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Overview
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Sales Users can build mixed boxes from product that's in the inventory in Units, this inventory products which are in units, these will be then 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 the "Units".
- On the upper right-hand corner click on the "Build Boxes".
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Image Added - 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.
- Click on Search.
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Image Added - 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.
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Image Added - Click on Finish box, and enter the required information
Image Added - 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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