The system allows vendor and company users to substitute items in a purchase order with other items.This option is for vendors and company users that need to substitute items from the Grower Portal when the product requested is not available.
To have this option available on the system, vendors should request it to the company who provided the user.
To substitute an item follow these steps:
Go to Grower > Confirm POs.
Use filters to Search for the purchase order needed. The Purchase Order status must be confirmed.
Once the PO has been found, go to the "Actions" column and select the option "Substitute Item".
The vendor will have the option to substitute the product with any other product available.
Assorted items can also be substituted. The user can select to "Specify Breakdown" or to "Specify Breakdown from Vendor Availability". For more information about substitutions from Vendor Availability, please refer to Grower Substitute Items Using Vendor Availability.
Vendors can add notes to the line if needed by selecting the "Add notes" link.
Click on "Save" to finish.
After the substitution has been done go to Purchase Orders > PO Summary.
Use the filters to Search for the purchase order and under the "Actions" column click on the magnifying glass to view the "Purchase Order Details".
The buyer will see the product that was substituted by hovering the mouse over the blue "Sub" next to the product.
If a Purchase Order is linked to a Prebook the user will be able to see the product that was substituted by hovering the mouse over the "Sub" link once the order is confirmed. However, if the Purchase Order is not linked to a Prebook the user will not be able to see the product change, but the vendor can still add notes to inform the company about the change when substituting the product.