How do I add or edit a case size?

IMPORTANT: If you purchase from multiple suppliers or purchase in multiple ways from the same supplier, you must add case sizes for the item. Do not add multiple items.

How to Add or Edit a Case Size

  1. Click "Recipe" from the menu bar.
  2. Select "Items"
  3. Select the item to add or edit case sizes.
    1. To complete a new item, click the "New Item" button in the upper left corner of the window and enter the fields as shown below.
    2. To add a new case size for an item, select the item, and click the "Edit" button located in the top left corner of the window. Click the "New" button located near the top right corner of the following window.
  4. Enter the information as show below.
  5. Click "Save".
Field Details
Supplier Choose a supplier name from the drop-down. To add a new supplier, choose "Setup" and select "Supplier".
Order Code Enter the order code or item number of the item as provided from the supplier. OC Enterprise will rely on this number for import validation.
Description Enter a description for this specific case size of the item. (This will be auto-populated if using the Invoice Import module.) You may want to include a note such as "6/100 cans" or "11 pound case".
Barcode Enter an assigned barcode here (optional).
Tax Group

Enter the Tax Group code applicable to this item (if applicable). Once a tax group is chosen, this window will display some additional fields.

Price Includes Tax (If Tax Group Selected) - Check this box to indicate that tax is included in the purchase price.

Adjusted Case Cost (If Tax Group Selected) - The application of the tax group will apply to the purchase price and display the net cost to you. If a tax is applied, the amount will show including the tax percentage.

Purchase Price

The amount paid per purchase unit. If you purchase an item by the case, indicate the case price. If you purchase by the pound or kilogram, indicate the price per pound/kilo. 

For items that you order by the case and receive by "catch weight", indicate the price per case as the average case size multiplied by the cost per pound/kilo. The split unit will be pound or kilogram.

Split Unit (How many split units in the case?) The unit level will default to the reporting unit. Indicate the number of reporting units in the purchase unit. Should you wish to use a different unit, indicate the unit. Then, in the pack unit, indicate how many of the units are in the split unit. This conversion will be added to the system.
Pack Unit (how many "recipe units" in a split unit) This is how many of the recipe units are in the split unit. Ex. 100 fl-oz per can, 50 each in a box, 10 pounds in a bag.
Yield % (percentage)

This is a waste (amount not utilized) percentage that will carry through to your usage. 

For many items, when the yield % is assigned, the item cost will be based on the usable (yielded) amount. This factor calculates the Usable Product Cost. It is based on how much waste a product has.

Allow Split Case? When ordering some items from certain suppliers, you may want stores to be able to buy a "split case" (broken case). Checking this box will allow split case ordering and purchasing. When in the ordering window, choose the split option to order a split case amount, which will be around the second level unit in the case size.
Should Count? (For inventory count sheets) Enable this check box if you would like this pack size to be counted in inventory. The default case size will always be on the count sheet, but if you need to count two different units of the same item, you can use this feature. This is used primarily for liquor items where you want to count 750mL bottles and 1.75L bottles for the same item.
Default Ordering Case Size Check this to make all reporting use this case size from reporting. All numbers will be divided down to convert to this case size.