Enable the Sales by Unit Option

To enable selling by units, do the following instructions:

1. Go to Setup and select Settings.

2. Click on Sell by Units from the Order Entry group of settings.

3. Check the Sell by Units box.

4. Configure the settings.

5. Click on Save.

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Sell by Units Options

The system will only allow users to add units while creating orders from the Order Entry > Add Order screen when this option is enabled. Boxes and hard goods will not be available. 

To enable this setting, do the following instructions:

1. Go to Setup and select Settings.

2. Click on Sell by Units from the Order Entry group of settings.

3. Enable the option Sell by Units Only.

4. Click on Save. 

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Show Products Associated to a Price List

When the Sell by Units Only setting is enabled, the system will display an option to display only products associated with a price list for the selected customer when adding products to an order from the Order Entry screen.

Keep in mind that this option only works for price list type All or Open Market and will take into account the season that applies for the Order Date selected. Master Price Lists will not be taken into account.

This is how a salesperson will see the available products from the Order Entry. Note that the products displayed also change when the order date is changed since a different season or price list might apply to the customer. In any case, the system allows the display of all the available products.

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Sell by Units Setup

The user can choose how the units will be priced when a box is opened to sell by units by going to the Sell by Units Options.

There are 2 options for pricing:

• Unit price should: Be changed to the price of the last same item that was sold as a unit.

• Unit price should: Remain the same as the price of the unit within the opened box.

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Automatically move Open Market Boxes to the Inventory in Units

The system allows you to choose whether open market boxes should be transferred to inventory units automatically once they are confirmed in the Staging Area.

Info: When this setting is disabled, Prebook in units must be billed as boxes, and Automatic Billing is enabled; the system will only open the boxes with units already presold once they are confirmed in the Staging Area.

1. To have this option enabled, go to Setup > Settings > Order Entry Settings >Select Sell by Units 

2. Check the box to enable the option "Automatically move open market boxes to inventory in units" and click on Save. 

Make an exception to this setting

If you keep this option enabled, the system allows you to prevent opening the boxes once they are confirmed in the Staging Area.

This option can be enabled by checking the option Don't Open that will appear while creating a PO Standalone or a Standing Order for future sales customers.

By checking the box, the box won't be opened once it is confirmed in the Staging Area. Remember, you can also check this option before you confirm the box in the Staging Area by editing the line.

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Allow setting Discount per Line

This option allows you to set up a discount per line for items in units while creating or editing an invoice from the Order Entry screen. The discount set per line will override the discount applied to the entire order. For further information on this process, read Invoice Units.

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Print Distribution Labels upon Confirmation

Once you confirm a product from the Staging Area, you will be able to print the distribution labels automatically.

1. Go to Setup and select Settings.

2. Click on Sell by Units from the Order Entry group of settings.

3. Check the box to enable Automatically print the distribution labels upon confirmation.

4. Click on Save.

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Units Inventory Behavior Control

This setting allows personalizing the way the inventory is presented when an inventory adjustment has been carried out. There are two options:

• Replace the total number of bunches in the inventory:  When this setting is enabled, the system will replace the original bunches with the adjusted bunches amount.

• Reduce or increase the total number of bunches in the inventory: The value users enter in the Adjusted Bunches column, will be deducted from the amount in the Original Bunches column, and the result of this difference will be added to the number of bunches of the product available in the current inventory.

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Show Vendor

By enabling this option, the system will keep the vendor information in the product lines in units resulting from opening a box. Salespeople will be able to see vendor information on sales screens.

Once the setting is enabled, an additional column named Vendor will be displayed while adding units to the order. Users will also be able to filter products by the vendor. This column will also be visible or hidden from the Allocation View >> Available Items screen.

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Separate Product Lines by Price

By enabling this option, the system will separate product lines into units when they are the same product and have different prices. If it is disabled, the system will group the same products with different prices.

When this setting is enabled, the system will separate product lines by price, as in the next example. On the contrary, if the setting is disabled, the system will group all identical products, even if the price is different. Notice the system displays the highest price:

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