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To replace products with opportunity items

  1. From Orders, select Enter and edit orders to open the Enter an edit orders window. The Overview tab displays by default.
  2. Enter a new order, or open an existing order. Opportunity indicators designate which products have available Replacement opportunities.
  3. While in the edit mode, click on the line item you want to replace. The Opportunities window will open.
  4. Select an opportunity item, and click Replace to update the original product's line item data with the Upsell or Replacement item's data.

    The Qty changes to the quantity originally ordered. The order's discounts, taxes, and prices recalculate to reflect the Upsell or Replacement item's data. The Opportunities window refreshes with the Upsell or Replacement item's available opportunities. Each line item's Opportunity indicator refreshes.

  5. Click Save.

See Also

Ordering Upsell, Cross-sell, and Replacement Items

Using the Opportunities Legend

To open the Opportunities window

To close the Opportunities window

To add opportunity items to an order

To replace Out of Production products that have no inventory available


ASI logo 10.6 Production Release. Updated 1/23/2006 2:42:27 PM
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