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 four, which the CRM treats as a single unit, as individual batteries are not sold separately.
If you are a distributor, products are often sold in larger quantities. For instance, a box may contain 50 packs of batteries, and a pallet may contain 80 boxes, equating to 4,000 packs of four batteries.
Configuring pack sizes, such as boxes and pallets, can be very useful for Sales users. This enables the CRM to automatically calculate the most appropriate way to fulfil a required quantity, helping to streamline order processing and improve accuracy.
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.