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How to: Display pack quantity on Purchase Orders

Created:   |   Updated:

ShippingEasy allows you to create purchase orders for products that come in packs of varying sizes. By selecting to display the pack quantity on your purchase order you reduce the risk of your supplier incorrectly packaging your order.

NOTE: the "Quantity (Packs)" value displayed on your purchase order is a read-only value. It should be used to indicate the pack size of your product to your suppliers. It will not affect the unit cost of your products.

How to: Display pack quantity on new Purchase Orders

  1. Access the CREATE PURCHASE ORDER page from the navigation menu. Click the INVENTORY tab on the blue navigation menu and select PURCHASE ORDERS from the drop down menu.
  2. Then select the + Create Purchase Order button.
    create_purchase_order_button.PNG
  3. The CREATE PURCHASE ORDER page will populate with a few required fields an a few optional fields. Scroll down to the "Purchase Order Items" section.

    create_purchase_order.PNG

  4. Use the Product search to look up your saved Products by SKU or name.

  5. Check Display pack quantity on purchase order.

  6. Two quantity fields will now be displayed: Quantity (Units) and Quantity (Packs).

    • Quantity (Units) - this field indicates how many individual items will be ordered.
    • Quantity (Packs) - this field indicates how the Supplier should package the units.
    Update the values for each of these fields. In the example below, we are ordering 10 Chlorine Power Packs, which will be packaged into 5 packs of 2 units each.


    NOTE: if the "Quantity (Packs)" is equal to 1 then this field will not be displayed on the final PDF PO generated in ShippingEasy.
  7. Select Create Purchase Order.
    create_a_purchase_order_button.PNG

How to: Display pack quantity on existing Purchase Orders

  1. Navigate to the INVENTORY tab, then select the PURCHASE ORDERS page from drop down menu.
  2. On the PURCHASE ORDERS page, locate the purchase order you wish to update. Then click on the blue PO ID.
  3. On the Purchase Order details page, scroll down to the "Purchase Order Items" section.
  4. Use the Product search to look up your saved Products by SKU or name.
  5. Check Display pack quantity on purchase order.
  6. Two quantity fields will now be displayed: Quantity (Units) and Quantity (Packs).
    • Quantity (Units) - this field indicates how many individual items will be ordered.
    • Quantity (Packs) - this field indicates how the Supplier should package the units.
    Update the values for each of these fields. In the example below, we are ordering 10 Chlorine Power Packs, which will be packaged into 5 packs of 2 units each.

    NOTE: if the "Quantity (Packs)" is equal to 1 then this field will not be displayed on the final PDF PO generated in ShippingEasy.
  7. Select Save Purchase Order.
    save_purchase_order_button.PNG

 


Related articles:

How to: Associate Suppliers with Product SKUs
How to: Create a Purchase Order
How to: Export a Purchase Order
How to: Receive stock on a Purchase Order
Inventory Management FAQs


Comments

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  • Avatar
    Evan Meinerts

    Is there a way to save a case pack quantity to each SKU? That way on items that the supplier dictates the case pack size we can know when creating the PO how many have to be ordered to keep a full case pack.

    Typing in the value each time would be useful if we have to tell the supplier how to pack them, but more often for us it is the supplier (or just the product size) that dictates how big a case pack is. It would be nice to be able to save that value on each SKU in inventory in a dedicated field (currently if we want to do this we have to save it in the 'Warehouse Bin Location' field so that the value shows up on a general product catalog search).

  • Avatar
    Melody H. [ShippingEasy]

    Hi Evan,

    Thank you for your message!

    What you describe is something we currently do not support but I can see how that would be useful in your workflow.   I recommend posting your request in our forums. Posting there puts your request in front of the Product Team and also allows you to receive an email when the enhancement has been prioritized and/or released.  Here is the link to our forums for Inventory Management: https://support.shippingeasy.com/hc/en-us/community/topics/200250979-Feature-Requests-Inventory




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