Minimum Version Required: 22.01
Pre-Conditions
To access this dashboard and use the tool, users are required to have the Convert Wholesale Units: Allow users to convert wholesale units per case Permission. Users with the Full Access role are given this permission, but it may be manually added to Users or Roles by an administrator.
Steps
How to convert Wholesale Units Per Case
Using Universal Search, navigate to the Convert Wholesale Units Per Case dashboard
Under the Product field, choose a product you'd like to change
Under the New Package field, select the package you'd like it to switch to
Under the Location field, select the location where this will be applied to
Select the Date Range to recalculate the pricing for the product.
Select the Date Range to recalculate the Units for the product
Select the tables to be updated.
NOTE: If it is set to True, the table will be updated; if set to False, the table will not be updated
When ready, click Convert
Fields And Definitions
* = required field
Product* - Name of the product
New Package* - Unit that the product that will be converted to
Location* - Location of the product that will be converted
Pricing Start Date* - Start date where the price for the product will be recalculated
Pricing End Date* - End date where the price for the product will be recalculated
Unit Start Date* - Start date where the unit for the product will be recalculated
Unit End Date* - End date where the unit for the product will be recalculated
Best Practices
It is recommended that the Conversion Tool is used on Friday since the On-Floor Inventory will not update until the weekly correction process runs over the weekend.
Make sure Date Range used on the Conversion Tool spans from a time older than the first Purchase, and well beyond the furthest dated pre-sale. This will ensure that all Purchase/Invoice Transactions will be converted.
If the subject Product has extensive Purchase and Sales history, then consider creating a new Product rather than using the Conversion Tool.