The box item type is helpful in scenarios where you buy an item by the case but sell it in smaller packs, as a single, or by the case. An example would be a case of 24 sodas that you might sell in packs of 12, 6, or as individual cans. By creating a box to link the case to its packs and singles, their shared inventory is automatically broken down or built up when you check out your customers. You can also manage your inventory manually beforehand.

A box needs to be made up of the same item. If you intend to create an item that will be made up of different items, like a custom bicycle or a gift basket, you would instead create an assembly.

Creating a box item

To create a box:

1. Navigate to Inventory.
2. Click New Item.

   

3. Enter the item details.

   

4. In the Type dropdown, select Box.

   

5. Click Save Changes.

You will automatically be directed to the created item page.

Creating single items in a box

1. On your item's page, click Box.

   

2. Under Create New Single Item, enter your Description and # Of Singles Per Box.

   

3. Click + Create Single.

The Boxed Items section will appear, showing the quantity of single items per box, the item's description, the number in stock, and the price per single item (obtained by dividing the total box cost by the number of singles per box).

To edit information about a single item, click the item's name under the Description header. Under the In Boxes heading, you can view the total number of singles in all of your boxes.

Breaking down and building boxes

Breaking down a box means taking a box item (such as a case of soda) and separating it into single items (such as one can of soda). Building a box means taking single items and combining them into one box (such as taking individual cans of soda and packing them into 1 box).

Breaking down boxes

To break down a box into single items:

1. Navigate to your box item > Box.
2. In the Break Down Boxes Into Singles section, enter the quantity to break down and select the single item you're breaking the box into.

   

3. Click Break Down.

The number of boxes and the quantity of single items will automatically update.

Building a box

To build a box from single items:

1. Navigate to your box item > Box.
2. In the Build Boxes From Singles section, enter the quantity to build.

   

3. Optionally, select the single item you're using to build the box. If you don't choose a selection from the dropdown menu, Retail POS will automatically use the single item last used to build this box.
4. Click Build.

The number of boxes and the quantity of single items will automatically update.

What's next?