Project Settings
In order to add an alternate, you will need to have the Alternates & Exclusive Brands preference set to Yes when uploading your project. If the project is already uploaded, you can click on Project Settings to change it.
Please see the article linked below for more details on the Add EB Alternate and Priority Automatch options:
Alternates & Exclusive Brands Setting
Adding a new Part
To add new part numbers as alternates, click on the Quoted Part Number cell for the appropriate line and navigate to the Alternates tab. Fill in the appropriate information as necessary. Then click Save.
Adding an Existing Part
To add existing Vallen part numbers as alternates, locate the appropriate part under the Multiple Vallen Matches, Did You Mean?, Part Cross References, or Advanced Search tabs. Then click on the "Add" button on the line item you want to add as an alternate.
- Selecting “Replace” will replace the current part in Quoted Part # column with the selected record.
- Selecting “Add” will add the record as an Alternate to the current line item. Note that the “Add” button will only appear when the Alternates Allowed setting is set to “Yes.”
- Selecting “Replace” will replace the current part in Quoted Part # column with the selected record.
- Selecting “Add” will add the record as an Alternate to the current line item. Note that the “Add” button will only appear when the Alternates Allowed setting is set to “Yes.”
When alternates are added to a line item, they'll display underneath the original line item. The Req. Part Number and Req. MFR/Vendor columns for the alternate part will be shaded out. There will also be an 'AL' status applied to the original line item.
Alternates lines will contain their own statuses, and these statuses can be changed. However, these statuses will not count towards the overall count in the Filter by Status section of the Filter Toolbar. You can filter your list by only the lines that have alternates by clicking the 'AL' status filter.
Additionally, alternates can also be assigned independent of their parent line item or other alternates that are added to the same parent line item.
Removing an Alternate
To remove an alternate, simply select the checkbox beside the alternate you're looking to delete and click on 'Remove':