Product Packs are extremely useful if you tend to sell products in volume and 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. 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 and 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 and 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 Administrator rights. If you require these, then please speak to your CRM Admin user or our Customer Services Team.
Step 1: Navigate to the Settings Centre
To edit your Product Packs, click on the cog icon in the bottom left-hand corner.
Once within the 'Settings Centre', navigate to the 'Products & Stock' section and scroll down until you reach the 'Product Packs' configure option.
Step 2: Adding a New Pack
By selecting the 'Click to Configure' link, the Configure Product Item Pack 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.
Step 3: Add a Description and Individual Unit
You will then be asked to enter the Description of the New Pack and 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 and 'Add New Unit' within the side panel.
Step 4: Specify the Quantity
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.
Step 5: Adding a Further Configuration to a Pack
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.
Step 6: Apply to the Relevant Products
Now that we have defined the pack configuration, we now need to apply this to the relevant products. Use the Global Search in the top right-hand corner of the CRM, to find the required product and click on the 'Pack' drop-down on the Product Record to choose the desired pack configuration. You can complete 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.