Display Pack Quantity on Purchase Orders | How To

This feature is available to existing Inventory Management subscribers. Learn more about using the ShippingEasy Product Catalog.

At this time, we are not currently developing new features or functionality for our Inventory solution. This means that at this time we cannot address the issues you have with the current system. However, we do expect that in 2022, we will be introducing a new and improved Inventory experience.

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.

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.

Display pack quantity on new Purchase Orders

  1. Go to PRODUCTS and select PURCHASE ORDERS from the navigation 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 and 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 the 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.


    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

Display pack quantity on existing Purchase Orders

  1. Go to PRODUCTS and select PURCHASE ORDERS from the navigation bar.
  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.

    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

 

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