How to Run a Product Substitution Report [Step-by-Step guide]

This report provides a list of product variants, that lack sufficient quantity to fulfill outstanding orders, including use of alternate SKUs, if setup.

The report is filterable through the use of the Advanced Filters within the Sales Orders page for order status, order date range, and last action message. If used, these filter settings will be displayed at the top of the report. This report can also be used in conjunction with the Product Variant Sales Order Rule to manually batch process product substitutions for backorders.

To run it, you will have to:

1. Access Sales Orders 

2. (Optional) Filter the orders using Advanced Filtering, selecting the Order Status, Created Date Range, and Last Action Message Type and Apply; This will return a list of outstanding orders that lack sufficient inventory to allocate and create shipments

3. Select Product Substitution Report under Reports

A Report will be generated and downloaded as a CSV file to your local system. When opening the report, you will see Advanced Filter Settings (if used), and a list of product variants that lack sufficient quantity to fulfill outstanding orders, as in the following samples:

Sample of Report with Advanced Filtering

Sample of Report without Advanced Filtering