Overview

Excerpt
The system allows the user to add a specific product name to products to be used after these are converted from boxes to units.

This option is for companies needing their products to have a different name once the box is opened and converted into units.

Go to Setup > Then select Products tab
Go to the "Actions" column and click on the Edit link next to the product wanted.
The Add product window will pop up. In the Rollup Product field enter the name of the product to be shown when opening boxes for that product.
Finally, click on Save.
The Roll Up Product Name will appear once the box is manually opened from the Order Entry screen or when the box is automatically opened.

Note

Please note: For Multilocation companies, there is an option to configure the rollup product by locations. To do so, please follow these steps:

Go to Setup > Settings >> Order Entry section.
Click on Sell by Units link.
Confirm Sell by Units checkbox is checked.
Enter the locations where you don't want to use the rollup option and click on Save button.

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Note

Note
This field will be only available if the company has the Sales by Units enabled.