Pack size settings in Unleashed play a crucial role in ensuring accurate order processing and inventory management.
In Unleashed, the Pack Size field encourages a rule that products should be ordered in multiples of the specified pack size. For example, if the pack size is set to 5, acceptable order quantities would be 5, 10, 15, and so on. This setting ensures consistency in order quantities and helps streamline warehouse operations. However, it does not convert or store quantities; it only enforces multiples.
If you intend to sell any whole number of units (e.g., 1, 2, 3 cases), set the pack size to 1 and use the Base Unit field to define the unit type (e.g., Case). Additional details, such as the number of items per case, can be recorded in product notes or internal documentation.
Configure Pack Sizes
To configure or update pack sizes in Unleashed:
Open a product record, and scroll down the Details tab to the Unit of Measure (UoM) settings.
Click on the existing base Unit of Measure for the product.
Enter the desired pack size (e.g., 12 per box) in the relevant field.
Save the changes.
This ensures that the pack size is visible to both warehouse and sales teams and is applied to transactions.
đ Note: Avoid using the "Add New" option unless creating a completely new Unit of Measure for use in Purchase Orders.
Pack size warnings and their meanings
"Not Ordering in Pack Sizes"
This warning appears when the ordered quantity is not a multiple of the defined pack size. For instance, if the pack size is set to 5 and you order 3 units, the system will display this warning. To resolve this, ensure that the ordered quantity aligns with the pack size rule. If the pack size is incorrectly set, adjust it to reflect your actual ordering requirements.
"Pack Size Validation"
This warning indicates that the ordered quantity does not comply with the pack size rule. For example, if the pack size is 9, acceptable quantities are 9, 18, 27, etc. While the system allows you to proceed with the order despite the warning, it is advisable to review and adjust the quantity or pack size configuration to avoid operational issues.
Best Practices
Set Pack Size Thoughtfully: Ensure the pack size reflects your actual ordering and operational needs. Use "1" if you sell individual units or cases without restrictions.
Document Additional Details: Use product notes or internal documentation to record supplementary information, such as the number of items per case, if needed.
Review Warnings: Pay attention to warnings like "Not Ordering in Pack Sizes" or "Pack Size Validation" and adjust configurations as necessary to align with your business processes.
By understanding and correctly configuring pack size settings, you can minimise errors, streamline order processing, and improve operational efficiency.