Case Packing

Finale has the ability to track case and open stock separately for any given product id.  If you have an inventory where you would like to see how many unopened cases you have in addition to broken cases (individual quantity), this may be a function that would help.  It is worth nothing, however, that this function does not work very well with eCommerce users, which we'll go more into detail below.

Every product has the option to define a standard packing size which finale uses to calculate the total quantity amounts.  This is the field called "Std Packing" within the product's attributes page.

A case of 12 units should be notated as 12/1 (read as 12 per case)

The case quantity can also be defined in a stock import using the packing field.  This value does not have to be the same as std packing.  

For users that have varying case sizes, the expand details on the stock page (a) will show the breakdown of the cases (b), but also the grand total of all of the products (c).

To add case stock, you can use the import stock take or import stock change function and add an additional column named "packing" and input the corresponding case size (12/1, for example).

To add case stock individually, you can use the stock take or the stock change function and define the case (4) , and add, subtract, or set to the quantity (5). 

Alternatively, you can also use this screen to break apart a case into individual units.  If you have multiple case sizes, you will need to select the case you are breaking apart from the packing field (2), and then input the quantity of cases you're breaking apart (5).

For eCommerce and Integrations

For users using Finale to push stock levels to integrations and users pulling orders into Finale using integrations, Finale can push the overall quantity of case and individual stock, but the Case stock will need to be manually broken apart for orders. 

For example, if you have 0 individual products, but 1 case of 12, Finale can push 12 available units to your website.  When you get a sale, however, Finale will NOT automatically break the case of 12.  Finale will create a negative 1 in your individual stock levels and you will need to use the break case function to satisfy the order quantity.

Video

Please watch this video for further understanding of Case Packing.