Customer 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.

  1. Click Customer Settings and select Alternates/Substitutes.

  2. The Select Setting drop down box defaults to display the New Alt/Sub Setting option. You can add, edit or delete settings.

  1. 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
    .

  1. 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.

  2. When finished, click Update to save an existing setting or click Save to save a new setting.

See also:

Alternate/Substitute Pricing

 

Return to:

About Multiple Accounts, Departments, and Attentions