Product roll-up kits are designed for those who apply various treatments to bulk seeds. Using this feature allows the seed product and the roll-up kit, which contains the treatment products, to be entered on a transaction. When the document is printed, the products contained in the roll-up kit can be rolled up into the seed product using the desired roll-up Print Method. The roll-up kit name is appended to the product description. In the case where inventory is relieved for a transaction, the seed and the products included in the product roll-up kit affect inventory. The roll-up kit selection is available on Sales Orders, Delivery Tickets, Bookings, and Invoices. Although these product roll-up kits were designed for seed, they can be utilized for other product programs as well.
Setup
- At Accounting / Setup / A/R / Rollup Kits, select Add.
- Enter the Name of the roll-up kit, and double-click on the Product column heading to select the products to be included in the kit.
- Choose Save to complete the setup.
Transaction Process
- A Rollup Kit column is included in the transaction grid for selection purposes. In that column, select the kit to be applied to the product. Initially, this column displays at the end of the list of columns but can be moved.
- After selecting the roll-up kit, click the Apply Rollups button. The roll-up kit products are added to the transaction.
- Select the desired roll-up option in the Print Method dropdown.
- The printout shows the originally selected product with the roll-up kit name appended to the product description.
