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Article #225 How to Create and Use Case Lots in Solid Business Central

Answer: Case Lots is a great new feature available to Solid Route Accounting – Enterprise Edition clients that allows for the easy sale of parts within a larger package. Products, especially within a C-Store environment, are often packaged within a box, and sometimes within even a larger box yet, and to make things worse, all three different sizes of packaging each has a different barcode. This can make invoicing those items a guessing game on which barcode to use, and often makes it necessary to open up boxes unnecessarily, just to access the needed item’s barcode.

Case Lots cuts through all that inconvenience and allows the route sales person to scan any of those three barcodes to add any of those items to the invoice. Simply by scanning any of those barcodes, a list will display which allows the route sales person to select which size of package they wish to add to the invoice, and then enter the quantity desired, and then continue invoicing by scanning the next item. To get started with setting up Case Lots:

  1. In Solid Business Central, navigate to [Datafile / Inventory / View] and add all the items that will be related to each other, including their barcodes. For information on how to add Inventory Records, please view the Video Tutorial for Session#2: Datafile Entry – Inventory Records. Setting the ‘Units’ field appropriately for these items will help later to determine if it’s an individual Inventory Record (EA – Each), a case of items (CS – Case), a pallet of cases (PT – Pallet), and so on. Also consider that since Enterprise Edition doesn’t allow for duplicate ‘Part Numbers’ it’s wise to figure out a naming convention that will at a glance tell if the part is an individual unit, case, pallet, and the like.

    Example: A single pepperoni stick at a price of $1.00 is one Inventory Record called ‘Pep50gram’ and set with ‘Units: EA’. They’re also sold in packs of 15 at a price of $15.00, which is another Inventory Record called ‘Pep50gram PK’ (for pack) set with ‘Units: EA’ as well since they’re also popularly sold by this quantity. Lastly, those packs are contained in boxes that contain 12 packs at a price of $180, which is yet another Inventory Record called ‘Pep50gram CS’ set with ‘Units: CS’. Notice that this setup will work even if multiple items are set to the same ‘Units’ type.

    NOTE: If all the related items share the same barcode, then only one of those items needs to have a ‘B Code’ set for this setup to work, which is typically set on either the item which is most invoiced, or the mid-sized item.

  2. Once the items have been added, the next step is to navigate to [Datafile / Inventory / Case Lot] where the relation between these items can be created. As with other areas of the program, use the [Insert] key to add a new Case Lot Record.
  3. In the ‘Outer part’, enter in the ‘Part Number’ of the larger part, such as the ‘Case’ sized item. In the ‘Inner part’ enter in the ‘Part Number’ of the smaller part contained within that case. Lastly, in the ‘Contains’ field, enter how many of that smaller part are contained within each case.

  4. Once set, use [CTRL+END] to save this record, and continue to add all other Case Lot relationships.

    NOTE: From the example given in step 1 above, there would be three Case Lot Records created:

    1. Outer part: Pep50gram CS, Contains: 12, Inner part: Pep50gram PK
    2. Outer part: Pep50gram PK, Contains: 15, Inner part: Pep50gram
    3. Outer part: Pep50gram CS, Contains: 180, Inner part: Pep50gram
      This way any of these three parts can be invoiced, regardless of which item’s barcode is scanned.

  5. After creating all the needed Case Lot Records, navigate next to [Datafile / Cost Center / Mobile] and use [F6 – Update] to display the prompt ‘Set price list update flag?’. Use the [A] key on the keyboard to update the price list for all mobile units, and once the ‘Reload Prc Lst?’ field is set to ‘Yes’, sync the handheld computers to update them with these new Case Lot Records.

Once the handheld computers have been synced, scanning any of the items in Solid Sales Pro that belong to Case Lot Records will now display a list of all items relating to that scanned Case Lot item, and allow the route sales person to select the Inventory Record they wish to add to the transaction.

Last modified on 16 Feb 2018

Additional Info

  • Software Components: Solid Business Central
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