Alternate/Substitute Settings
You can create settings for handling alternate and substitute items. Once you create and name these settings, you can assign them to your shoppers. You can handle alternates using the following options: Normal, Automatic, Ignore, Blind. While you can change the settings, we recommend you maintain the default alternate and substitute settings.
Note: The Normal Alternate/Substitute settings let you make changes that can be used to accommodate most of your shoppers. However, you can create additional settings, if needed.
Click Customer Settings and select Alternates/Substitutes.
The Select Setting drop down box defaults to display the New Alt/Sub Setting option. You can add, edit or delete settings.
To add a new setting, leave the Select Settings box to the New Alt/Sub Setting option. Click the Setting Name box and enter a name for the new setting. Go to Step 3.
To rename or edit an existing setting, click the down arrow in the Select Settings box and select the setting to change. Then click the Setting Name box and enter the new name over the existing name. Go to Step 3.
The Normal setting name has been added for your convenience. To alter Normal settings, click the down arrow in the Select Settings box and choose Normal. Once you have edited the Normal setting, we recommend you do not make further changes to this setting. Go to Step 3.
To delete an existing setting, click the down arrow in the Select Settings box and select the setting to remove. Click Delete. At the Do You Want to Remove This Setting prompt, click OK. Alternate/Substitute settings cannot be deleted if they are currently assigned to a shopper.
Click the down arrow in each alternate type box and click the new setting. You can select
automatic,
ignore or
normal. For generic substitutes, you have one additional option:
blind. You can set alternates for:
Reference
Discontinued
Substitute
Reference If No On-Hand
Generic Substitute
Preferred Substitute
Customer-Specific Substitute
Like Substitute
Only Display Alternates When Price is Lower Than Original.
Check the Only Display Alternates When Price is Lower than Original box to display alternate items only when the item’s alternate price is lower than the original item’s price. To not use this feature, leave this check box blank.
When finished, click Update to save an existing setting or click Save to save a new setting.
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