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Overview


Excerpt

Users can build mixed boxes from inventory products which are in units, these will be added to the order when the user is invoicing.


Warning
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titleKeep in Mind

The setting Allow Building Boxes from Units must be enabled.

Instructions

Follow these steps:


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Go to Order Entry > Add Order.


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Fill in the General Order Information


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Click on the "Add Items" green button.


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The Inventory window will pop-up, click on "Units". 


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On the upper right-hand corner click on the "Build Boxes".


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The "Add Mixed Boxes" window will pop-up, fill in the Item Information


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In the Breakdown Information grid, use the filters "Product" and/or "Vendor" to start building the box. 


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Click on Search.


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On the "Bunches to Add" column, enter the quantity that is going to be added and enter the "Price" of the product if needed.


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The product selected will then appear on the right side of the grid.


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Click on Finish box, and enter the required information


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The user may "Delete" the line item if needed under the Actions column. 


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Once done building the box, click on the "Finish box" green button.


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The order will then be created and the breakdown with a star symbol to notify the product comes with a breakdown. 


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Click on the star to show the products within that product line. The next video will walk you through the process.

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Panel
titleRelated Articles

Filter by label (Content by label)
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cqllabel in ( "units" , "inventory" , "order-entry" , "boxes" )
labelsorder-entry, units, boxes, inventory


Info
titleRemember that:

You can also specify a vendor for the built box from the Allow Building Boxes from Units setting.


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


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