Overview
The system allows the user to add a specific product name to products to be used after these are converted from boxes to units.This option is for companies needing their products to have a different name once the box is opened and converted into units.
- Go to Setup > Then select Products tab
- Go to the "Actions" column and click on the Edit link next to the product wanted.
- The Add product window will pop up. In the Rollup Product field enter the name of the product to be shown when opening boxes for that product.
- Finally, click on Save.
- 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.
Please note: For Multilocation companies, there is an option to configure the rollup product by locations. To do so, please follow these steps:
- Go to Setup > Settings >> Order Entry section.
- Click on Sell by Units link.
- Confirm Sell by Units checkbox is checked.
- Enter the locations where you don't want to use the rollup option and click on Save button.
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This field will be only available if the company has the Sales by Units enabled.