Catalogue Item Statuses and Substitutes
- Use catalogue item statuses to define whether your catalogue materials/services are available or not available to order.
- Use catalogue item substitutes to assist your staff in choosing an appropriate alternative when a material/service is unavailable to order.
In this article:
Setting or Updating a Catalogue Item Status
Adding a Catalogue Item Substitute
Not Available to Order - Examples
Setting or Updating a Catalogue Item Status
The item statuses you can choose from are:
- available - Available to order
- not_available - Not available to order
You can set an item status when you create or import catalogue items.
If you need to update an existing catalogue item status, follow these steps.
- From the User Menu Panel, navigate to Catalogue.
- Click into the material or service you want to update.
- Click Update.
- Choose a new status from the Status drop-down.
- Click Save Changes.
Adding a Catalogue Item Substitute
Set up item substitutes to create alternative options for when a material or service is not available to order. You may also have the same item from different suppliers at different prices. Setting up item substitutes will allow you to quote accurately based on which item you need to purchase.
To set up an item substitute, follow these steps:
- From the User Menu Panel, navigate to Catalogue.
- Click into the material or service you want to update.
- Click Add substitute (shown below).
- Choose a substitute from the drop-down, or type to search.
- Click Add Substitute.
Do you order the same material from multiple suppliers?
Set up the material in your catalogue and add all the substitutes from different suppliers to that one material. When you order the from any of your suppliers, it will come into your inventory under the SKU code that you have set the material up with.
Not Available to Order - Examples
Some cases where you might set an item to Not Available include:
- If you have an item set up with the Quote Pricing brand, you must set its status to Not Available, because Quote Pricing items are generic range options used for quoting purposes only.
- You have been notified by your supplier that a product is unavailable for a certain amount of time.
- The product has been discontinued by the supplier.
The below notification will show inside products that have been set to Not Available to Order:
