Product Packs are extremely useful if you tend to sell products in volume & are distributed in particular packs, boxes or pallets. Whilst the warehouse team may know what these exact sizes are, the sales team may not. Therefore, to assist the sales team you can configure product packs within the CRM, so this is automatically calculated for the salesperson based on the required quantity.
For example AAA batteries may be sold as a pack of 4 which the CRM would class as one unit, as you wouldn't sell just one battery. If you were a distributor you would tend to sell in boxes, so that box may include 50 packs of batteries. Finally, you may also sell in pallets & that pallet may include 80 boxes of batteries so 400 packs of 4. As you can see in this one example it can be extremely helpful to a salesperson to have pack configurations setup for boxes & pallets, so the CRM can automatically work out the best way to pack the required quantity of product.
To configure your Product Packs you will require Prospect 365 Administrator rights, if you require these then please speak to your key CRM user or our Customer Services Team.
To edit your Product Packs, click on the settings icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the Products & Stock section & scroll down until you reach the Product Packs configure option.
By selecting the 'Click to Configure' link the Configure Product Packs window will open. Within this window all of your current Product Packs will be listed. To add a new one click on the + icon in the top right-hand corner.
You will then be asked to enter the Description of the New Pack & the individual unit. It's really important to get the description right as this will be displayed to your users, this should be the name of the pack you're configuring. The individual unit should describe what is included in the singular unit, using our example of batteries this would be Packs of 4 as we don't sell singular batteries. Click 'Create' once happy with descriptions.
Now that you have your new pack configuration click on the pencil icon & Add New Unit within the side panel.
Within the pop-up window you can specify the units that will be sold as part of this pack. Using the previous example we will be selling boxes of 50 packs of batteries. Once happy with the information inputted click create, this will then be added to the pack configuration.
You may wish to add another configuration to this pack, so to add another click on Add New Unit within the side panel again. Again continuing with our example we would need to setup a configuration for Pallets. Therefore, a Pallet would include 400 packs of 4 batteries.
Now that we have defined the pack configuration we now need to apply this to the relevant products. Use the global search to find the required product & click on the Pack dropdown on the product record to choose the desired pack configuration. You can completed this for multiple products if they have the same pack sizes.
Now that we have configured the Pack take a look at our Using Product Packs when Quoting article, to see how the sales team can benefit from the configured pack.
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