No Subs Found Report¶

Menu Location: Products > Box Products > No Subs Found Report (also searchable from the instant search bar as "No Subs Found")

Last Updated: 2026-07-27

Overview¶

The No Subs Found Report shows customers and orders for the current week's cycle where a product on the customer's "No" (dislike) list is still sitting in their box, and the system was not able to automatically swap it out for something else.

As the page itself notes: customers can undo a system-made sub, or sub in something from their own "No" list on their own, so this list is a starting point for review, not a guarantee that every row still needs attention.

What you can do here:

See which open orders this week still contain a disliked item
Narrow the list to Promo-only or Normal-only box orders
Hide orders where the customer has already made their own manual sub
Re-run the automatic substitution attempt for every open order this week ("Fix those subs!"), optionally emailing customers whose order changed

Page Layout¶

Filter Bar¶

Box Type: dropdown, options are "Promo & Normal" (default, no filter), "Only Promo", "Only Normal"
Exclude: checkbox, "Exclude has made a sub" (hides an order if the customer already manually changed one of its items themselves)
Filter button, applies the above

Attempt to Fix Subs¶

A separate fieldset below the filter bar:

Email fixes to customer checkbox
Fix those subs! button

Results Table¶

A single table listing every matching order line: Cust ID, Order ID, Customer Name, QTY, and Product. There is no summary/stats block and no export option on this page.

Report Data & Columns¶

Column	Description
Cust ID	Customer ID; links to that customer's Customer Info page
Order ID	The order containing the disliked item; links to Customer Order Info for that order
Customer Name	Customer's first and last name; links to Customer Info
QTY	Quantity of the item in the order
Product	The menu item name, followed by its product classification (category) ID

Each row represents one order-line match: an item in a customer's current-week order whose product classification is on that customer's "No" list (custy_likes.pref = 0), on an order that isn't cancelled.

Filters & Search Options¶

Box Type: filter to Promo-type box orders only, Normal-type box orders only, or both (default)
Exclude has made a sub: when checked, hides any order where the customer has already manually swapped an item themselves (so you only see orders nobody has touched yet)

There is no date-range picker, route filter, product-category filter, or resolution-status filter on this page. The report is always scoped to the current week's order cycle.

Fixing Subs¶

Purpose: Re-run the automatic substitution logic against every currently open order for the week, trying again to replace each disliked item.

Steps:

Check Email fixes to customer if you want affected customers notified by email of any change made to their order
Click Fix those subs!
The system scans every open order for the current week's cycle. For each disliked item found, it looks for an in-stock, sub-eligible product (in the same fruit or veggie box category, not itself on that customer's "No" list, and priced so the swap works out) and swaps it in
A confirmation message reports how many subs were fixed and, if emailing was selected, how many customers were notified

If a customer's order changes, they receive an email along the lines of: "Whoops! We made a few changes to your order because our subbing machine didn't work..." listing what was replaced.

Note: whether a specific product is eligible to be used as a substitute at all is controlled on that product's own edit page in Products (the "Sub?" field), not on this report.

Common Use Cases¶

Weekly Review Before Packing¶

Goal: Catch any current-week orders that still contain a disliked item before boxes are packed.

Steps:

Open the report before pack day
Check "Exclude has made a sub" to hide orders the customer has already fixed themselves
Review the remaining rows
Click Fix those subs! (with "Email fixes to customer" checked if you want customers notified) to attempt another automatic pass
Re-open the report to confirm the list has shrunk; anything still listed needs a manual look at that order

Troubleshooting¶

An order is listed but doesn't seem to need fixing¶

The customer may have already made their own manual sub. Check "Exclude has made a sub" and re-filter, that hides orders where the customer already changed the item.

"Fix those subs!" didn't clear an item off the list¶

The system only swaps an item if it finds an in-stock, sub-eligible product in the same box category (fruit or veggie) that isn't also on the customer's "No" list, and whose value works out for the swap. If no such candidate exists this week, the item stays on the report and needs a manual fix on the order itself.

Report is empty but you know a customer has a disliked item in their box¶

The report only covers the current week's order cycle and excludes cancelled orders. A prior week's order, or an order that's been cancelled, won't appear here.

Products (kiv/product_classifications_active.php)
Box Products (kiv/build_menu.php)
Sub Popularity Report: see the most popular subs customers make
Sub Un-Popularity Report: see the least popular things customers sub out

FAQs¶

Why didn't the system automatically substitute?¶

It only swaps in a product that's in stock, marked eligible as a sub ("Sub?" = Yes on that product's edit page), in the same box category, isn't also on the customer's "No" list, and whose cost makes the swap work. If nothing qualifies, the item is left for manual handling.

Where do I control whether a product can be used as a substitute?¶

On that product's own edit page in Products (the "Sub?" field), not on this report.

Does this report include every substitution the system has made?¶

No, it only lists items still on a customer's "No" list that the system has NOT yet been able to sub out. Subs the system already made successfully don't show up here.

Can customers see this report?¶

No, this is admin-only.

Change Log¶

2026-07-27¶

Rewritten to match the actual page (kiv/reports/no_sub_found.php): removed invented date-range/route/status filters, export options, sort options, resolution workflow, summary statistics, and the fake permissions/role-tier matrix that do not exist on this page.

2026-03-01¶

Initial documentation created

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.