Managing Substitute Items

1. Options | Electronic Catalog Menu | Substitutions

2. Select order by: Item ID and for Specific Vendor, choose True Value Company

3. Select Generate

4. Close the Electronic Catalog Menu

5. Select IC | Inventory File | Find

6. Enter an IBM # from the Substitution Items List into the Item Lookup Field

7. Select the item

8. Select Edit

9. Highlight the Item Description by Left Clicking + hold the left mouse button down. Then drag the mouse over the description and release the mouse. Once highlighted, press Ctrl + C to copy the description. At the end of the description, type a caret ^ (Shift + 6)

This will mark the description with a unique character, and enable it to stand out when running the Substitution Item Report or any other report in the future.

10. Put the cursor in the Comment field and press Ctrl + V to paste the description into the Comment Field.

11. Enter Zero in the Order Qty field and Change Min to one

This will allow the item to show on the reorder report when the last item is sold.

12. Enter the substitution number in the Sub. # field

13. Place a D in the Code (D will need to be set up in IC | Support Files | Code, select New, in ID enter D, in Description enter To Be Discontinued)

14. Save

15. Repeat step 6-14 until complete