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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.

Ui steps
sizesmall


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

therollup

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.

Confirm


Ui step

 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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