How Do I Setup Packs and Cartons?

This lesson will teach you how to link two items which allows you to sell and receive the item as a unit or subunit.

PriceBook

PriceBook

From the main menu, click on the "PriceBook" button.

Item Setup

Item Setup

From the pricebook menu, click on the "Item Setup" button.

Carton

Carton

(1) From the Lookup menu, type in the PLU number of the larger item, or carton. Then click the "Go" button.

(2) Confirm that the PLU you wish to edit is now viewable.

(3) Click on the "Edit" button.

(4) From the Item Setup screen, make sure the PLU for the unit, or carton, has a conversion unit of 1.

(5) Then click on the "Apply" button.

Pack

Pack

(1) From the Lookup menu, type in the PLU number of the subunit, or pack. Then click the "Go" button.

(2) Confirm that the PLU you wish to edit is now viewable.

(3) Click on the "Edit" button.

(4) From the Item Setup screen, type in the PLU of the larger item, or carton, as the Substitute #. Note: In this example the PLU is for a carton of cigarettes.

(5) Type in a conversion unit. Note: 10 packs is equal to 1 carton.

(6) Click on the Flag tab.

(7) Check the box beside "Subunit Of Substitute #"

(8) Then click on the "Apply" button.