Adding and Managing Alternative Products
You can link several products together as alternatives, allowing you to choose one instead of another on the invoice. Depending on your business’s nature and needs, you can use the alternative products feature in various ways which will be explained in this guide.
First Case of Using Alternative Products:
The role of alternative products is advisory in this case. When the seller selects a product on the invoice, they can view the alternatives and the available quantity of each alternative in stock, so the seller can recommend an alternative to the customer or keep the original product.
Second Case of Using Alternative Products:
In this case, alternative products serve a functional role and appear only when the quantity of the selected product on the invoice is low or has run out. Accordingly, you can control the permissions granted to the seller, either allowing the seller to choose/not choose the alternative product or forcing them to select the alternative product once the specified condition is met (the condition can either be out-of-stock or low-stock).
Enable Alternative Products Feature
Click on “Inventory Settings” in the dropdown menu of inventory in the main menu, then click on “General.”
Make sure to activate the “Enable Alternative Products” setting, then click the “Save” button.
Adding a New Alternative Products List
Alternative products are linked to each other once they are added as alternatives for a single product.
For example, if you add Product (A) and Product (B) as alternatives for Product (C) in the Product (C) file, you won’t need to reassign Product (A) and Product (B) as alternatives for Product (C) in the files of Products (A) and (B). The alternatives will automatically appear in all three product files.
The same applies if you modify a list of alternative products or delete one of the products from the list. You will only perform the action once from the file of any of the products, and the changes will apply to all the products on the list.
Click on “Parts and Services” under “Inventory” in the main menu, then select the product to which you want to add alternative products.
Click on “Alternative Products“.
Click on “+Add” to add an alternative product to the list.
Choose the product or parts you need to add as alternative products for this item then click “Save“.
Click on “Parts and Services” under “Inventory” in the main menu, then select one of the products that you added as an alternative for the previous product..
Then click on “Alternative Products“.
You will find the alternative products added through the first product displayed here, as this list is shared across all products in the same alternative products list.
How to Move a Product from One Alternative Products List to Another
You cannot add the same product to different alternative product lists. Therefore, if you want to move a product from an old alternative product list to another, you must transfer it from the first list to the second using the following method.
For this example, we have the product “Bosch Car Battery” in one of the alternative products lists.
Here, we want to move the product “Bosch Car Battery” to another alternative products list. To do this, click on “Parts and Services” under “Inventory” in the main menu, then select the new product to which you want to add this item. After that, click on “Alternative Products.”
Next, select the product “Bosch Car Battery” as an alternative product and click the “Yes, Add Here” button, then click “Save” to remove it from the first alternative products list and include it only in the new list associated with this product.
You can click “No” if you wish to cancel the action.
