Giving Clear Substitution Instructions
A substitution can change dimensions, packaging, materials or the retail assortment even when the replacement seems broadly similar.
Practical Considerations
State which changes require the buyer's review and how that review will be requested. Keep the instruction practical: staff need to know whether an alternative can be accepted and who can decide.
Suggested Procedure
- List specifications that must remain the same.
- Identify the person who can review alternatives.
- Record any approved change in the order file.
Illustrative Example
A replacement storage basket may have the same color but a wider handle projection. That could prevent it from fitting the intended fixture, so the change needs more than a color comparison.
Points to Check
A substitution instruction is useful only if it accompanies the accepted order and is acknowledged in the purchasing discussion.
Working Record
Use the order confirmation review to put the relevant information in one place. You can complete it in your browser, save a text copy or print a blank form for use in the store. Entries are not submitted to DataHalcyon.
Open the order confirmation review »
Related Information
Examples are provided for planning purposes and are not quotations, promised results or terms of sale. Confirm the arrangements for each purchase with the parties involved.