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Loppy22's avatar
Loppy22
Contributing User
5 months ago
Solved

Inventory

Is there a way to have one inventory card to sell cases and individual items?
If I have to make two cards how do I record the purchase from my supplier to sell as 2 different items from 2 inventory cards and keep my inventory levels correct? 

  • Hi Loppy22 , (assuming the desktop program) the usual way to do this is have two items.

     

    One is for individual items, and records purchases from suppliers in single item quantities, holds single item inventory and is used for purchase and sales of individual quantities. If your supplier sells you cases, convert the quantity to individual units and change the price accordingly*. 

     

    The second item is for sales of cases, also inventoried, and in this item you create an autobuild entry for (eg) 12 of the first item. This item icarries no stock, so when you record a sale of (eg) one case, AccountRIght will prompt you to order or autobuild; choose autobuild and 12 items will be transferred from the first item to the second. 

     

    * Some people will change the "number of items per buying unit" on the first item to allow them to record purchases in cases. However, suppliers have a habit of changing case sizes, and unfortunately this setting cannot be changed after using it. So I prefer the purcahse method above.

2 Replies

  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    Hi Loppy22 , (assuming the desktop program) the usual way to do this is have two items.

     

    One is for individual items, and records purchases from suppliers in single item quantities, holds single item inventory and is used for purchase and sales of individual quantities. If your supplier sells you cases, convert the quantity to individual units and change the price accordingly*. 

     

    The second item is for sales of cases, also inventoried, and in this item you create an autobuild entry for (eg) 12 of the first item. This item icarries no stock, so when you record a sale of (eg) one case, AccountRIght will prompt you to order or autobuild; choose autobuild and 12 items will be transferred from the first item to the second. 

     

    * Some people will change the "number of items per buying unit" on the first item to allow them to record purchases in cases. However, suppliers have a habit of changing case sizes, and unfortunately this setting cannot be changed after using it. So I prefer the purcahse method above.

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi, Loppy22

     

    Thanks for your post.

     

    In addition to the workaround Mike_James provided, you can also set up the item to sell by case or bulk. Then set the buying details by item unit. If you're planning to sell each case at a discounted price, they can update their bulk selling prices. You can check the Help Article: Bulk update item prices for more information.

     

     Please feel free to reach out if further assistance is needed.

     

    Best regards,

    Doreen