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Swapping items (alternative items)

Set up alternative items on an item, then swap one item for another on a quotation or job/sales order, including items from the full item list.

Alternative items (or swappable items) can be set up in the item edit screen, imported from Excel, or, more conveniently, swapped on a Quotation, Job/Sales Order, etc., and the system remembers what was previously swapped.

Set up alternative items

1. To set up an alternative in the item click "Go To"

Zigaflow Dashboard with the Go To menu highlighted in the top navigation bar, above the Recently Created Quotations panel

2. Click "Items"

Zigaflow Dashboard with the Go To menu open and the Items option highlighted at the top of the dropdown list

3. Edit the item to add alternatives

Item list row with Purc. Acc. Code, Free Stock, Cost and Price columns, with the edit (pencil) icon highlighted

4. Click "Alternative Items"

Item record tabs with the Alternative Items tab highlighted next to Associated Items, below the Prices table

5. Click "Add Alternative"

Alternative Items tab of an item record with the Add Alternative button highlighted above the list of linked items

6. Click "Add" to each item to set as an alternative

Product list with codes and prices, highlighting the Add button on item 324240-F17 to set it as an alternative item

7. Close the form when done

Add Alternative Items dialog showing an "Added!" confirmation, with the close X button at top right highlighted

Swap an item on a quotation or job

8. To Swap an item on a Quotation, Job/Sales Order, etc.. click on the menu for the item to swap

Quotation line items table with the Menu button highlighted for line 3, the 114209 Stock Product item to swap

9. Click "Swap"

Item line context menu on the items grid with the Swap option highlighted, just below Add Associated

10. If an item is not available in the initial list, click on "Search Items List"

Swap dialog listing two alternative items with Swap buttons, and the Search Items List button highlighted at bottom right

11. Add the required item from the full item list

Full item list with purple Add buttons in each row, the Add button for item 324240-F17 highlighted with an orange circle

12. This item has been swapped into the place of the original one

Line items table with row 3 highlighted, showing the swapped-in item 324240-F17 in the original item's position

13. When items are swapped, Zigaflow adds them to the alternatives list to make it quicker to swap from this screen

Swap dialog listing a previously swapped Task Chair (Used) alternative item, with its Swap button highlighted

Learn more: quotes in Zigaflow

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