Prerequisite
Before setting up Item Substitution, be sure to enable the Multi-Location Inventory feature in your account
Installing the Supply Chain Management SuiteApp
Install the Supply Chain Management SuiteApp with the following details:
-
Bundle Name — Supply Chain Management
-
Bundle ID — 47193
Enabling Item Substitution on Sales Orders
After the Supply Chain Management SuiteApp has been installed, you must enable the Item Substitution feature in your account.
To enable Item Substitution:
-
Go to Transactions > Management > Supply Chain Management.
-
On the Supply Chain Management page, click the Preferences link.
-
On the Supply Chain Preferences page, click Edit.
-
On the Features subtab, check the Item Substitution box.
-
Click Save.
When you have enabled the feature in your account, set up the roles records of those who will use Item Substitution.