Process a Bulk Publisher Substitution
How do I handle a publisher substitution?When you receive a substitution from a publisher, substitute the item on the PO in CourseTracks Receiving. Substituting the item on the PO means the item is no longer on order from a vendor and OMS will send the customer orders to SODA and place them in Backorder status for the originating store.
Once the orders are listed as backorders in SODA, you can use the bulk processing procedure to substitute the new item to all the orders.
What do I do if an item is not available?In addition, if you know an item will not be available from a vendor (even by means of a publisher substitution), cancel the line item or PO in CourseTracks. Canceling the item allows OMS to send the orders to SODA in backordered status. Once these items appear in the SODA Backorder Allocation screen then you will need to cancel the backorderd item by SKU.
How do I substitute an item on a CourseTracks PO?For instruction on substituting the item on the PO, refer to the Add a Substitute Item to a Finalized Receipt topic.
Once the orders are listed as backorders in SODA, use the bulk publisher procedure to substitute the backordered item with a new one.
What if a customer's order is for a used book?The SKU that will be substituted for a publisher is always a new book SKU. Customer backorders for a used book will be only selected for bulk substitution if the customer flagged OK to Substitute.
Important: At the present time, any orders for Rental will NOT be bulk substituted.
Bulk Publisher Substitution Procedure
- Display the SODA main menu.
- Select the Publisher Substitution option.
The Publisher Substitution – Item Selection screen is displayed.
- If the store number does not appear in the Store field, type the store number.
- In the Enter Backordered SKU field, type the backordered SKU for either the new or used copy.
- Press Enter.
The information for both the used and new SKU is displayed.
- Click Review Orders .
The Publisher Substitution – Review Orders screen is displayed.
- In the Enter Substitution SKU field, type the SKU that will be substituted. Enter New text SKUs only.
- Press Enter to find the substitution SKU.
- To run the substitution procedure, click Run Substitution.
Important: At the present time, any orders for Rental will NOT be bulk substituted.
