Substitute Items

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Substitute Items

The Substitute Items feature allows you to exchange one item for another.

Setting Up Substitute Items

Setting up substitute items involves creating a substitute set, which will contain all the items that can be substituted for one another. The name of the substitute set is used for organizational purposes only. Think of substitute sets as types or categories of items.

Select the Products -> Substitute Items menu to display the Substitute Item Sets window:


To create a new substitute set, click on the [New] button:

Type in the name you would like for that ‘Set Name” and click on the [Ok] button.


To rename a substitute set, select the set, and click on the [Rename] button.


To remove a substitute set, select the set, and click on the [Remove] button.

Note: The Substitute Items window can be resized. The last size and location will be remembered (per user) for the next time.


To specify which items are included in the substitute set, select a substitute set, and click on the [Setup] button.

For each item to be included in the substitute set, click on the [Add] button. The Product Lookup window will be displayed so that you can select 1 or more items to add to the substitute set:

Once the item(s) have been selected, click on the [Select] button to add them.

Click on the [Close] button to save your substitute items selections.

Note:Items used for Substitute Items must have a unique manufacturer part number.

Using the Substitute Items Feature

To use the substitute items feature, right-click over a product (on the Products Lookup window by selecting the Products -> Lookup menu) and select the Show Item Substitutions menu. The Substitute Items window will be displayed with a list of all the substitute items for the selected product: