Updating Purchase Units / Pack Size
Purchase Units (PUs) are how you purchase the Item from your Vendors. Create a Purchase Unit for each Vendor and Pack that you require. The Pack is in relation to your Count Unit (Size), which is set on the Item tab. SKU and Price are optional but each Purchase Unit with the same Vendor must have a unique name.
To access the Purchase Units tab:
- Click Inventory > Inventory from the navigation menu.
- Locate the desired item and click directly on the item name.
- Click the Purchases tab from the item details panel.
The system will default the pack size to zero when an item has been manually added into the system. To adjust this to your needs, simply click on the pack size numbers in blue.
Start by selecting the appropriate Vendor from the drop down menu. You can apply a Stock Keepers Unit (SKU) as well if you wish (optional). In the Pack field enter how many of the Count Units are in this pack. You should enter in the Price for this pack size, and if you have a Director inventory optimally this would be the contracted price with your vendor. If you are unsure of the price, this will be automatically updated within the store when you approve an invoice with this purchase unit. In the Purchase Unit (PU) field you can label this however you want, depending on your need (examples - Bottle, Pack, Case, etc...).
To add additional Purchase Units, simply click the +Add Purchase Unit and repeat the steps above.
Each Purchase Unit can be toggled to be a "Receive Only" unit, which means that you won't be able to use the PU for Ordering, but you will be able to receive it on an invoice. This is useful if you want to restrict what your staff can order - limiting them to cases for example - but in some situations your vendor shorts you or delivers as much as they can, you may need to receive only a few bottles.
"Receive Only" Purchase Units are setup and work exactly the same as regular Purchase Units.
Things to keep in mind
- The pack size is directly linked to the count unit (size).
- Each item can be assigned a single count unit (size).
- If a pack size needs to be switched from one vendor to another the pack size will need be created under the correct vendor and the incorrect pack size deleted.