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Display Pack Quantity on Purchase Orders | How To

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ShippingEasy Content Team

Updated

Available to Existing Inventory Management Subscribers

This feature is only available to existing Inventory Management subscribers. Non-Inventory Management subscribers can learn more about using the ShippingEasy Product Catalog.

We are not currently opening Inventory Management to new users or 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.

If you need an inventory solution that lets you add your third-party fulfillment provider to your account, our sister company ShipStation may be a better solution for you.

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.

Display Pack Quantity on New Purchase Orders

  1. Go to PRODUCTS then click  Purchase Orders  from the drop-down.

    NAV_PROD_PurchaseOrders_MRK.png

  2. Click the + Create Purchase Order button to go to the Create Purchase Order page.

    The CREATE PURCHASE ORDER page will open and auto-populate all saved suppliers, products, and address information available.

    PROD_PurchaseOrder_CreatePurchaseOrder_BTN_MRK.png

  3. Scroll down to the Purchase Order Items section.

    PROD_PurchaseOrder_POItem_MRK.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 and update the values for each of these fields.

    • Quantity (Units) - this field indicates how many individual items will be ordered.

    • Quantity (Packs) - this field indicates how the Supplier should package the units.

    In the example below, we are ordering 10 Chlorine Power Packs, which will be packaged into 5 packs of 2 units each.

    PROD_PurchaseOrder_DisplayQTYPacks_MRK.png

    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. Click the Create Purchase Order button when you are ready to finalize your purchase order.

    Caution

    Be sure to only click the Create Purchase Order button once, to avoid creating more than one purchase order.

    Box highlights Button to create Purchase Order, next to Cancel button.

Display Pack Quantity on Existing Purchase Orders

  1. Go to PRODUCTS then click  Purchase Orders  from the drop-down.

    NAV_PROD_PurchaseOrders_MRK.png

  2. Locate the purchase order you wish to update. Then click on the PO reference number.

    PROD_PurchaseOrder_PONumber_MRK.png

  3. Scroll down to the Purchase Order Items section.

    PROD_PurchaseOrder_POItem_MRK.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 and update the values for each of these fields.

    • Quantity (Units) - this field indicates how many individual items will be ordered.

    • Quantity (Packs) - this field indicates how the Supplier should package the units.

    In the example below, we are ordering 10 Chlorine Power Packs, which will be packaged into 5 packs of 2 units each.

    PROD_PurchaseOrder_DisplayQTYPacks_MRK.png

    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. Click the Create Purchase Order button when you are ready to finalize your purchase order.

    Caution

    Be sure to only click the Create Purchase Order button once, to avoid creating more than one purchase order.

    Box highlights Button to create Purchase Order, next to Cancel button.

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