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How to mark an item as a substitute

How to mark an item as a substitute

Description of Issue

How do you mark an item as a substitute? 

Context

Inventory Management 

Cause

Informational 

Resolution
  1. A substitute item is assigned through the Substitute tab in the Items program

    1. The tab is visible when the item status is Discontinued

  2. Select the Substitute tab 

  3. Click Add Substitute 

  4. Select the substitute item 

    1. The substitute item must have a status of Active. Once an item is a substitute, its status may not be modified.

  5. Click Save 

  6. Enter in a reason for the change and click Continue With Save

Additional Information










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