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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The system allows users to enable the option to sell by units only. To  To have this option enabled on the system for One-Location and Multi-Location companies, please refer to  Sell By Units Setting 

Warning

. Only users with Admin, Credit Manager, Sales, Sales Allocation, and Sales Manager roles can access this option.

Instructions:



Ui expand
titleCreate Order

Once the user has this option enabled on the system when creating orders, the system will show the Add Units button instead of the Add

Items

Items button.


Ui steps
sizesmall


Ui steps
Go to
sizesmall


Ui step

Go to Order Entry> Add Order.


Ui step

Enter the customer, the carrier, and the ship date.

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Ui step

When clicking on Add Units, the "Choose Product" window will pop-up, where the user can enter the information about the product needed in units:

 


Ui step

When adding the Product, the system will show the number of units available in the inventory next to the product name. The user can select the units available in the inventory or enter additional units if needed.


Ui step

Finally,  click

on

on Add

to

 to enter the product in units.

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Ui step

As units are added, they will appear in units per line as shown below.

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Ui step

If the user needs to delete a line order for any particular reason, go to the Actions column and select Delete.

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Ui step

A Confirmation window will pop-up asking the user to confirm the action Select Yes or No as needed. The items will go back to the inventory and the user can continue working on the order.






Ui expand
Image Removed
titleEditing the
units amount
Units Amount

You can also edit the number of units in the invoice both in stems or bunches. 

note

Info
titleKeep in Mind
  • The setting Sell by units only must be enabled.
  • The system will validate in the inventory the available amount unless you enable the setting Sell Over Available Quantity in Sell By Units Setting.

    •  

    Click on Edit in


    Ui steps
    sizesmall


    Ui step

    Click on Edit in the Actions column 

    Image Removed

          2. The next window


    Ui step

    The Edit Item window will be displayed where you will be able to edit the units quantity and the price. Click

    on

    on Save

    to

     to confirm.

      
    Image Removed

    Panel
    titleRelated Articles

    Filter by label (Content by label)
    showLabelsfalse
    max10
    sorttitle
    showSpacefalse
    labelssales-by-units, order-entry sell-units





    Ui expand
    titleDisplay Only Products from Price Lists


    Ui text box
    sizemedium

    (lightbulb) Roles enabled to perform this action: Admin, Setup.

    When

    the

    the Sell by Units Only

    setting

     setting is enabled, the system will display an option that allows

    display

    to show only products associated to a price list for the selected customer when adding products to an order from

    the Order Entry screen.Image Removed

    the Order Entry screen.

    Image Added


    Info
    titleHow to Invoice Additional Units?

    In case you want to invoice additional units to those available in the units inventory follow the instructions explained above to add products to an order. The system will look for the available products in the units inventory and add them to the order. In case there are not units available, the system will create and add them to the order, considering the following rules:

    • The system will take into account the rollup product while creating additional product.
    • The cost of new product lines created through this process when there are not units available, will be the average cost of the last 10 identical items that were available in the inventory during the past 6 months. In case the product was not in the inventory during the past 6 months, the cost will be set to zero.



    Panel
    titleRelated Articles

    Filter by label (Content by label)
    showLabelsfalse
    max10
    showSpacefalse
    sorttitle
    cqllabel in ( "sales-by-units" , "order-entry" , "sell-units" )
    labelssales-by-units, order-entry sell-units


    Ui text box
    sizemedium

    (lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations.


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