Article Contents

Introduction
Changing a Case Size

Introduction

When you set the case size of an item, this allows you to:

count cases when taking inventory
order cases on purchase orders
receive cases on invoices

If you need to change the case size of an item because it's wrong, or can come in multiple order formats (12 pack, 24 pack), you can either edit the existing item or create new item variations.

Note: If you change the case size of an item, it only applies moving forward. Any inventories or invoices that contained the previous case size are unchanged. If the previous case size was incorrect, you'll need to edit those inventories and invoices.

Changing a Case Size

Select Item & Set Size

To change an item's case size:

On the Items page of WISK Web Portal, place the cursor over the item and click the pencil icon
Scroll down to the "Case Size" field. Click inside and enter a new value
A confirmation window appears where you can either "Change current case size" or "Create new item variation".

Change Current Case Size

You would select this option if either:

a case size hasn't already been set for the item (it defaults to 1 if no case size has been set)
the wrong case size was entered before

After clicking "Change current case size", the case size becomes what you set.

The case size is updated to the value that was entered (24)

Important: The change in case size only applies from this moment forward. If the item was already added as cases with the wrong size to an inventory count or on an invoice you'll need to edit them by removing and re-adding the item.

Ideally, you want to catch an incorrect case size early to minimize the amount of required corrections.

Checking Past Data

As mentioned above, the change in the current case size only applies to invoices and inventories moving forward. If the item was counted in an inventory or received on an invoice as cases, it will still reflect the old case size on them.

In this example, the Water Bottle case size changed from 12 to 24. The case size has updated but the amount in stock shows as 60 units. This is because the current stock is from an invoice where 5 cases of 12 were received, but the case size should actually be 24.

The stock of 60 is highlighted to show that this is the wrong amount and the invoice needs to be changed

By placing the cursor over the stock count we can see the invoice and open it.

An arrow points to the button to open the invoice

Once inside the invoice, place your cursor over the item and click the blue arrow button, then "Remove".

The "blue arrow" button is highlighted and an arrow points to the Remove button

You can then re-add the item to the invoice and it displays the updated case size. The stock count for the item also updates.

The item is re-added with the proper case size of 24

Create New Item Variation

You would select this option if the item can come in multiple form factors / order formats. This allows you to inventory and order/receive the item in multiple case sizes.

In this example, we have 355ml cans of Root Beer that come in cases of 24, but can also come in cases of 12. When changing the case size from 24 to 12 we receive the prompt and select "Create new item variation".

The "Create new item variation" button is highlighted for emphasis

On the window that appears, set the case size of the new variation, then click "Save".

The case size for this variation is set to 12 and an arrow points to the "Save" button

The new variation appears under the item and can be inventoried, ordered, or added to invoices.

The new variations display, and an arrow points to the variation name field so they can be customized

Note: To help tell the difference between the variations you can change the variation names to reflect the case sizes.

The variation names have been updated to reflect the case sizes