Distributors commonly offer customers a different product if the ordered item is out of stock, or a cheaper product with the same functionality is available. This is product substitution. Distributors should consider substitutions to improve customer satisfaction, margins, and inventory management. Standard Dynamics 365 for Finance and Operations are limited to offering alternate items only if an item is not available in inventory.
But distributors need more flexibility; this app empowers distributors to create rules that offer alternatives based on relative margin, customer satisfaction and other factors, rather than just when an item is out of stock. The ENAVATE app applies these rules seamlessly during order entry.