Purpose

This article provides a general overview of LightSpeed Product Overrides and Swaps.
 

Process

Product Swaps and Overrides can be used to temporarily substitute items in a pick to accommodate supply line issues or other such events.

For more information, please see the Product Overrides Basics PDF in the attachments of this article. 
 

Product Overrides

Product overrides are manually set before picking orders, and will always override one product with another when it is called to be picked. These are typically used for products that are going out of service but still appear on orders, or for known long-term shortages where products may not be available for several days or weeks.

Overrides are set by date ranges, so the calendar at the top of the page will allow you to select dates and see what overrides are (or were) active for any given date range. By default, historical overrides are removed after 3 months following the end date of the override. Overrides are pruned using the same process as historical orders, to save disk space on the server.

1. Login to LSAdmin
    
2. From the main menu, select Lightspeed Settings, then select Product Overrides from the resulting drop-down menu.
   
   
3. Select the zone for the product override. All the overrides that currently apply to that zone will be shown. To add a new override, select the Add New Override link on the bottom-left.
   
   
4. Select the product to be overridden from the box on the left in the new popup, and the product to override it with on the right. The start date can be selected from the left dropdown, and the end date on the right. It is possible to set overrides in the future, if desired.
   
   Note- As of LightSpeed Version 3.8.0.3, Specific Zones do not need to be selected to Complete Provider Overrides for those individual zones. When the Show All Products feature is selected, it will display all products in all zones to complete product overrides in zones other than the one selected.
   
   
5. Once the items to override and the dates for the override are selected, click Save in the bottom right. This will then navigate back to the override page, with overrides for today’s date visible. If the override is set for the future, click that date on the calendar to view overrides for that date.
   
   
6. To remove or change an override, click on the Edit link on the right side of the override’s information, and make any changes. If editing the data, then click Save.
    

Suggested Product Swaps

Product swaps are set up before picking orders, but are optional for the picker, and exist mainly to replace products in the case of a temporarily out-of-stock product.

1. To use product swaps, select Lightspeed Settings from the main menu, then Pick Zone Edit from the resulting drop-down menu.
   
   
2. In the column for the zone, select Allow Product Swap.
   
   
3. With that enabled, configure the suggestions themselves by navigating to Lightspeed Settings in the main menu, and selecting the Product Suggested Substitutions option from the drop-down list.
    
4. Search for a product in the top / “Products” box, select it, then click “Add” in the top left. Add substitution suggestions to the product through the bottom box. In this example, the selected product (DOUBLE CHEESEBURGER – 16 – F) is allowed to swap to the product CHEESEBURGER – 16 – D.
   
   

Product swaps will appear on the iPads as a button labeled Product Swaps during picking. This can also be done through the Product Placement menu by selecting View Product List. If the user does not have any of the requested item, or needs to swap for some other reason, they can press this button, and then select an item from a list which will appear. They will then be prompted to pick that instead.