Check to see if an Office Brands unit is available
Create a new view variant "Product unit review" on your price book list view
Expand |
---|
Filter your list view to only show price book entries where the product is not blank
Right click on filter editor and paste the following filter into the filter editor
Note |
---|
[Product] Is Not Null And [Product.Default Sell Unit.Quantity] <> 1.0m |
Expand |
---|
Add a report footer to your report and count the number of rows
Expand |
---|
Add the following fields to you list view:
- Default Sell Unit Code
- Sell Unit Quantity
- Fixed sell 1
- Then from product add
- Product.OB Sell Unit Available
- Product.Use OB Sell Unit
- Product.defaultsellunit
- Product.defaultsellunit.code
- Product.defaultsellunit.quantity
- Product.ignorebuyunitandcost
- Product.Ignorecataloguesellunitand price
- Product.Quantityonhand
- Product.Quantityonhandysellunit
Expand |
---|
From product.primary product supplier, add:
- Cost price 1
- Default buy unit
- Supplier
Expand |
---|
Add some conditional formatting to highlight the products that can be actioned using OB sell units
Expand |
---|
Your list view on the price book should look like this:
Expand |
---|
...
Overview
There is a standard procedure for for handling products where you stock the product by the each, sell it by the each or by the box and where WebX assumes you sell the product only by the box:
- Run a report to determine which products have a problem
- Then for each product with a potential issue. Either:
- Use the OB unit if possible and keep using cost and sell changes from Office Brands
- Ignore cost and sell changes for the product and maintain the cost and sell price for the product manually yourself in future
- Note: A few sites do not sell at Office Brands sell prices for any products. Those sites can still take the sell price feed from Office Brands as display only
Using the
Child pages (Children Display) |
---|
See also
Making use of Office Brands Support For Changing Stock Unit
How Office Brands catalogue loads and price book runs determine product units