Setting Up Alternative Product Settings
You can control how to use alternative products through their specific settings. Here are the details in this guide.
If you want alternative products to appear in the invoice only for items with low stock, click on “Inventory Settings” under “Inventory” in the main menu, then click on “General.”
Make sure to enable the “Alternative Products” feature, then click on “Settings“.
Select “Depending On Stock Status” from the dropdown menu under the Display Alternative List Setting, then choose “Low Stock” from the tracking options dropdown. Finally, click the “Save” button.
After saving, alternative products will only appear in the invoice for items with low stock.
If you want alternative products to appear in the invoice only for items that are out of stock, click on “Inventory Settings” under “Inventory” in the main menu, then click on “General.”
Make sure to activate the “Alternative Products” setting, then click on “Settings.”
Select “Depending On Stock Status” from the dropdown menu under the Alternative Products Display Setting, then choose “Empty Stock” from the tracking options dropdown. Finally, click the “Save” button.
After saving, alternative products will only appear in the invoices for items that are out of stock.
When selecting the “Depending on Stock Status” display option for alternative products, the “Auto” button will appear. By enabling this button, alternative products will automatically appear in the invoice as soon as the tracking condition (either empty stock or low stock) is met, without the need to click the “Show Alternative List” button.
Make Alternative Product Mandatory in Case of Empty Stock / Low Stock Level
Always Display Alternative Products
If you want to view all alternative products regardless of the stock level of the original product and see the stock balance for each alternative, click on “Inventory Settings” from the dropdown of “Inventory” in the main menu, then click on “General.”
To activate this method of displaying products, click on “Inventory Settings” under “Inventory” in the main menu, then click on “General.”
Make sure to activate the “Alternative Products” setting, then click on “Settings.”
Select “Always” from the dropdown menu under the Display Alternative List Setting, then click the “Save” button.
Click on “Create Invoice” under “Sales” in the main menu, then select any product that has alternative products. The “Show Alternative List” option will appear; click on it to see the alternative products for this item and check their stock balance.
You can click on the alternative product if you wish to select it in the invoice instead of the original product, or click “Cancel” if you want to keep the current product.
If you want to prevent products with zero stock from appearing as alternatives, enable the “Hide products with zero balance” setting.
Display Alternative Products for Low Stock Items
The low stock level for a product is determined through the “Low Stock Threshold” field when adding or editing a part or service.
Display Alternative Products for Out-of-Stock Items
If you want selecting an alternative product to be mandatory when the tracking condition (empty stock / low stock level) is met, enable the “Make Alternative Product Mandatory” button, then click the “Save” button.
When you go to create the invoice and select a product that is empty stock or has low stock, you will be required to choose an alternative product in order to save the invoice.
