Substitute items on a sales order

If needed, you can substitute items on a sales order. This happens when growers have similar items available that are commonly substituted for sold out items. The substituted item will be flagged with a blue corner on the sales order and a blue “sub” oval on the printed reports for customers.

1. Navigate to your sales order.
2. In the right pane, look at the Main View tab showing the list of items.
3. Click on the item you wish to substitute out, then click Substitute Item.
4. Select the item and quantity to substitute in. Leave a note about the substitution and decide if the price will remain the same or change to reflect the substituted item’s price.
5. Click the Substitute Item button to complete the substitution. The newly substituted items will be added to the list with a small blue flag on the corner of the “Ordered” quantity to indicate the substitution. The substituted out items will be removed from the “Ordered” quantity and added to the “Cancel” quantity.