Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
topofpage
topofpage

Excerpt

This article contains the steps you need to follow to enable and customize the Unit Inventory Management feature.

Tip

User Roles: Admin.

Table of Contents

Table of Contents
minLevel1
maxLevel2
excludeTable of Contents

Requirements

To successfully implement UIM in your operation, you will need the following requirements:

  • Scan gun. A minimum of one scan gun is required to process open boxes.

  • Label printer. A label printer for order checkout and shipping is required.

  • 2”x2” size labels for the Bunch Labels.

  • 4”x3” size labels for the Open Box labels.

  • Have the “Sell by Units Only” and the “Allow Overselling” settings deactivated.

  • If you are a multi-location company, you must set up this feature in each location.

  • Complete the setup described in this article.

Info

When UIM is enabled, UPC labels will be replaced by Open Box and Bunch labels and the system will add a suffix (UBC) to the label codes to help you distinguish bunches from the unit inventory.

Considerations

When a company adopts Unit Inventory Management, they are committing to new rules that change their workflow.  These new workflow processes are an essential part of implementation training, where achieving real “Buy-In” is a must. When enabling UIM, consider the following statements:

  • The cooler is divided into O/M and Presold sections. (Wholesalers with large walk-in traffic will also benefit from having an additional O/M section not accessible by the public.)

  • Boxes and bunches that have not been received in the system cannot be touched.  Breaking this rule may result in the same item being sold twice and/or require an unscheduled full physical inventory to correct the inventory.

  • Salespeople must register sales from the system before they pick any items from the cooler.

  • Sales users should be granted access to the Shipping Tab/Order Summary to see any short ships in detail quickly.

  • Over-selling would conflict with eCommerce and remote selling inventory and is, therefore, not allowed. For companies using overselling, this will be a major change in workflow and habits.

Back to top


Step One: Enable the UIM Feature

To begin managing your live inventory in units, you must first enable and set up the UIM from the company’s settings.

To enable UIM, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on Unit Inventory Management from the Inventory group of settings.

  3. Check the box in the modal to enable the feature.

  4. Select if you want to include Vendor information on the bunch labels.

  5. Select the date that will be displayed on the bunch labels.

  6. Select if you want to encode the date on the bunch labels.

  7. Click on Save.

When you enable UIM, the system will create a new carrier named POS CHECKOUT with the carrier code POS Checkout. When products are scanned or marked as shipped from the order entry, the system will assign this carrier to those products.

Info

For Multi-Location Companies:

The UIM feature is managed on a location basis; you will find the Unit Inventory Management settings in the Setup > Settings > Locations tab.

Back to top


Step two: Set up the Default Printer

To have the system automatically print bunch labels, you must set the default printer for the bunch labels.

To set a default printer, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on Manage Remote Printers from the Shipping group of settings.

  3. Click on Add new printer.

  4. Add the name of the printer.

  5. Select Bunch Labels as the document type.

  6. Optional: Modify the number of copies you want to print for these labels.

  7. Check the Default box and click on Save.

Once the default printer is set, the system will automatically print the open box labels when opening boxes from the Inventory Summary and Add Order screens.

Info

You do not need to set a Carrier when setting up the printer for UIM.

Back to top


UIM Settings

There are many ways you can customize your UIM operation with settings. You can read the settings in the following image to get an idea of what you can modify.

To manage the UIM settings, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on Unit Inventory Management from the Inventory group of settings.

  3. Make your modifications and click on Save to store the changes.

Info

For Multi-Locations Companies

This setting is managed individually for each location. You can find this setting in the Locations tab if you are a multi-location company.

image-20240506-202955.png

Back to top


Filter by label (Content by label)
showLabelsfalse
max5
titleRelated Articles
cqllabel in ( "api" , "kb-how-to-article" )