Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

Image Removed

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

Image Removed

Image Removed

Add a report footer to your report and count the number of rows

Expand

Image Removed

Image Removed

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

Image Removed

Image Removed

Image Removed

From product.primary product supplier, add:

  • Cost price 1
  • Default buy unit
  • Supplier
Expand

Image Removed

Add some conditional formatting to highlight the products that can be actioned using OB sell units

Expand

Image Removed

Image Removed

Image Removed

Your list view on the price book should look like this:

Expand

Image Removed

...

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

Getting started with automatic product price updates