Add Alternative Products to a Product
Open the product you want to add alternatives for.
Click the pencil icon in the top-right corner to edit.
Scroll to the Alternative Products field.
Choose the products you’d like to suggest as alternatives.
Substitute a Product in an Opportunity
If you need to replace a product on an opportunity:
Open the opportunity.
Find the item you want to swap.
Click the blue arrow next to the item.
Select Substitute.
This opens the Substitute Opportunity Item page.
1. Review Existing Item Details
Here you’ll see:
The original product’s description
Pricing and discounts
2. Select an Alternative Product
Choose a substitute from your list of existing alternatives.
Need to add a new one? Click Edit alternative products to update your list.
Decide whether to:
Copy over the existing product description
Carry accessories from the original item using the toggle
3. Update Substitute Item Details
Once you’ve chosen your new product:
Set the transaction type, description, and pricing.
The rate definition for the alternative product will apply to the substituted item.
Optionally:
Mark it as sub-rented stock
Select new accessories
Note: Any mandatory accessories linked to your alternative product will automatically be added to the opportunity.