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Within Retail Express, a Package is defined as a product that contains multiple components. A Package may also be known as a Kit, Bundle or a Bill of Materials.
Examples of Packages:
- Camping Kit: Tent, Sleeping Bag and Gas Burner
- Dining Suite Package: Six dining chairs and a table
- Nutrition pack: Protein powder, shaker and dietary guide
Packages are virtual inventory items, designed to allow you to bundle or combine multiple products in various quantities to make up a 'package' that can be sold to your customers - usually at a better price than purchasing the various components separately.
The Cost Price of the package is exclusively the sum of the cost prices of its components. You cannot manually specify the cost price of a package.
|Package Cost Price||$27.50|
Overview of Package Functionality in Retail Express
To create a package you need to:
- Create the virtual Package product
- Configure the individual components
To create a package you will need to first create the "virtual" product - i.e. the parent product that is used within Retail Express. Once this has been created you will be able to add the individual components (step 2).
To create a Package:
- Navigate to Inventory > Package Setup
- Enter a Short Description (if using the "Consolidated Group of Products" the Short Description will be the name of the package on the customer invoice)
- Enter a Supplier SKU/barcode for the product
Note: if you don't have a dedicated product code you can make your own, it will just need to be unique from other Supplier SKUs/barcodes in the system (you cannot use the same Supplier SKU or Barcode for multiple products)
- Select a Product Type
- Select a Supplier
- Enter the Weighted Average Buy Price
Note: this is only to complete the requirement of the mandatory field so you can add the product - once you add individual components this value will be recalculated to match the total of the components; refer to the Cost section above for more information
- Enter the POS Price
- Complete the rest of the fields as required
For more information on individual product fields refer to the Inventory - Create and Edit a Product article
- Add additional barcodes on the Barcodes tab if required
- Click Save Changes
To add a Product to the Package:
- Once the Package has been created a new Package Products section will be displayed
- Enter the Product ID or Supplier SKU into the Products field
- Click Add Product
Note:You must click Add Product. Pressing Enter on your keyboard saves the Package information only and does not add Products. Products must be added one at a time.
- The Weighted Average Buy Price for the Package will update
- Click Save
To remove a Product from the Package
- Edit the Qty to 0 (zero)
- Click Update Qty
To change the quantity of a Product
- Edit the Qty
- Click Update Qty
Select your Package Options
The Package Options determine how the package is handled by in various areas of the system, such as POS, Reporting and Ordering.
|Treat Package as a Consolidated Group of Products||
The package is displayed as a single 'Product', with the package's SKUs, description and price displayed instead of the individual components.
In order to report on sales of a Package, you search reports for the Product Type, Supplier, Description or SKUs of the Package, rather than those relating to the products contained within the package.
|Treat Package as individual products||
The package individual components are displayed when you add the Package to POS, instead of just the Package detail. As individual products are displayed, with their correct quantities, these can even be interchanged at POS (e.g., remove one qty of colour brown to add one qty of colour black) and the discount for the entire package is applied across the products.
As these products are treated individually, you search reports on sales via the individual products.
To report on your Packages, use the Package Details Report.
More functionality available using Packages:
Save time on ordering and receipting by working directly with the Package Product instead of the individual components. Packages can be added to Purchase Orders and receipted via Stock Receipt.
How it works?
- Add a Package Product to a Purchase Order > place On Order
- The individual product components will be flagged as On Order
- Perform a Stock Receipt once the stock is delivered
- The Package Product AND the individual components are entered into available stock
Add a Package Product to a Purchase Order (PO)
The Purchase Order lists only the Package Product (not the components), however both the individual components and the package will be flagged as being On-Order on the Inventory tab of a product.
The Package Product is also visible as On Order via: Edit Product/Package > Inventory tab and via the PO Detail Report.
Perform a Stock Receipt of a Package
Once your stock is delivered, perform a Stock receipt as normal.
- The stock is receipted against the individual package components.
- The Buy Ex of the Package is applied across the product components as a weighted average
- Packages are only shown as being available in stock if there are enough component products to make at least one package.
- The number of packages shown as available in stock reflects the amount of packages that can be built from the available inventory of the component products.
Packages can be included on internal transfers, created via both POS and Back Office.
Add a Package Product to a Transfer
Note: the Transfer lists only the Package Product (not the components)
Make Transfer available
Once your stock arrives in-store, complete the Transfer as normal.
- Stock is receipted and the Transfer is moved to a Closed status
- Once the Transfer is complete each individual component of the package will have been transferred
Extract from the Inventory Movement Log:
Note: Stock Adjustment can be actioned, however Packages are NOT available to be included in a stocktake.
To process a manual Stock Adjustment, navigate to : Inventory > Stock Adjustment and enter the product details as normal.
Once the Stock Adjustment is complete each individual component of the package will have been adjusted.
Extract from the Inventory Movement Log:
The Stock Adjustment Report will reflect the adjustment on a Package
Frequently Asked Questions
If you add the Package to an order in POS and the price is higher than configured in the Back Office, check if any of the individual components has a Maximum Discount Rule. If so, this will affect the total cost of the package. You will need to either adjust the Package price or modify the Maximum Discount Rule to allow the Package discount to take effect.