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How to Restock Cases
How to Restock Cases
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

Cases are only available for purchase to vendors through the Wholesale application. If there is a shortage of EA Units, or bottles, available for purchase for individual clients through the Client Portal, you can restock cases to return cased bottles to the available inventory.

Required permission(s): product_read, casing_run_read, casing_run_restock

  1. In the Products module, select a product.

    [img product-overview]

  2. Select a SKU to open the SKU's Profile.

    [img sku-overview]

  3. Open the Cases tab.

    [img sku-cases]

  4. Select a Case SKU to open the Case SKU's Profile.

    [img case-sku-overview]

  5. Open the Casing Runs tab.

    [img casing-runs]

  6. Select a Casing Run to restock, and click the


    icon to open a menu of options.

    [img casing-run-menu]

  7. Select Restock Cases. This opens a page to select cases to restock.

  8. Select cases to restock.

    1. Click Add Cases to open a modal that lists all cases packaged in the Casing Run. This list does not include cases that have been reserved or sold.

    2. Choose cases by checking the boxes in the leftmost column. Select all available cases in the Casing Run by checking the box in the column header.

    3. Click Add to select the cases.

      • Note: Remove a case from the selection by clicking the



  9. Click Proceed to Review to open a Restock Cases Confirmation page.

  10. Review the information on the confirmation page. If everything is in order, click Confirm & Restock. This returns the cased EA units in the selected cases to the available inventory. The restocked cases will no longer be available for purchase through Sales Orders.

To package more cases, Create a Casing Run.

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