Link Products when the Supplier sends a different Brand to the one ordered
You can link substitute products, that then can be received and transferred in place of the originally ordered product.
Note: attempting to link identical products will result in an error.
Please ensure you are picking a different product than that listed on the Goods Received note.
There are two locations in Purchase Plus that allow you to link products:
a) When receiving goods via a Purchase Order
b) From the products stock location
a) When receiving goods via a Purchase Order
1. Click on [Linked Product] dropdown, and search for the product you want to link this product to.
2. If you wish to make the link permanent, click [Link Product Permanently] check box as below.
b) From the products stock location
Before you link products from your stock locations, please ensure that you update the unit price of the products to have a matching price. If you don't match the price, the system will use the average price for the products linked. Please see Change Item/Unit Value in Stock Location
-
Go to [Inventory] [Stock Locations] followed by the [pencil] icon alongside the product you would like to link.
2. In the pop-up window, click on the dropdown under 'Linked to'. Search and select the product you want to link, followed by [Update].
Note - for Stocktaking purposes, should you wish to include your linked products in your count sheet of the stock location, tick the [Show linked] check box and press [Enter] on your keyboard. All linked products will have a 'link' icon alongside them:
