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Substituting New Item Numbers for Old Numbers

You have a new item number that you want your customers and CSR's to use in place of an old, obsolete item number.  Here are some things you can do:

For ecommerce:
  • Go into Warehouse Management | Item Edit for OLDITEM
  • In Long Description tab
    • Add text like: "This item has changed it's part number. Please see NEWITEM."
    • Create a link on NEWITEM so you can click on it and go to that item page
    • Enlarge the font and make it bold so it stands out on the page
    • This will announce that the item number has changed and allow customers to go directly to the NEWITEM item page
  • In Roles tab
    • Uncheck Buy Permission for Anonymous and Default
    • This will prevent a customer from adding the OLDITEM to the cart
  • In Up-Sell/Cross-Sell tab
    • Add NEWITEM to the Up-Sell Items box
    • This will allow customers to immediately add NEWITEM to the cart
    • CAUTION: Don't use Cross-Sell, you have to use Up-Sell

For Customer Service | Order Entry:

  • Go into Warehouse Management | Item Edit for OLDITEM
  • In Item Setup tab
    • Set Activity Code = Obsolete
      • This will notify the CSR that the item is Obsolete if they try to add it to the order
    • In Item Description1 box, enter text like,  "OBSOLETE - Use NEWITEM"
      • This will show the CSR the new item in the Item DDL when they type in the old item