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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.

Noteinfo
titleInformation

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

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

Go to the "Actions" column
Ui steps
  • Go to Setup > Then select Products tab
    • sizesmall
    Ui step

    Go to Setup > Then select Products tab

    Ui step

     Go to the "Actions" column and click on the Edit

    link

     link next to the product wanted.

    Image Removed
    Ui step
    The

     The Add product window will pop up. In

    the

    the Rollup Product

    field

     field enter the name of the product to be shown when opening boxes for that product.

    Image Removed
    Ui step
    Finally

     Finally, click

    on note

    on Save.

    Ui step

    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.

    Image Added

    Rollup Product Multilocation Companies

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

    Ui steps
    sizesmall
    Ui step

    Go to Setup > Settings.

    Ui step
    Click

     Click on the Locations tab and choose the location.

    In
    Ui step

     In the Order Entry section,

    click

    click on Sell by Units.

    Ui step
    Confirm

     Confirm the Sell by Units checkbox is checked.

    Ui step

     Check the Rollup Product By Location box and click on Save.

    Image Removed

    Image Added

    Panel
     
    title
    Relevant
    Related Articles
    panel

    Filter by label (Content by label)
    showLabelsfalse
    max10
    showSpacefalse
    cqllabel in ("sales-by-units","products")
    labelssales-by-units, products