Versions Compared

Key

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

Overview


Excerpt

By using the Product pack Pack Defaults the system will automatically load the unit type, bunches, and stems/bunch after the user selects a product and a box type when creating Prebooks and Standing Orders.



Setting How to Set up the product pack defaultsDefault Product Packs?

Keep in mind that in order to make the system populate the packs pack's information it is necessary to configure this option first.

Ui steps
sizesmall


Ui step

Go to Setup > Settings and under the Inventory menu click on the Product Pack Defaults link.


Ui step
The

 The activation option will show, check the box to enable the product pack defaults.


Ui step
Pay

 Pay special attention to the second option:

  • Choosing "Will":
the
  •  the system will save the pack specifications for items that are being entered into the system for the first time. This means that whenever there is a product without pack specifications under
the Setup
  • the Setup > Products > Default Product Packs
screen
  •  screen, the system will save the pack information used on any order where the product was entered for the first time.
  • Choosing "Will not":
the
  •  the system will not save the product packs values that are being entered for the first time. In this case, the pack specifications will have to be entered directly through
the
  • the Setup > Products > Default Product Packs
screen
  •  screen.
Image Removed

Image Added

 

Tip

The system will now load the product pack information when creating Prebooks and Standing Orders.

Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
labelsproducts



Adding default packs

How to Add a Default Product Pack?

To manually add default product packs please follow the steps below:

     2. Click
Ui steps
sizesmall


Ui step

Go Setup > Products and click on the default product packs link.

 


Ui step

 Click on the Add Default Pack button.

 

Image Removed

tip

Image Removed

 

 


Ui step

 Type in the product pack default information and click on Save.

Image Added

Tip
titleHow to Edit a Product Pack?

Product pack information can be edited and deleted by going under the Actions column on the product pack page.


How to Default Product Pack Work When Selling By Units?

When the product pack es Stem, the system will only allow salespeople to enter multiples of the packing (Stems/Bunch) in the Quantity to sell field:

     3. Type in the product pack default information and click on Save.

 

Image Added

                                                          


Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "products" , "factor" , "product-packs" )
labelsproducts, product-packs, factor


Info
titleBox Factor for E-commerce

The factor determines the quantity or percentage which a given product, in a specific pack, fills in box type. This option will be useful for companies having the Vendor Availability activated for E-commerce.


We've encountered an issue exporting this macro. Please try exporting this page again later.