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Substitute Items

  • For some back ordered items you may receive the following message at top of order:
  • You will also see a check mark beside the item number field.
  • This will allow you to add a substitute item of equal or more value for the back ordered item.
  • ONLY use this function during phone orders.
    • For all other order types, process with standard back order procedures.
  • After keying the item and receiving the backorder notice:
    • Highlight the line on back order.
    • Click CROSS Reference.
  • Enter the quantity ordered.
    • Check to make sure there is enough quantity available to ship.
      • If not enough available, click the red X to leave the original item on backorder and follow the backorder procedure.
    • Click the green check if there is enough quantity available to make the substitution.
  • The backordered item will be marked out by the system.
  • Add dates to substitute and come off the line.
  • Last status will be 916 (Added as Subst/Associated Item).
  • The line number will end in .001.
  • Complete order as usual.