Repackage External Orders

Products are shipped in units which vary depending on product code and quantity. Repackaging orders is the process of separating a larger order into smaller units, giving them another product code and description.

After an external order has been received, it is sometimes necessary to repackage the order shipment products into smaller unit sizes for distribution to smaller inventory locations. This is typically done if an order’s contents cannot be used at one location within a reasonable amount of time.

Example: Gloves may be shipped by boxes or cases. A box may hold 100 gloves, but a case may hold 10 boxes. If you receive an order for 10 cases of gloves, you might repackage the order as 100 boxes of gloves. This assigns the item a different product code and description because it carries the same product, but holds a different quantity.

To repackage an order:

  1. Open the Inventory module and click the Received tab.
  2. Enter the appropriate search criteria and click Search.
  3. Right-click an order and select Repackage Product to display the Repackage Product window.
  4. Next to the Product field, click the ellipsis to display the Inventory Products List window.
  5. Search for the product code/unit that will replace this item in Inventory and double-click the product.
  6. Example: If you want to repackage five cases of floss and you know there are ten boxes in each case, you must select the product code which relates to boxes of floss and input 50 boxes.

    Note: Read the product descriptions carefully. It is easy to select a product code for the correct product, but the wrong unit.

  7. In the Quantity field, enter the quantity of smaller units you will have after the repackaging.
  8. Example: If you are repackaging five cases of floss and you know there are ten boxes in each case, enter 50 in the Quantity field.

  9. Click OK to close the Repackage Product window.
  10. Under the Received tab, the balance column changes to 0, and under the Product Levels tab, the newly added product’s balance shows a quantity increase.