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Selecting UOM at sales order, delivery note, or invoice stage

Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices. 

thanks

Paul

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Hello Paul,

In the Item master, you can enter its Default UOM and well as its Weight UOM (under Inventory section). You can use Weight UOM (let's say Cartoon) for creating Packing Slip. You will see option to make Packing Slip under Action tab of Saved Delivery Note. Checking following link to learn more on Packing Slip.

http://www.erpnext.org/delivery-note

As per the design, item's sales qty shall be entered in its Default UOM only. You can pull Weight UOM in sales transactions via add_fetch script.


On Mon, Mar 31, 2014 at 4:52 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices.

thanks

Paul

–

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Thanks and Regards,

Umair Sayyed
www.erpnext.com
Hi Umair,

Thanks for the clarification.

To clarify from my side, Carton is not a weight calculation, it is a item quantity calculation. Weight would be a regular UOM like Kg and cartons would then have a weight which equates to the item weights plus additional packaging weight. As a UOM a carton just = a specific quantity of items. 

Can it please be considered for future development to allow selection of UOM in all relevant places. We can add additional UOMs in the item file and it seems like this feature has no purpose if it can't then be used elsewhere.

For us (multi-level distribution), and I'm sure for many businesses, we receive orders and ship in differing UOMs because of our client base. For instance, a supermarket will purchase from us in Cartons, but a small speciality shop will purchase from us in individual items. Further to this, international distributors will purchase from us in item qty, but be shipped in pallet quantity.

Thanks

Paul

On Monday, 31 March 2014 19:44:46 UTC+13, Umair Sayyed wrote:
Hello Paul,

In the Item master, you can enter its Default UOM and well as its Weight UOM (under Inventory section). You can use Weight UOM (let's say Cartoon) for creating Packing Slip. You will see option to make Packing Slip under Action tab of Saved Delivery Note. Checking following link to learn more on Packing Slip.

http://www.erpnext.org/delivery-note

As per the design, item's sales qty shall be entered in its Default UOM only. You can pull Weight UOM in sales transactions via add_fetch script.


On Mon, Mar 31, 2014 at 4:52 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices. 

thanks

Paul

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–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

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1 Like
Paul,

To manage this scenario in ERPNext, you should create multiple item codes of the same product. You can adjust stock for item codes of same product by making Repack Entry.

http://erpnext.org/how-to-repack-products

Also, you can post Github issue for this feature request.

https://github.com/frappe/erpnext/issues


On Thu, Apr 3, 2014 at 4:50 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi Umair,

Thanks for the clarification.

To clarify from my side, Carton is not a weight calculation, it is a item quantity calculation. Weight would be a regular UOM like Kg and cartons would then have a weight which equates to the item weights plus additional packaging weight. As a UOM a carton just = a specific quantity of items.

Can it please be considered for future development to allow selection of UOM in all relevant places. We can add additional UOMs in the item file and it seems like this feature has no purpose if it can't then be used elsewhere.

For us (multi-level distribution), and I'm sure for many businesses, we receive orders and ship in differing UOMs because of our client base. For instance, a supermarket will purchase from us in Cartons, but a small speciality shop will purchase from us in individual items. Further to this, international distributors will purchase from us in item qty, but be shipped in pallet quantity.

Thanks

Paul


On Monday, 31 March 2014 19:44:46 UTC+13, Umair Sayyed wrote:
Hello Paul,

In the Item master, you can enter its Default UOM and well as its Weight UOM (under Inventory section). You can use Weight UOM (let's say Cartoon) for creating Packing Slip. You will see option to make Packing Slip under Action tab of Saved Delivery Note. Checking following link to learn more on Packing Slip.


http://www.erpnext.org/delivery-note

As per the design, item’s sales qty shall be entered in its Default UOM only. You can pull Weight UOM in sales transactions via add_fetch script.


On Mon, Mar 31, 2014 at 4:52 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices.

thanks

Paul

–

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For more options, visit https://groups.google.com/d/optout.




–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com
Hi Umair, 

I've actually been testing this as I thought it would work for us fine.

After testing through this process today the issue came out that doing this process means that serial numbers don't get tracked through. Once the repack has been done those serial numbers are used up and can't then be tracked against the delivery note that the new product was set against. 

Our process is:

UNIT has serial number
6 units per carton and we ship cartons
repack 6 x UNIT (w/ serial numbers) into 1 x CARTON (w/ a serial number as well)
deliver 1 x CARTON and record carton's serial number

I want to do that process but have the UNIT serial numbers also show that they were shipped when the CARTON was shipped

At the moment the UNIT serials just become Not Available and their last point of reference is the repack.

Thanks

Paul


On Monday, 7 April 2014 03:06:57 UTC+12, Umair Sayyed wrote:
Paul,

To manage this scenario in ERPNext, you should create multiple item codes of the same product. You can adjust stock for item codes of same product by making Repack Entry.

http://erpnext.org/how-to-repack-products

Also, you can post Github issue for this feature request.

https://github.com/frappe/erpnext/issues


On Thu, Apr 3, 2014 at 4:50 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi Umair,

Thanks for the clarification.

To clarify from my side, Carton is not a weight calculation, it is a item quantity calculation. Weight would be a regular UOM like Kg and cartons would then have a weight which equates to the item weights plus additional packaging weight. As a UOM a carton just = a specific quantity of items. 

Can it please be considered for future development to allow selection of UOM in all relevant places. We can add additional UOMs in the item file and it seems like this feature has no purpose if it can't then be used elsewhere.

For us (multi-level distribution), and I'm sure for many businesses, we receive orders and ship in differing UOMs because of our client base. For instance, a supermarket will purchase from us in Cartons, but a small speciality shop will purchase from us in individual items. Further to this, international distributors will purchase from us in item qty, but be shipped in pallet quantity.

Thanks

Paul


On Monday, 31 March 2014 19:44:46 UTC+13, Umair Sayyed wrote:
Hello Paul,

In the Item master, you can enter its Default UOM and well as its Weight UOM (under Inventory section). You can use Weight UOM (let's say Cartoon) for creating Packing Slip. You will see option to make Packing Slip under Action tab of Saved Delivery Note. Checking following link to learn more on Packing Slip.


http://www.erpnext.org/delivery-note

As per the design, item’s sales qty shall be entered in its Default UOM only. You can pull Weight UOM in sales transactions via add_fetch script.


On Mon, Mar 31, 2014 at 4:52 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices. 

thanks

Paul

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–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com

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Hello Paul,

Addressing this scenario will require major customization in ERPNext. Please post this as feature suggestion on our Github Issue list.

https://github.com/frappe/erpnext/issues

You should offer bounty to raise priority for development of this feature.


On Mon, Apr 7, 2014 at 9:38 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi Umair,

I've actually been testing this as I thought it would work for us fine.

After testing through this process today the issue came out that doing this process means that serial numbers don't get tracked through. Once the repack has been done those serial numbers are used up and can't then be tracked against the delivery note that the new product was set against.

Our process is:

UNIT has serial number
6 units per carton and we ship cartons
repack 6 x UNIT (w/ serial numbers) into 1 x CARTON (w/ a serial number as well)
deliver 1 x CARTON and record carton's serial number

I want to do that process but have the UNIT serial numbers also show that they were shipped when the CARTON was shipped

At the moment the UNIT serials just become Not Available and their last point of reference is the repack.

Thanks

Paul


On Monday, 7 April 2014 03:06:57 UTC+12, Umair Sayyed wrote:
Paul,

To manage this scenario in ERPNext, you should create multiple item codes of the same product. You can adjust stock for item codes of same product by making Repack Entry.


http://erpnext.org/how-to-repack-products

Also, you can post Github issue for this feature request.

https://github.com/frappe/erpnext/issues


On Thu, Apr 3, 2014 at 4:50 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi Umair,

Thanks for the clarification.

To clarify from my side, Carton is not a weight calculation, it is a item quantity calculation. Weight would be a regular UOM like Kg and cartons would then have a weight which equates to the item weights plus additional packaging weight. As a UOM a carton just = a specific quantity of items.

Can it please be considered for future development to allow selection of UOM in all relevant places. We can add additional UOMs in the item file and it seems like this feature has no purpose if it can't then be used elsewhere.

For us (multi-level distribution), and I'm sure for many businesses, we receive orders and ship in differing UOMs because of our client base. For instance, a supermarket will purchase from us in Cartons, but a small speciality shop will purchase from us in individual items. Further to this, international distributors will purchase from us in item qty, but be shipped in pallet quantity.

Thanks

Paul


On Monday, 31 March 2014 19:44:46 UTC+13, Umair Sayyed wrote:
Hello Paul,

In the Item master, you can enter its Default UOM and well as its Weight UOM (under Inventory section). You can use Weight UOM (let's say Cartoon) for creating Packing Slip. You will see option to make Packing Slip under Action tab of Saved Delivery Note. Checking following link to learn more on Packing Slip.


http://www.erpnext.org/delivery-note

As per the design, item’s sales qty shall be entered in its Default UOM only. You can pull Weight UOM in sales transactions via add_fetch script.


On Mon, Mar 31, 2014 at 4:52 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices.

thanks

Paul

–

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–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

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--
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com
Hi Paul - +1 to your request. Did you find any suitable work arounds?

Fede



On Thursday, 3 April 2014 07:20:49 UTC+8, Paul Dowd wrote:
Hi Umair,

Thanks for the clarification.

To clarify from my side, Carton is not a weight calculation, it is a item quantity calculation. Weight would be a regular UOM like Kg and cartons would then have a weight which equates to the item weights plus additional packaging weight. As a UOM a carton just = a specific quantity of items. 

Can it please be considered for future development to allow selection of UOM in all relevant places. We can add additional UOMs in the item file and it seems like this feature has no purpose if it can't then be used elsewhere.

For us (multi-level distribution), and I'm sure for many businesses, we receive orders and ship in differing UOMs because of our client base. For instance, a supermarket will purchase from us in Cartons, but a small speciality shop will purchase from us in individual items. Further to this, international distributors will purchase from us in item qty, but be shipped in pallet quantity.

Thanks

Paul

On Monday, 31 March 2014 19:44:46 UTC+13, Umair Sayyed wrote:
Hello Paul,

In the Item master, you can enter its Default UOM and well as its Weight UOM (under Inventory section). You can use Weight UOM (let's say Cartoon) for creating Packing Slip. You will see option to make Packing Slip under Action tab of Saved Delivery Note. Checking following link to learn more on Packing Slip.

http://www.erpnext.org/delivery-note

As per the design, item's sales qty shall be entered in its Default UOM only. You can pull Weight UOM in sales transactions via add_fetch script.


On Mon, Mar 31, 2014 at 4:52 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices. 

thanks

Paul

–

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For more options, visit https://groups.google.com/d/optout.




–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

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Hi,

I've added the feature request to github, please +1 it.

https://github.com/frappe/erpnext/issues/1882

cheers

Paul

On Tuesday, 24 June 2014 01:23:09 UTC+12, Federico Torreti wrote:
Hi Paul - +1 to your request. Did you find any suitable work arounds?

Fede



On Thursday, 3 April 2014 07:20:49 UTC+8, Paul Dowd wrote:
Hi Umair,

Thanks for the clarification.

To clarify from my side, Carton is not a weight calculation, it is a item quantity calculation. Weight would be a regular UOM like Kg and cartons would then have a weight which equates to the item weights plus additional packaging weight. As a UOM a carton just = a specific quantity of items. 

Can it please be considered for future development to allow selection of UOM in all relevant places. We can add additional UOMs in the item file and it seems like this feature has no purpose if it can't then be used elsewhere.

For us (multi-level distribution), and I'm sure for many businesses, we receive orders and ship in differing UOMs because of our client base. For instance, a supermarket will purchase from us in Cartons, but a small speciality shop will purchase from us in individual items. Further to this, international distributors will purchase from us in item qty, but be shipped in pallet quantity.

Thanks

Paul

On Monday, 31 March 2014 19:44:46 UTC+13, Umair Sayyed wrote:
Hello Paul,

In the Item master, you can enter its Default UOM and well as its Weight UOM (under Inventory section). You can use Weight UOM (let's say Cartoon) for creating Packing Slip. You will see option to make Packing Slip under Action tab of Saved Delivery Note. Checking following link to learn more on Packing Slip.

http://www.erpnext.org/delivery-note

As per the design, item's sales qty shall be entered in its Default UOM only. You can pull Weight UOM in sales transactions via add_fetch script.


On Mon, Mar 31, 2014 at 4:52 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices. 

thanks

Paul

–

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For more options, visit https://groups.google.com/d/optout.




–
Thanks and Regards,

Umair Sayyed
www.erpnext.com

–

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I still think doing an explicity repack operation would be the best, so that you know accurately what quantity is available in what sizes.

The other part is that how efficient is it to do a repack operation. Maybe there can be a repack tool where you select the Item, the UOMs, the quantities and hit repack and it creates a Stock Entry in the background.

We can take these projects up based on how many are interested.


On 03-Jul-2014, at 3:48 am, Paul Dowd <pd...@myzealand.com> wrote:

Hi,

I've added the feature request to github, please +1 it.


cheers

Paul

On Tuesday, 24 June 2014 01:23:09 UTC+12, Federico Torreti wrote:
Hi Paul - +1 to your request. Did you find any suitable work arounds?

Fede



On Thursday, 3 April 2014 07:20:49 UTC+8, Paul Dowd wrote:
Hi Umair,

Thanks for the clarification.

To clarify from my side, Carton is not a weight calculation, it is a item quantity calculation. Weight would be a regular UOM like Kg and cartons would then have a weight which equates to the item weights plus additional packaging weight. As a UOM a carton just = a specific quantity of items. 

Can it please be considered for future development to allow selection of UOM in all relevant places. We can add additional UOMs in the item file and it seems like this feature has no purpose if it can't then be used elsewhere.

For us (multi-level distribution), and I'm sure for many businesses, we receive orders and ship in differing UOMs because of our client base. For instance, a supermarket will purchase from us in Cartons, but a small speciality shop will purchase from us in individual items. Further to this, international distributors will purchase from us in item qty, but be shipped in pallet quantity.

Thanks

Paul

On Monday, 31 March 2014 19:44:46 UTC+13, Umair Sayyed wrote:
Hello Paul,

In the Item master, you can enter its Default UOM and well as its Weight UOM (under Inventory section). You can use Weight UOM (let's say Cartoon) for creating Packing Slip. You will see option to make Packing Slip under Action tab of Saved Delivery Note. Checking following link to learn more on Packing Slip.

http://www.erpnext.org/delivery-note

As per the design, item's sales qty shall be entered in its Default UOM only. You can pull Weight UOM in sales transactions via add_fetch script.


On Mon, Mar 31, 2014 at 4:52 AM, Paul Dowd <pd...@myzealand.com> wrote:
Hi,

When shipping out orders we want to be able to select how many cartons are being shipped rather than the number of items. Ideally we want to list both on the DN so that it lists Item Qty and Carton Qty.

The item has been set-up so that cartons are an additional UOM where 1 carton = 6 items, however we can still only select items when we create a order etc. Some customers like to order in carton qty rather than item qty so we need to be able to represent this in the sales orders, delivery notes, and invoices. 

thanks

Paul

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Thanks and Regards,

Umair Sayyed
www.erpnext.com

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Yes, I tend to agree with repack being the best option and that is what I've expressed in the feature request.

I am happy to consider a bounty on this to get it done sooner rather than later so let me know via PM what you'd need.

Repack automation would be OK, but the bottleneck will always be entering the specific serials of the item A to go into the specific serial of the repacked item B. The automation at the moment using bill of materials would be enough because it is so manual anyway. Right now for me we are manually adding serials to Items in the warehouse (it is a security sticker) so we are able to manually do the cartons at the same time.

In the future when the serials are able to be added during manufacturing we will want to upload a list of items and their serial numbers, then a list of cartons with their serial numbers and the item serial numbers each carton specifically contains. Long term "repacking" would be too slow and unnecessary since we'd be able to get that info in a spreadsheet and we would no longer be manually repacking like we are now. This of course shouldn't be a problem because the data would all need to be recorded, it's just a matter of making sure the usability is there so that it can be uploaded. I suppose you could be referring to automated repacks using csv upload data, in which case yes, perfect.

We'd also need to make sure that items can be packed and unpacked so that once a serial has been used in a packing process it can become active again if the product is unpacked later. 

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I can pitch into the bounty as well, I need this and it would be a deal breaker without a non default UOM in invoice and delivery node.

Any luck with this? I am also ready to pay for the feature.