From a technical standpoint, packaging is multiple units of measure of a given item at once. Flexi works the same way. In Flexi, packaging refers to a multiple of the unit of measure.
If you are interested in configuring packaging from the web application, please refer to our other guide.
Where can I configure individual packaging options?
Since packaging is always tied to a specific price list item, the price list item is the place where packaging is configured. The packaging option can be found on the "Additional Specifications" tab in the detail view of the price list item.
As can be seen in the form, a price list item supports up to five different packaging options. It is not possible to add more. As an example, we will fill in the first packaging option — the row labeled number 1.
You can also assign an EAN code to the packaging, which allows Flexi to work with a barcode scanner. The price is automatically calculated as the corresponding multiple of the selling price.
The packaging EAN code can then be used for record identification both through the desktop application and via the API.
Note:
Volume discounts continue to work with the number of units of measure as such, not with the number of packages.
Usage in documents
Once the first packaging option (row no. 1) is configured for an item, it will be the first packaging applied when a new document is created. We will demonstrate this using an issued invoice as an example.
After adding the item to the issued invoice, the packaging in the first position is automatically populated — in our case, this is a box.
Note 1:
Do you primarily need to load items into document lines as individual pieces (or another primary unit of measure) while also using packaging? If so, enter the piece or other primary unit of measure in the first packaging position. It will then be loaded first when added to a document line, and you will need to manually switch to a packaging option if required.
When the issued invoice is printed, the packaging is displayed as follows:
Note 2:
Packaging can also be used in other sales documents (received order, issued quote, etc.) or in purchasing documents (received invoice, issued order, etc.).
Note 3:
At this time, EAN codes assigned to packaging cannot be loaded into inventory counts. However, this feature is likely to be implemented in the future.
FAQ
Do you need a way to sell multiple items under a single name (as a set)? If so, use the sets and bundles feature.
How do you track a different batch for each packaging option? See our guide.