Product unit, packaging and sales multiple

Where to find it

Each product's unit and packaging are set in two places:

• in the catalog import, Price and Packaging section of the Mapping Review (your account menu → Catalog and exports → Import tab);
• on the product page, through the unit and packaging badge next to the code (Catalog menu → click the product).

The store's ordering-by-packaging rules are in your account menu, under Commercial Rules, Orders section.

The three pieces of data that decide how the product is sold

• Sales unit: what the product is called in the sale: piece, box, pack, kit, kilo;
• Qty per package: how many units come in one packaging (e.g.: 12 in a box);
• Price per package: whether the registered price is for the whole packaging or for the unit.

The combination changes how quantity is counted:

This is what turns "3 boxes" into the right quantity when the customer orders by the box and the price is per piece. A wrong record here shows up as a wrong quantity or price in the quote, with no error on screen.

Unit and packaging in the spreadsheet import

When the spreadsheet has unit or packaging columns, the Mapping Review shows the Price and Packaging section:

1. In Selling Unit, choose the column, or Default: Unit (un) if the spreadsheet doesn't have that column.
2. In Qty. per Package, check the column with the quantity per packaging.
3. If there is one, Package Type brings the type (box, pack).
4. In The price refers to:, choose Price per package or Price per individual unit.

When the spreadsheet mixes units (part of the catalog in boxes, part in pieces), the question becomes For each selling unit, the price refers to:, with one choice per unit and the number of products in each. Individual units (un, pc) already come as Price per individual unit; box, pack, kit, set, dozen, bale and set-of-pieces come suggested as Price per packaging: check them.

Unit or packaging columns recognized by mistake can be reclassified in Classification (Ignore, Attribute or Unit and Pkg.).

Unit and packaging on the product page

On the product page, next to the code, there is a badge with the unit and the packaging (for example, "CX · Emb. 12", or "Emb. —" when there is no packaging). For the administrator, the badge is clickable:

1. Click the badge.
2. Adjust Sales unit (e.g.: Pack, Box, Piece) and Qty per packaging. Each field saves when you leave it, with the confirmation Unit updated or Packaging updated.
3. When the product has a unit of measure, the Price per packaging box also appears.

⚠️ In a store whose catalog is synced with the ERP, the unit and packaging may be set by the ERP: the fields are locked and the Catalog synced with the ERP notice explains it. The fix, in that case, is in the ERP.

The sales multiple on order screens

With price per unit and packaging greater than 1, the product's quantity moves in multiples of the packaging. On the product page, a quantity outside the multiple shows Not a multiple of N.

Three store switches, under Commercial Rules → Orders, control the behavior:

• Require Packaging Multiples: "Products with packaging can only be ordered in multiples (e.g.: 30, 60, 90)";
• +/- buttons add by packaging: the quantity buttons go up and down by the whole packaging;
• Allow Fractional Quantities: the screen describes orders in fractions for products sold by weight or volume (kg, liter), but ⚠️ today the switch is saved without changing the behavior of any catalog or quote screen.

The store's default sales unit

Under Catalog and exports → Import tab → Variants & Prepack card, the Selling units block shows how many products the store has in each unit, and Store defaults has the Default selling unit field. ⚠️ Changing this field doesn't alter any product already registered; to fix products, use the product page or re-import the spreadsheet.

Kit and prepack

A product with variants (color, size) can be an Open prepack (the customer chooses how much they want of each variant) or a Closed prepack (kit): the packaging already comes with a set composition. In the import, the prepack type comes from the sales unit: kit becomes closed prepack, the others, open prepack. On the product page, the administrator switches it with the selector next to the packaging badge.

When it goes wrong

"The customer ordered in boxes and the quantity came out wrong." Check, on the product page, the Qty per package and the Price per package box: with no packaging registered there is no way to convert boxes into units, and with the price marked the wrong way the math comes out multiplied or divided by the packaging.

"I can't edit the packaging." The field is locked by the ERP; fix it there.