UIM - Add an Order in Units

Owned by Andres Toledo, created
May 06, 2024
2 min read

In this article, you will learn how to create an order in units when your company has UIM enabled..

User Roles: Admin, Cashier, Credit Manager, and Sales Users.

Table of Contents

Creating an Order in Units

To create an order and prepare a shipment in units, do the following instructions:

  1. Go to Order Entry and select Add Order.

  2. Add the order information.

  3. Click on Add Products.

  4. Click on the Units tab.

  5. Click on Scan Bunches.

  6. Start scanning bunches.

Products you scan will be added to a container, a group of units listed together as a single group in the invoice.

You can also manually enter the UPC number on this screen.

Are products not available?

  • Accept a swap. When the product you scanned is unavailable, the system will search for items matching the scanned product to perform a swap. You will need to accept each product swap.

  • Product is not available. If the units you want are in a closed order (paid or completed), they will not be available. 

  • Vendor Override. If the product is assigned to another vendor, you can manually override this and add it to your order as long as the order has not been paid or confirmed and there is a product available to fulfill both orders.

scan add order.gif

 

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