From a technical standpoint, packaging means multiple units of measure for a given item at once. Flexi is no different. In Flexi, packaging refers to a multiple of the unit of measure.
If you are interested in setting up packaging in the desktop application, please use our other guide.
Where can I set up individual packages?
Because packaging is always tied to a specific price list item, the price list item is the place where you set up packaging. You can find the option to define packaging on the Packaging tab in the price list item detail.
If the Packaging tab is not displayed, you can show it using the form settings.
As you can see in the form, a price list item can have up to five different packages. It is not possible to add more. As an example, we will fill in the first package, that is, the row marked with the number 1 (a box of 12 pieces).
You can also enter an EAN code for a package, which allows Flexi to work with a barcode scanner. The price is calculated automatically as the corresponding multiple of the selling price.
The package's EAN code can then be used for identification both in the application and via the API.
📝 Quantity discounts still work with the number of units of measure as such, not with the number of packages.
Use in documents
Once you set up the first package for an item (row 1), this package is the first one taken into account when you create a new document. We will demonstrate this with an issued invoice.
When you add the item to an issued invoice, the package in the first position is applied automatically, which in our case is the box. The quantity is therefore filled in as a multiple of the package (12 pieces).
ℹ️ Do you need to load a piece (or another primary unit of measure) into document items by default, while also using packaging? If so, enter the piece or other primary unit of measure in the first position of the packaging. It will then be loaded into the document item first, and you will need to switch manually to select a package.
The packaging is then displayed as follows in the printout of the issued invoice:
📝 Packaging can also be used in other sales documents (received order, issued quote, etc.) and in purchase documents (received invoice, issued order, etc.).
⚠️ Currently, EAN codes entered for packages cannot be loaded into an inventory count.
FAQ
Do you need a way to sell multiple items under a single name (a set)? If so, use the sets and kits feature.
How do you track a different batch for each package? See our guide.