Case Calculator and Fixed Units of Measure
The Case Calculator allows users to quickly add order products that are sold and shipped in pre-defined multiples, called cases. When a product is configured with a quantity per case, users can enter the number of cases, and optionally, individual units. The Case Calculator automatically calculates the total quantity of the order line.
If the Fixed Units of Measure is enabled is selected on a product catalog record, the product can only be ordered in the defined multiples and individual units cannot be added on.
For example, an end user places an order for Cholecap 10mg, which can be sold in cases of 20. They use the Case Calculator to add 2 cases and 10 units of Cholecap 10mg to the order, which automatically calculates a quantity of 50 for the order line.
The Case Calculator does not support Bundle Packs or Kit Items.
Who can use this feature?
- End Users - Browser, iPad
- Using Quantity per Case and Fixed Units of Measure
- Using the Case Calculator
- Order Admins - Browser
- Managing Quantity per Case and Fixed Units of Measure
- Users do not require an additional license
Configuring the Case Calculator for
All Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Ensure Configuring the Product Catalog is complete.
Enabling Case Calculator for Products
To enable Case Calculator and Fixed Units of Measure for a product:
- Navigate to Business Admin > Objects > Product Catalog (product__v).
- Select the appropriate product.
- Ensure the Sample U/M (sample_u_m__v) field is populated.
- Ensure the Quantity Per Case (quantity_per_case__v) is populated
- Repeat for each product as necessary.
Managing Quantity Per Case and Fixed Units of Measure as
Order Admins
To manage Quantity per Case and Fixed Units of Measure to a product:
- Navigate to Business Admin > Objects > Product Catalog (product__v).
- Select the appropriate product.
- Select Edit.
- Populate the Sample U/M field with the unit of measurement, for example, Box, Case, or Carton. Additional units of measure can be added by adding custom picklist values.
- Populate the Quantity Per Case field with the number of units in one case.
- Select the Fixed U/M checkbox to specify if the product can only be ordered in case multiples.
- Select Save.
- Repeat for each product as necessary.
Using Quantity per Case and Fixed Units of Measure as
End Users
To use Quantity per Case and Fixed Units of Measure:
If Quantity per Case is defined for the product, the Case input line and Unit of Measure line display when Quantity is selected.
If Fixed Units of Measure is enabled for the product, the user can only enter a quantity using the case calculator and cannot enter individual units.
Using the Case Calculator as
End Users
When a product is configured with a Quantity per Case value, the Case Calculator icon displays in the Quantity field for the order line.
If Fixed Units of Measure is enabled for the product, the entire Quantity field is selectable and opens the Case Calculator directly. In this mode, individual units can not be added.
To set quantity using the Case Calculator:
- Navigate to the appropriate order.
- Select the edit icon.
- Select the Case Calculator icon in the order line’s Quantity field.
- Enter the number of product cases.
- Enter the number of individual product units, if applicable. If Fixed Units of Measure is enabled, adding individual product units will not be available for the product.
- Select Save.
The Quantity field of the order line updates according to the updated quantity values.
