Equivalent Items are products that share similar specifications and can be used as substitutes for each other. By tagging and storing them in the Item Database, we make it easier for procurement teams to find alternative options when making purchases. These items will also be highlighted on the Procurement Report.
To search for Equivalent Items within the Item Database, simply use the search function and enter the name, purchase option, brand name, net weight, servings per purchase unit, serving size, and procurement category. The search results will display a list of items that closely match your query, with the most relevant options appearing at the top of the list.
This article provides information on how to:
Tag Equivalent Items
- Login and click on the Menu Item from the left-side navigation panel
- Locate the item you'd like to tag equivalents for and click the three dots icon on the right-hand side of the screen for the appropriate item. Click the Search Equivalents button
- Review the list of ranked results and click the check box of each item on the list to tag as an equivalent to the original item
- Note: You can select as many equivalents as desired
- Note: The item on the top of the list is the original item
- Click the Save button to save the tagged equivalents and close the Select Equivalents search
View Equivalents
- Login and click on the Menu Item from the left-side navigation panel
- Click on an Item from within the Item Database that you'd like to view equivalents for
- Click on the Purchase Options tab and view the items Equivalent Items
Remove an Equivalent Item
- From the Item Detail > Purchase Options, click the three dots icon on the far right-hand side of the screen for the Equivalent Item you'd like to remove. Click the Remove button
- Click the Remove button to confirm your selection or click Cancel to return to the previous screen
