Packs and bundles
Set up the cases and variety packs you buy, so ordering and receiving one stocks every product inside.
A pack is how you buy something: a 24-pack of one drink, or a variety pack with several products. Packs live in Sales & Inventory → Purchasing → Packs. They're part of Inventory, an add-on.
Make a pack
- Click the Make a pack card, or + New pack.
- Give it a Pack name, the Vendor you buy it from (your saved vendors are offered as you type) and the Pack price.
- Add what's inside by searching or scanning, with how many of each. Scanning the same product again adds one more.
- The vendor's item number is optional; it helps match receipts.
- Click Save pack.
A pack with several products is marked Bundle. To bring in a vendor's whole list, use the Import packs card (see Import files).
Order and receive packs
On a new purchase order, choose a pack under "Buy as" for any product inside it, or search for the pack by name. When it arrives, the pack opens into its singles: receiving it stocks every product inside, and the order shows how many of each go on the shelf. A pack's cost is shared by the units inside, so each product gets its landed cost (see Purchase orders).
A product's own box (units per box on the product) still works without a pack.
Related
- Purchase ordersOrder from Sam's Club, Costco, Amazon or a distributor: pick the vendor, add any product or pack, mark it ordered, check it in by scanning or typing, and close it with the landed cost worked out.
- VendorsKeep everywhere you buy, from Sam's Club to a distributor, with rewards and account numbers, how you pay, and every order and product from them.
- InventoryTrack warehouse stock, order packs and bundles from vendors, turn receipts into orders, restock machines from a pick list, and count stock. An add-on.
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