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.

Info

title	Information

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.

Ui steps

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Ui step
Go

to

to Setup

>

> Then

select Products tabGo to the

select Products tab

Ui step
Go to the "Actions"

column

column and click on the Edit

link

link next to the product wanted.

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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.

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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.

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

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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.

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Panel

title

Relevant

Versions Compared

Old Version 8

New Version Current

Key

Overview

Rollup Product Multilocation Companies

Page Comparison

Versions Compared

Old Version 8

New Version Current

Key

Overview

Rollup Product Multilocation Companies