{"id":24093,"date":"2024-11-28T12:38:35","date_gmt":"2024-11-28T12:38:35","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=24093"},"modified":"2024-11-28T12:38:35","modified_gmt":"2024-11-28T12:38:35","slug":"setting-up-alternative-product-settings","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/setting-up-alternative-product-settings\/","title":{"rendered":"Setting Up Alternative Product Settings"},"content":{"rendered":"

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You can control how to use alternative products through their specific settings. Here are the details in this guide.<\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]If you want alternative products to appear in the invoice only for items with low stock, click on \u201cInventory Settings<\/strong>\u201d under \u201cInventory<\/strong>\u201d in the main menu, then click on \u201cGeneral<\/strong>.\u201d<\/p>\n

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Make sure to enable the “Alternative Products<\/strong>” feature, then click on “Settings<\/strong>“.<\/p>\n

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Select \u201cDepending On Stock Status<\/strong>\u201d from the dropdown menu under the Display Alternative List Setting, then choose \u201cLow Stock<\/strong>\u201d from the tracking options dropdown. Finally, click the \u201cSave<\/strong>\u201d button.<\/p>\n

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After saving, alternative products will only appear in the invoice for items with low stock.<\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]If you want alternative products to appear in the invoice only for items that are out of stock, click on \u201cInventory Settings<\/strong>\u201d under \u201cInventory<\/strong>\u201d in the main menu, then click on \u201cGeneral<\/strong>.\u201d<\/p>\n

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Make sure to activate the \u201cAlternative Products<\/strong>\u201d setting, then click on \u201cSettings<\/strong>.\u201d<\/p>\n

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Select \u201cDepending On Stock Status<\/strong>\u201d from the dropdown menu under the Alternative Products Display Setting, then choose \u201cEmpty Stock<\/strong>\u201d from the tracking options dropdown. Finally, click the \u201cSave<\/strong>\u201d button.<\/p>\n

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After saving, alternative products will only appear in the invoices for items that are out of stock.<\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1732715221741{margin-left: 200px !important;}”]When selecting the \u201cDepending on Stock Status<\/strong>\u201d display option for alternative products, the \u201cAuto<\/strong>\u201d 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 \u201cShow Alternative List<\/strong>\u201d button.<\/p>\n

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\"\"<\/a>[\/vc_message][vc_custom_heading text=”Make Alternative Product Mandatory in Case of Empty Stock \/ Low Stock Level” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1732715260272{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Always Display Alternative Products” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1732710355015{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]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 \u201cInventory Settings<\/strong>\u201d from the dropdown of \u201cInventory<\/strong>\u201d in the main menu, then click on \u201cGeneral<\/strong>.\u201d<\/p>\n

To activate this method of displaying products, click on \u201cInventory Settings<\/strong>\u201d under \u201cInventory<\/strong>\u201d in the main menu, then click on \u201cGeneral<\/strong>.\u201d<\/p>\n

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Make sure to activate the \u201cAlternative Products<\/strong>\u201d setting, then click on \u201cSettings<\/strong>.\u201d<\/p>\n

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Select \u201cAlways<\/strong>\u201d from the dropdown menu under the Display Alternative List Setting, then click the \u201cSave<\/strong>\u201d button.<\/p>\n

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Click on \u201cCreate Invoice<\/strong>\u201d under \u201cSales<\/strong>\u201d in the main menu, then select any product that has alternative products. The \u201cShow Alternative List<\/strong>\u201d option will appear; click on it to see the alternative products for this item and check their stock balance.<\/p>\n

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You can click on the alternative product if you wish to select it in the invoice instead of the original product, or click \u201cCancel<\/strong>\u201d if you want to keep the current product.<\/p>\n

\"\"<\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1732711372747{margin-left: 200px !important;}”]If you want to prevent products with zero stock from appearing as alternatives, enable the \u201cHide products with zero balance<\/strong>\u201d setting.[\/vc_message][vc_custom_heading text=”Display Alternative Products for Low Stock Items” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1732711417811{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1732712478994{margin-left: 200px !important;}”]The low stock level for a product is determined through the \u201cLow Stock Threshold<\/strong>\u201d field when adding or editing a part or service.<\/p>\n

\"\"<\/a>[\/vc_message][vc_custom_heading text=”Display Alternative Products for Out-of-Stock Items” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1732712515232{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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If you want selecting an alternative product to be mandatory when the tracking condition (empty stock \/ low stock level) is met, enable the \u201cMake Alternative Product Mandatory<\/strong>\u201d button, then click the \u201cSave<\/strong>\u201d button.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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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.<\/p>\n

\"\"<\/a>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[7479],"tags":[],"class_list":["post-24093","user_manual","type-user_manual","status-publish","hentry","category-pharmacy-management"],"yoast_head":"\nSetting Up Alternative Product Settings - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/setting-up-alternative-product-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Up Alternative Product Settings - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] You can control how to use alternative products through their specific settings. 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