Alternatives and Substitutions

Overview

Adding alternatives and substitutions to an inventory item can be very useful when you need to resolve shortages. If you have an item shortage on a job, then you can quickly replace it with an alternative or substitution.

Alternatives should be viewed as a very similar replacement, like a Yamaha 12 channel mixing board as an alternative to a Mackie 12 channel mixing board. Substitutions, on the other hand, should be viewed as an upgrade, like a Mackie 16 channel mixing board substituting a Mackie 12 channel mixing board.

Adding Alternatives to Inventory Items


How to add Alternatives to an inventory item:

  1. Open the inventory information page for the item that you want to add alternatives to.
  2. Click on the Alternatives tab.
  3. Drag and drop other inventory items from the inventory tree that can be offered as an alternative to this item.

Now, when you have a shortage of the item on a Quote, you can open the Conflicts and Availability window (click the cog-wheel next to the item on a Quote, then click Conflicts) and replace it with the item(s) placed in the Alternatives tab.

Note

A relationship is created between the original item and the item that is placed in the Alternatives tab. If you open the inventory information page for the alternative item, you will find the original item in the Alternatives tab.

Adding Substitutions to Inventory Items

How to add Substitutions to an inventory item:

  1. Open the inventory information page for the item that you want to add substitutions to.
  2. Click on the Substitutions tab.
  3. Drag and drop other inventory items from the inventory tree that can be offered as a substitution to this item.

Now, when you have a shortage of the item on a Quote, you can open the Conflicts and Availability window (click the cog-wheel next to the item on a Quote, then click Conflicts) and replace it with the item(s) placed in the Substitutions tab.