Alternative stock items (stock item)

Find this screen

Open: Stock Control > Stock Records > New Stock Item

Open: Stock Control > Stock Records > Amend Stock Item

• Use the Alternatives tab to choose alternatives for this stock item if it is unavailable.

  All item types (Stock, Miscellaneous, Service / labour) require a location.

  Note: The Alternatives tab is not displayed for a phantom item assembled using a bill of materials (BOM).

How to

Add alternative stock items

To add an alternative stock item:

1. Select Add.

2. Select the alternative item.

   If you can't see a stock item, its status may be Inactive, or it may not be set to Allow sales orders and invoices.

   Note: You'll see a warning if you select an alternative stock item that has a different Product type.

Set a preferred alternative item

If you have multiple alternative items, you can set a preferred item. This just indicates to the person entering the order which alternative to choose first.

• To set the preferred alternative item, select the Preferred column for that item.

Remove an alternative item

• To remove an alternative item, select Delete in the alternative items list.

Import alternative stock items

If you have a lot of alternative stock items to set up, you might find it quicker to use an import file in the Sage 200 desktop.

Open: Stock Control > Utilities > Import and Export > Import Alternative Items

Add an alternative stock item to a sales order or quotation

Open: Sales Order Processing > Sales Orders > New Sales Order

Open: Sales Order Processing > Quotations > New Quotation

1. Enter the order or quotation details.

2. Add a Standard item to the order.

3. If the stock item has alternatives associated with it, select Alternative items (in the Alt column).

See Enter the sales order details or Enter the quotation details.

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Useful info

About alternative stock items

Use this if you want to suggest an alternative item when this item is out of stock. When the person sees the item is out of stock, they can choose from one of the alternatives you've set up here.

You don't have to set up alternatives, and can just leave this blank if you don't want to use it.

If you set up alternatives, you'll be able to select one of the alternatives when you add a standard stock item to a sales order, quotation, or purchase order.

If there's more than one alternative, you can set one as the preferred item to indicate which alternative to choose first.