Product Packs are extremely useful if you 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, 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 and that pallet may include 80 boxes of batteries, so 400 packs of 4 batteries. It can be 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 a product.
If you haven't configured your packs, please take a look at this article.
Step 1: Add Products to a Quote or Sales Order
Once you have created your Quote or Sales Order, you can start adding in products that have a pack configuration.
Step 2: Configure Pack Sizes
After adding the product, you will be able to configure your pack based on the pack sizes available. If the Salesperson is aware of how many packs are in a box and pallet, then they can just specify how many of these they require. Alternatively, the user can type in the amount of packs they required in the bottom field.
The CRM automatically recognises if a quantity can be re-packed based on the pack configurations.
Once happy with selection, click 'OK' and the product will be added to the Quote with the necessary packs.