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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 by one of two ways - from the INVENTORY dashboard or the navigation menu:
    From the INVENTORY dashboard
    1. Click the INVENTORY tab on the blue navigation menu and select the + Create Purchase Order link.

    From the navigation bar:
    1. 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. 



  2. The CREATE PURCHASE ORDER page will populate with a few required fields and a few optional fields. Scroll down to the "Purchase Order Items" section. 

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

  4. Check Display pack quantity on purchase order.



  5. 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. 
  6. Select Create Purchase Order.

        

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.


If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and our Customer Success team will be happy to assist.

ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.


Trial accounts may email or call ShippingEasy's Sales Team.
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Fully registered accounts may email, call, or chat with our Customer Success team.
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