Working with substitutions
Substitutions
The Substitution feature in Advanced Price Management allows one item to be automatically replaced by another during order entry, while maintaining the original pricing and discount conditions. This is particularly useful for promotional or seasonal offers where a more valuable item is offered at the same price as a standard item.
Substitution enables the system to:
- Replace the Item No. on the sales line with a promotional or alternative item.
- Apply the price and discount conditions of the original item to the substituted item.
- Eliminate the need for users to remember promotional item codes.
🔁 This feature is commonly used in consumer packaged goods to offer bonus-size or upgraded products during promotional periods.
Example: Promotional Conditioner (+25% Volume)
- Create two items
- Item 1000: is standard conditionner with unit price = 10€
- Item 1001: is promotional conditionner with unit price = 12€
- Create an Advanced Price List for the standard item:
- Add a Price Line for item 1000 with a price of €9.
- Add Discount Lines based on quantity thresholds.
Price Line will just contain a basic price of 9 euros
Discount line will contain two discount based on quantity
- Set the price list status as Active.
- Create a second Advanced Price List for the promotional period and define following pricing structure for item 1000:
- Create a substitution detail as follows:
- Set the price list status as Active.
- Create a Sales Order:
- Add a line with 10 units of item 1000.
- The system automatically replaces item 1000 with item 1001.
Sales Line Detail View
When you look at the Sales line details, you’ll see all the information related to the conversion:
