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If a product is unavailable after an order has been placed, users can substitute it with a similar product. These substitutes are pre-configured at the product level, and then either performed automatically, or manually selected by an Order Admin or Fulfiller user. This allows users to fulfill the order for the original sale price, if applicable, improve customer experience by delivering products similar to the desired product, and supports business models that may frequently use substitutes such as groceries. If a product is unavailable after an order has been placed, users can substitute it with a similar product. These substitutes are pre-configured at the product level and then either performed automatically or manually selected by an order admin or fulfill our user. This allows users to fulfill the order for the original sale. Price if applicable improve customer experience by delivering products similar to the desired product, and supports business models that may frequently use substitutes such as groceries. In this video, I’m going to demonstrate how to manage “Product Substitutions” during the Order Fulfillment process. In this video, I’m going to demonstrate how to manage “Product Substitutions” during the Order Fulfillment process. As mentioned in a prior video, we’ll need to make sure that we enable “Product Substitutions” on the product, and then add up to 10 products that are eligible for “Substitution” of the original product. As mentioned in a prior video, we’ll need to make sure that we enable “Product Substitutions” on the product, and then add up to 10 products that are eligible for “Substitution” of the original product. We can also add Product Substitutions on a Product Variant in the same way. Again, we can add up to 10 products that are eligible for Substitution of the original product.We fully covered Product Substitution in a separate video. We can also add Product Substitutions on a Product Variant in the same way. Again, we can add up to 10 products that are eligible for Substitution of the original product. We fully covered Product Substitution in a separate video. When we have configured Substitutions on products, we can now review how to Substitute products during the Fulfillment process. To do that, we’ll navigate to the Fulfiller menu on the “MAIN” tab, and then click “Fulfiller”. When we have configured Substitutions on products, we can now review how to Substitute products during the Fulfillment process. To do that, we’ll navigate to the Fulfiller menu on the “MAIN” tab, and then click “Fulfiller”. Product Substitutions can be enabled for “Ship To Home”, “Pickup In Store”, and “Delivery” shipments. In this example, we’ll scroll down and choose the “Accept Shipment” step of the “Ship to Home” workflow. Product substitutions can be enabled for ship to home. Pick up in store and delivery shipments. In this example, we’ll scroll down and choose the except shipment step of the ship to home workflow. On the “Ship to Home” list, we’ll select shipment number “5277”. Clicking directly on the number will open up the Ship to Home Fulfillment workflow window. On the “Ship to Home” list, we’ll select shipment number “5277”. Clicking directly on the number will open up the Ship to Home Fulfillment workflow window. On this first step of the Ship to Home Fulfillment workflow, click “Yes” to Accept the Shipment. On this first step of the Ship to Home Fulfillment workflow, click “Yes” to Accept the Shipment. On the second step, we need to Validate Items are in stock. If substitute items are available, and we change the “In Stock” value to less than the quantity that was ordered, in this case zero, a “Substitute” button will appear. On the second step, we need to Validate Items are in stock. If substitute items are available, and we change the “In Stock” value to less than the quantity that was ordered, in this case zero, a “Substitute” button will appear. Clicking the “Substitute” button will bring up the “Substitute Item(s) in stock” window. The first thing we’ll do is select the reason why this substitution is being made from a dropdown list. Clicking the “Substitute” button will bring up the “Substitute Item(s) in stock” window. The first thing we’ll do is select the reason why this substitution is being made from a dropdown list. Then we’ll adjust the “Substitute Quantity” to the amount that needs to be substituted. In this example, the value is one. Then we’ll adjust the “Substitute Quantity” to the amount that needs to be substituted. In this example, the value is one. Select if this location needs to be excluded from future assignments for the original product. This exclusion will reset the next time an inventory refresh for the original product happens at this location. Users can also choose to “Keep location excluded”, which will not reset this location availability for fulfillment on the original product, even after an inventory refresh. The exclusion will have to be reset manually in that case. Then click the “Confirm” button, and click the “Proceed to Print Packing Slip” button on the bottom left. Select if this location needs to be excluded from future assignments for the original product. This exclusion will reset the next time an inventory refresh for the original product happens at this location. Users can also choose to “Keep location excluded”, which will not reset this location availability for fulfillment on the original product, even after an inventory refresh. The exclusion will have to be reset manually in that case. Then click the “Confirm” button, and click the “Proceed to Print Packing Slip” button on the bottom left. On the third step, “Print Packing Slip”, the original product and the substituted product will be listed on the packing sheet to notify the shopper of the substitution that has been made. The product or products can now be packed and shipped to the shopper. On the third step, “Print Packing Slip”, the original product and the substituted product will be listed on the packing sheet to notify the shopper of the substitution that has been made. The product or products can now be packed and shipped to the shopper.

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Substitutions in Fulfiller UI

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Substitutions in Fulfiller UI

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