To create inventory to sell to vendors through Sales Orders in wholesale transactions, a license holder must package EA units into cases–also known as CS units–through a Casing Run. Before creating a casing run, ensure the SKU has EA units available. If not, Create a Packaging Run or Add Received Inventory.
Required permission(s): product_read, casing_run_read, casing_run_create
In the Products module, select a product.
[img product-overview]
Select a SKU to open the SKU's Profile.
[img sku-overview]
Open the Cases tab.
[img sku-cases]
Select a Case SKU to open the Case SKU's Profile.
[img case-sku-overview]
Open the Casing Runs tab.
[img casing-runs]
Click New. This opens the New Casing Run workflow in Step 1: Select Bulk Lot.
Select the source Bulk Lot from which to pull inventory for the Casing Run. All inventory in a Casing Run must be from the same Bulk Lot, so you may select only one Bulk Lot.
Click Select Bulk Lot. This opens a modal that lists all Bulk Lots with enough packaged inventory to create at least one unit of the selected Case SKU.
Choose a Bulk Lot by clicking a radio button in the leftmost column.
Click Select. The modal will close, and the Bulk Lot's basic information will populate in the Bulk Lot Information section.
Note: Click Change Bulk Lot to return to sub-step a and select a different Bulk Lot. You can create a Casing Run from a Bulk Lot that is waiting for QA, but the Bulk Lot must be QA Approved before the cases can be sold to vendors.
Click Proceed to advance to Step 2: Add Inventory And Enter Casing Quantity.
Select one or more Packaging Runs and/or Received Inventory to contribute EA units to the casing run. The Add Packaging Runs button will only appear if the Bulk Lot has Packaging Runs available for casing. Similarly, the Add Received Inventories button will only appear if the Bulk Lot has Received Inventories available for casing.
To add Packaging Runs:
Click Add Packaging Runs to open a modal with a list of the Bulk Lot's Packaging Runs.
Select one or more Packaging Runs by checking boxes in the leftmost column.
Click Add to select the run(s) for casing.
Note: If you select an unreleased Packaging Run a confirmation modal will appear. You can case bottles from an unreleased Packaging Run, but the run must be released before the cases can be sold to vendors. Click Continue to acknowledge these conditions.
To add Received Inventories:
Click Add Received Inventories to open a modal with a list of the Bulk Lot's Received Inventories.
Select one or more Received Inventories by checking the boxes in the leftmost column.
Click Add to select the inventories for casing.
Note: If you select unreleased Received Inventory a confirmation modal will appear. You can case bottles from unreleased inventory, but the inventory must be released before the cases can be sold to vendors. Click Continue to acknowledge these conditions.
For each Packaging Run or Received Inventory selected, enter the quantity of EA units to exclude from casing in the field provided. This is an optional step. In a Casing Run, EA units are cased in First-In-First-Out (FIFO) order. This means that the oldest bottles in the Packaging Run or Received Inventory will be packaged first. Use the EA Units to Exclude from Casing field(s) to conserve EA units in an inventory.
Enter the number of CS (case) units to create in the field provided. This maximum number of cases you can create in a Casing Run depends on the quantity of EA units in the selected inventories.
Select the casing date in the field provided.
Click Proceed to advance to Step 3: Review And Confirm.
Review the information on this page. If everything is in order, click Confirm and Create to package EA units into cases.
Upon creating a Casing Run, you should immediately Print Case Labels for the new cases and Download a Casing Record. To return cased bottles to the available inventory, Restock Cases from the Casing Run.