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Overview
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Users can build mixed boxes from inventory products which are in units, these will be added to the order when the user is invoicing. |
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The setting Build Boxes from Inventory Units must be enabled. |
Instructions
Follow these steps:
- Go to Order Entry > Add Order.
- Fill in the General Order Information.
- Click on the "Add Items" green button.
- The Inventory window will pop-up, click on "Units".
- On the upper right-hand corner click on the "Build Boxes".
- The "Add Mixed Boxes" window will pop-up, fill in the Item Information.
In The Breakdown Information grid, use the filters "Product" and/or "Vendor" to start building the box.
Info title Remember that: You can also specify a vendor for the built box from the Allow Building Boxes from Units setting.
- Click on Search.
- On the "Bunches to Add" column, enter the quantity that is going to be added and enter the "Price" of the product if needed.
- The product selected will then appear on the right side of the grid.
- Click on Finish box, and enter the required information
- The user may "Delete" the line item if needed under the Actions column.
- Once done building the box, click on the "Finish box" green button.
- The order will then be created and the breakdown with a star symbol to notify the product comes with a breakdown.
- Click on the star to show the products within that product line.
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