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Overview

Excerpt

By using the Product pack Defaults the system will automatically load the unit type, bunches and stems/bunch after the user selects a product and a box type when creating Prebooks and Standing Orders.

Setting up the product pack defaults

Keep in mind that in order to make the system populate the packs information you have to take a minute to set this option up first.

  1. Go to Setup > Settings and under the Inventory menu click on the Product Pack Defaults link.

You will find the activation option, check the box to enable the product pack defaults.

Pay special attention to the second option:

  • Choosing "Will": the system will save the pack specifications for items that are being entered into the system for the first time. This means that whenever you have a product without pack specifications under the Setup > Products > Default Product Packs screen, the system will save the pack information used on any order where the product was entered for the first time.
  • Choosing "Will not": the system will not save the product packs values that are being entered for the first time. In this case the pack specifications will have to be entered directly through the Setup > Products > Default Product Packs screen.

Tip

The system will now load the product pack information when creating Prebooks and Standing Orders.

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Adding default packs

To manually add default product packs please follow the steps below:

  1. Go Setup > Products and click on the default product packs link.                                  

 

     2. Click on the Add Default Pack button.                                        

 

Tip

You can edit and delete the product pack information by going under the Actions column on the product pack page.

     3. Type in the product pack default information and click on Save.