Substitute Product Selection

Screen appears when a soft kit component with an associated Substitute Product List is added to an order.
Click Action button at Product field in Enter a Sales Order, Enter a Quick Sale, Enter an Exchange, and Enter a Service Order.

When you add a component or product priced soft kit to an order, the kit is "expanded" and lists the individual products in the kit. Each component is checked for the existence of an associated substitution list. If lists were assigned in Product Kit Settings, this screen displays for each component with an associated list. You can use this screen to select the product to be used as a substitute for the current component product.

The screen functions as a worksheet, allowing you to choose the quantities of one or more items in the list. When you first access this screen, the default component product for the kit contains the entire quantity required for the kit and the substitute products all default to a quantity of zero. You can select one or multiple substitute products by changing the quantity. As you select substitute products, quantity totals and prices are updated. The quantities entered must balance to the total component quantity of the kit.

The name of the substitution list associated with the component displays.

This field displays the status of the list - CURRENT or HISTORICAL. When a soft kit with a substitution list is added to a sales transaction, the current version of that list is associated with that order line item. If the list is subsequently changed in any way, a new version of the list is created and it becomes the current version to be used when adding the kit to any subsequent sales transactions. The status of the previous version of the list is flagged "Historical". Existing line items continue to reference the version of the list initially used.

Comments entered in the Substitution List Comments field in Substitute Product List Settings display for this list.

The quantity balance initially displays zero (0). It is updated as you select/remove substitution quantities. In order to accept your substitutions and save updates on this screen, the quantity must be in balance (at zero).

The total extended price is updated as changes are made and substitution adjustment charges are applied.

The grid displays all components available for selection. The default component is on the first row of the grid and contains the entire quantity. Substitute components are listed next and all have a quantity of zero. You can select one or multiple substitute products by changing the quantity. As you select substitute products, quantity totals and prices are updated. The quantities entered must balance to the total component quantity of the kit.

Product Description
Product Number
QTY - This is the only column that can be edited using this screen.

Multiplier - The quantity relation to the default component (i.e. 1 for 1, 2 for 1, 1 for 2, etc.)
$ Adjustment - The adjustment charge (per piece) as it relates to the price of the default component.
$ Price - The actual per piece price with the $ Adjustment included.
$ Extended - The extended price for the quantity selected.