Item Group Substitution

Owned by Megan Stanage (Unlicensed)
Oct 27, 2023
3 min read

Global order promising > Setup > Item substitution > Item group substitution

The Item group substitution form allows you to configure substitution groups. Substitution groups are groups of items that are interchangeable.

Set up how and when those items can be substituted without the effort required to configure all possible combinations on the Distinct Item Substitution form.

Example

Items A, B, and C are interchangeable, so you create a substitution group containing A, B, and C. 

Within the group, you specify the desired fulfillment order between those items:

  • Item B is the preferred item.
  • Item A is the second choice
  • Item C is the third choice.

Additionally, inclusion and exclusion criteria can be leveraged to get more specific.

Example

Customer US-001 only wants items A or B (not C).

Customer US-002 has no preference.

Header Section

FIELDDESCRIPTION
Substitution group IDUnique identifier for the item substitution group.
DescriptionDescription of the item substitution group.

 Active Demand Order Types Section

FIELDDESCRIPTION
Demand order typeLists possible sources of demand.
Is active

Controls whether substitution is active for the corresponding demand order type.

Note

Only sales is currently supported.

 Item Group Substitution Line Section

FIELDDESCRIPTION
Allow partial substitution

Controls whether an item can be substituted when it will not fully satisfy the demand.

Note

  • When this is enabled, the order lines are not split.
  • The substituted item will have a lower quantity than the original item because you are allowing for a partial substitution.
Enable for budget shortageControls whether the specific item group substitution line is considered when an item cannot be reserved due to budget constraints.
Substitution action

Controls how the substitution occurs:

  • Automatic: Automatically substitutes the "to" item for the "from" item.
  • With permission: Creates an action message displaying the suggested item substitution for you to approve or deny.
Sequencing strategy

Controls the order in which group items are evaluated for substitution:

  • Manual: Items are considered in processing sequence order.
  • Highest available: Items are considered in descending quantity available sequence.
  • Profit margin: Items are considered in descending profit margin sequence.
Always substitute

Turn on this toggle if the item should always be substituted to a higher-priority item.

Note

Item substitution is evaluated during reservation, not during channel assignment.

Allow fulfillment decrease

Turn on this toggle to allow substitution even if that substitution decreases the quantity fulfilled.

Note

This option is only enabled if Always substitute and Allow partial substitution are both turned on.

Important

There will not be a fulfillment decrease if you have the Full order line reservation option enabled for the customer.

EffectiveStart date for this item group substitution line.
ExpirationExpiration date for this item group substitution line.
Substitution inclusion criteria 

Click this button to specify which channel IDs and customers can use this substitution line.

If nothing is specified, the default is to allow all channels and customers.

Substitution exclusion criteria

Click this button to specify which channel IDs and customers cannot use this substitution line.

Substitution Group Items Section

Displays items to consider substituting "to" for the current item group substitution line.

FIELDDESCRIPTION
Processing sequenceSequence in which the individual items to substitute "to" are considered when Manual sequencing strategy is specified.
Item numberItem to consider substituting "to."
Substitution pricing rule

Controls pricing for the substituted item:

  • None: Currently functions the same as the Substitute item price pricing rule.
  • Substitute item price: Use pricing from the substituted item.
  • Original line price: Use pricing from the original demand line.
  • Lower price: Use the lower of the original line price and substituted line price.
  • Higher price: Use the higher of the original line price and the substituted line price.
Configuration/Size/Color/StyleSpecify "to" product dimensions.

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