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Click here to view the Catalog help page for more information.

Step 9: Assigning Favorites

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and Substitute Items to the Customer

The Favorites tab is only enabled if the customer's 'Use Favorites For' property is set to 'Customer'. If this holds true, click the Favorites tab to assign favorites for the customer. Once in the Favorites tab, click the New grid toolbar icon to open 5 lines for data entry. 

Then, select the desired favorite item(s) and their properties for the customer. Users can also assign substitute items for the favorite items on the Favorites tab. This can be done by clicking Add in the '#Substitute Items' column. This opens a new 'Assign Substitute Items' page, where users can add item substitutes by clicking New in the grid section. Substitute items must meet the following criteria:

• Item must be active.
• Item can be only added once as a substitute item for the parent item.
• Item must have the same 'Managed Items by' property as the parent item.
• The parent item cannot be added as a substitute item to itself.   
• Item's 'Inventory Tracked' property is set to Yes.
• Item must have the same 'Lot Tracked' property as the parent item.

Click here to view the Favorites help page for more information.

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