 tab will appear. Click on Downgrade Product. Notice that in this example, we are going to downgrade the

product Roses Assorted 70  to Roses Assorted 50.
Image Removed
The Downgrade Product window

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

on Save

to

 to finish. 

Image Removed


Ui step

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

Image Removed


Ui step
Notice

 Notice that the product is now "

Roses Assorted 50". The post-Harvest detail will have a D (downgrade) at the end so it will be possible to identify the product.
Image Removed

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 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

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 again later.