Manage Sales and Order Units

Manage Sales and Order Units lets you tag various quantity units as sales or order units.

Key Term:
  • Product Information Management (PIM): facilitates the central management and maintenance of an enterprise’s product data, content or any related information.
Description:
  • Base unit is the smallest measurement unit that cannot be divided further or the item itself in its single quantity. (Example: a single can of Red Bull)
  • Sales unit is any item that is sellable to the customer. (Example: a single can of Red Bull, a pack of 24 Red Bull cans, and minced meat)
  • Order unit can be tagged to products that are in large quantity. These items are usually not intended to be sold to an end customer. These units are usually tagged to products a retailer orders from the wholesaler or manufacturer. (Example: a box or 30 beer bottles, a large box of vegetables)
  • Some products can be classified as sales unit and order unit.
Related topics:
Application:
  • Use these tags to distinguish whether an article is a sales unit or an order unit.

  • A base unit is tagged to the single item. A base unit article is usually tagged as a sales unit. (Example: For a carton of Red Bull cans, the base unit is a single Red Bull can)

  • Example:

    Retailer orders in bulk and sells the pieces to the customer so it is important to keep track whether an item is a sales unit, base unit, or order unit.

How-to: Manage Sales and Order Units

To manage Sales and Order units, follow these steps:


  • Log in and go to Products.
../../../../../../_images/pxp_managesalesandorderunits_login.PNG


  • Select a product.
../../../../../../_images/pxp_managesalesandorderunits_selectproduct.PNG


  • Click on the Properties tab and click on Unit.
../../../../../../_images/pxp_managesalesandorderunits_propertycollectiontab.PNG


  • Click on Unit Types and select ST. ST is the smallest measurement unit that cannot be divided further. ST can be a Base unit or a Sales unit.
../../../../../../_images/pxp_managesalesandorderunits_clickst.PNG


  • Enable as Base Unit.
../../../../../../_images/pxp_managesalesandorderunits_baseunit.PNG


  • Enter the number of Base units (e.g. 1 Base unit).
../../../../../../_images/pxp_managesalesandorderunits_numberofbaseunits.PNG


  • Click on the Save button.
../../../../../../_images/pxp_managesalesandorderunits_savebaseunit.PNG


Sales and Order Unit


  • Go to Products and select a product.
../../../../../../_images/pxp_managesalesandorderunits_gotoproducts.PNG


  • Click on the Properties tab and click on Unit.
../../../../../../_images/pxp_managesalesandorderunits_propertycollectiontab2.PNG


  • Click on Unit Types and select KOA.
../../../../../../_images/pxp_managesalesandorderunits_clickkoa.PNG


  • Enter the number of Base units (e.g. 9 Base units, which can be classified as Sales units or Order units).
../../../../../../_images/pxp_managesalesandorderunits_numberofbaseunits2.PNG


  • Enable as Order Unit and Sales Unit.
../../../../../../_images/pxp_managesalesandorderunits_orderunit.PNG

../../../../../../_images/pxp_managesalesandorderunits_salesunit.PNG


  • Click on the Save button.
../../../../../../_images/pxp_managesalesandorderunits_savesalesorderunit.PNG

Order Unit (Bulk Order)


  • Go to Pproducts and select a product.
../../../../../../_images/pxp_managesalesandorderunits_gotoproducts2.PNG


  • Click on the Properties tab and click on Unit.
../../../../../../_images/pxp_managesalesandorderunits_propertycollectiontab3.PNG


  • Click on Unit Types and select KOB.
../../../../../../_images/pxp_managesalesandorderunits_clickkob.PNG


  • Enter the number of Base units (e.g. 40 Base units, which can be classified as Order units).
../../../../../../_images/pxp_managesalesandorderunits_numberofbaseunits3.PNG


  • Enable as Order Unit.
../../../../../../_images/pxp_managesalesandorderunits_orderunit.PNG


  • Click on the Save button.
../../../../../../_images/pxp_managesalesandorderunits_saveorderunit.PNG

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