ERPNext Conference 2019* ERPNext.com Blog

Case packs - What am I missing?


#1

Okay, so I am thinking I am just missing something stupid simple. In every distribution/retail business I have ever worked with/ran, products had standardized case packs- ie, 6/40(/1) is a case (heavy cardboard shipping box) OF 6 displays (pretty display package) OF 40 each (individual retail sale items). Another way of putting it would be 1 Case=6 Packages=240 Each.

Typically, and in my case, obviously, a company will buy an item from the manufacturer in ‘Case’ quantities. The company will then sell the item in ‘Package’ or ‘Each’ quantities- or both. In my case, I am a wholesale distributor as well as a retail seller, so I do both. In the system, what I am trying to accomplish is this-

Buy item from supplier as ‘Case’–>Sell ‘Package’ of item to B2B customers @ $xx–>Sell ‘Each’ of item Retail @ $yy

If I buy 10 ‘Cases’ of item with case pack 6/40(/1) from supplier, inventory should show “10 Cases” OR “60 Packages” OR “2400 Each”, depending on the context. So, if I sell 12 'Package’s and 240 ‘Each’ through sales invoice/POS, the inventory would then indicate “7 Cases”/“42 Packages”/“1680 Each”, again depending on context.

‘Case packs’ are so ubiquitous that I can’t help but think I am just missing some stupid-obvious setting somewhere.

I have reviewed the various set up docs on ‘Variants’ (the individual variants don’t seem to allow me to change their UoM’s to be different than the template item).

I have reviewed the various set up docs on ‘Product Bundles’ (even setting a base item as an ‘Each’, it doesn’t seem to allow me to create bundles of 40/240 ‘Each’ to make ‘Packages’/‘Cases’ due to not wanting me to use the parent item in the package?)

I have set up UoM’s for Each/Package/Package of Package(not used in example)/Case. Ultimately, I guess I could create unique items for each UoM, but I fail to see how inventory tracking would be able to track the item as a whole (uuid(item-case)=/=uuid(item-package) via conversion).

This forum topic seemed to have the most promise, but again I ran into the UoM issue of not being able to differ variant UoM’s from the template.

I don’t know. Like I have said- I’m sure I have just been staring at this for far too long and have lost perspective on either a standard feature or other basic solution. Any help would be greatly appreciated.


#2

You should use UOM for this purpose.

You can also create different prices for each UOM from the item price list.

You will be able to sell the different UOM from PoS or Sales Invoice . You can also buy using the different UOM.

When creating the item you can also determine what UOM is the default for purchasing or Sales.

Hope this helps


#3

It did, thank you. I seemed to get it to work as desired by creating the template based on the UoM ‘Each’ and moving up the chain with Variant UoM’s rather than down the chain.


#4

So… a couple of months later…

I ended up setting up a ‘template’ for each item, with variants for each level of case pack. Primarily, this was due to not seeing any way to link barcodes to their appropriate uom with a single item entry- can add multiple barcodes, can add multiple uoms and define their conversions, but no ‘barcode a’=uom ‘a’, ‘barcode b’=‘uom b’ that I could find. This really seems like a missed opportunity that would make the entire inventory management module a lot easier to use. …Or maybe there just needs to be a ‘Barcode Master List’ like the customer/item/supplier master lists?

As stated in my original post, I purchase/receive items in a ‘Case’ that typically consists of 'Package’s of 'Each’s. As of now, I have been able to upload starting inventories (by ‘Case’ UoM variant) and have been using the ‘Each’ UoM variant on Sales Invoices, but there isn’t really any readily available inventory tracking occurring- the ‘Case’ UoM shows the opening inventory quantity and the ‘Each’ UoM shows the sold quantity as a negative quantity.

Is there a way to see the Item quantity that takes into account the levels/movements of all of that Item’s variants?

If this is not possible, is there a way to assign UoM to Barcode in order to get rid of all of the variants and just have single item entries that contain all of the relevant UoM/pricing/barcodes for each UoM (ideal)?