Quantities as Packs when Quoting ( Pack Quantities) Pt.2

Quantities as Packs when Quoting ( Pack Quantities) Pt.2

Go back to pt.1 Click here:

Display

Margin Control

The target price per pack and per unit can be used at a cost and sell 
level via the adjustment dropdowns on a quote:


Inventory Transfer



Copy / Version Quote

Display’s quantity based on packs


Outsource – Quote Stage

In the outsource screens in a quote, the pack quantities display in the header


Outsource - Supplier Portal
For the supplier, the portal will clearly display the pack quantities


Outsource - Job Stage
Purchase Order creation


Supplier Portal


Material Calculation Type
When creating a raw material, there is a calculation type ‘Number of Packs’ that charges in pack quantities:




Operation Components
For job and section operation there are pack related options





RFQ

There are 3 pack options in an RFQ


Converting RFQ to a quote product


The pack quantities will be transferred over


Description Template


To facilitate the quantity in a pack format, we have the following description placeholders
  1. {PackSize}
  2. {NumberPacks}
  3. {PackItemName}
  4. {PackType}
As an example, we combine these using the following formats

Quote

As a quote can have up to 4 different quantities, Please refrain using {NumberPacks} placeholder
Instead we will use:
{PackSize:*} {PackItemName: * per} {PackType: *}

In a quote description template, it will look like this


When used on a quote the pack information displays as ‘250 Labels per Roll’:


Invoice

For the invoice we can add in the {NumberPacks} placeholder as the quantity has been confirmed.
Example format:
{PackSize:x*} {PackItemName:* per} {PackType:*}
{NumberPacks:x*} {PackType:*s }

In invoice Description template, it will look like this


When used on a job invoice, the pack information displays as ‘250 Labels per Roll’ & ‘x35 Rolls’:


For Invoice description, please make sure, checkbox option ‘Ignore Product’ is checked on:



Pricelists

Retail pricelists have two pack related rounding options:
1. Round to the nearest unit price
The precision will be set to 0.01 (2 decimal points) 
Example :
If the total price comes to $110.55, for 10 packs of 5, the calculation will be
110.55 / (10 * 5) = 2.211 => round to precision = $2.21, * (10 * 5) = $110.50 

2. Round to nearest pack price
The precision will be set to 0.01 (2 decimal points) 
Example:
If the total price comes to $110.55, for 10 packs of 5, the calculation will be:
110.55 / 10 = 11.055 => round to precision = $11.06, * 5 = $110.60


Emails

Order AM receipt email



Job Acceptance Email


Payment Receipt

Invoice type must be a "Single Line" option



Dispatch Email


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