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We face with a problem, how to force certain qty values in Qty column in quotations.

Details:

• We sell products only packed in boxes in different quantities: 1, 2, 5, 10, etc.
• Prices of products are per piece; so, the value of a box is: Qty x Price/pc
• Today the user who made the quotation has to be very attentive not to quote different quantities than in the packages. Source of mistakes.

Question is: how to setup product database in order not to be able to quote quantities of products only as a multiple of quantities in boxes? For instance, for boxes with 5 pcs to quote only quantities of 5, 10, 15, 20, etc. Whatever other quantities input in Qty column to be refused.

The idea was that for whatever Qty up to box packed qty to input the packed qty. In this case, whatever the customer asked for (1, 3, 5 7,etc) to input 10 pcs. And if requirements are for 11 pcs to input 20 pcs.

This type of logics we need for Qty input.

Do you have different Product Codes (Manufacturer Part Numbers) for the different box sizes?

Yes, each product code has a specific number of pieces in a box. One code could have 10 pcs in a box, another code 5 pcs, etc.

Assuming that you are using QuoteWerks as a Product Source, if you look in the Product Edit screen -> Advanced tab, there is the concept of "Quantity Multipliers". By default these are all set to 1.

Suggest that for the relevant Products you change the Quantity Multiplier 1 value to 2, 5, 10, etc.

When Products are pulled onto the QuoteWerks Document, the Line Items there have the concept of a Base Quantity, the same Quantity Multipliers as on the Edit screen, and a Total Quantity.

When you Users want to quote 10 of an Item, they'd pull the relevant 10 Quantity Multiplier Product onto the Quote and enter 1 for the Base Quantity and Total Quantity is 10. For 20 use the same Product and enter 2, etc.

If your customer wants 11 items as in your example, then you can either quote them for 1 x 1 and 1 x 10 or 2 x 10 to supply 20. Does this help?

Hi,

no this doesn't work. From Ben Shoup I got the same idea.

The idea is that if a customer want 1 pc of a product, packed in boxes of 10, to get a quotation for 10 pcs. Similar, if he want 2 or 3 pcs to get the same 10 pcs in quotation. A full box.

If he want for example 11 pcs, to be quoted 20 pcs.  2 full boxes. And so on.

Yeah, if QTY multipliers don't work for you, nothing native to QuoteWerks would.

You'd need a custom script built for this, and you'd have exactly what you needed.

This is very niche and unlikely to make it as native software functionality.