Overview
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The system allows users to enable the option to sell by units only. To have this option enabled on the system for One-Location and Multi-Location companies, please refer to Sell By Units Setting. Only users with Admin, Credit Manager, Sales, Sales Allocation, and Sales Manager roles can access this option. |
How Does this Option Work?
Once the sell by units only setting is enabled. Follow the instructions given below to add products to an order. The system will look for the available products in the units inventory and add them to the order. In case there are not units available, the system will create and add them to the order.
- The system will take into account the rollup product while creating additional product.
- The cost of new product lines created through this process when there are not units available, will be the average cost of the last 10 identical items that were available in the inventory during the past 6 months. In case the product was not in the inventory during the past 6 months, the cost will be set to zero.
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Once the user has this option enabled on the system when creating orders, the system will show the Add Units button instead of the Add Items button.
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You can also edit the number of units in the invoice both in stems or bunches.
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When the Sell by Units Only setting is enabled, the system will display an option that allows to show only products associated to a price list for the selected customer when adding products to an order from the Order Entry screen.
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How to Invoice Additional Units?
In case you want to invoice additional units to those available in the units inventory, enabled the setting Unit Sales - Sell Over Availability Quantity. Follow the instructions given below to add products to an order. The system will look for the available products in the units inventory and add them to the order. In case there are not units available, the system will create and add them to the order, considering the following rules:
- The system will take into account the rollup product while creating additional product.
- The cost of new product lines created through this process when there are not units available, will be the average cost of the last 10 identical items that were available in the inventory during the past 6 months. In case the product was not in the inventory during the past 6 months, the cost will be set to zero.
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