Packaging is, from a technical perspective, multiple units of measurement of a given item at once. The same applies in Flexi. In Flexi, packaging refers to a multiple of the unit of measurement.

If you are interested in configuring packaging from the desktop application, please refer to our other guide.

Since packaging is always tied to a specific price list item, the price list item is the place where packaging is configured. The option to specify packaging can be found on the "Additional Specifications" tab in the detail view of a price list item.

If the packaging tab is not displayed, you can show it using the form settings.

As can be observed in the form, a price list item supports the specification of up to five different packaging options. It is not possible to add more than five. As an example, we will fill in the first packaging option, i.e., the row labeled number 1.

An EAN code can also be added 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 via the desktop application and via the API.

Note:

Volume discounts continue to work with the number of units of measurement as such, not with the number of packaging units.

Once the first packaging option is configured for an item (row no. 1), this packaging will be applied by default 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 filled in automatically — in our case, this is a box.

Note 1:

Do you primarily need to load individual pieces (or another primary unit of measurement) into document line items while also using packaging? If so, enter the piece or other primary unit of measurement in the first packaging position. It will then be loaded first into the document line item, and you will need to switch to packaging manually.

In the printed issued invoice, the packaging is then displayed as follows:

Note 2:

Packaging can also be used in other sales documents (received orders, issued quotes, etc.) or in purchasing documents (received invoices, issued orders, etc.).

Note 3:

At this time, EAN codes associated with packaging cannot be loaded into stock-taking. However, this functionality is likely to be implemented in the future.

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 unit? See our guide.