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Setting up unit prices

How to give a sale unit price and the unit prices (i.e. a box of 100 price and the per unit price)

This applies to both the quotations and RFQ modules.

Use these variables for their PDF templates:

{ItemProductUnit}

{ItemPricePerUnit}

{ItemCostPerUnit})
​

First set up the units, then make them visible on the quotation and RFQ screen (if used).

Create units

1. Click on the cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar beside the help icon and profile picture

2. Click "Inventory & Item Management"

Settings sidebar with "Inventory & Item Management" highlighted, alongside company details and sections like Company Locations

3. Click "Items" or "Products" or what you have renamed them to

Settings menu with Inventory & Item Management expanded, the Products option highlighted below Stock in the left sidebar

4. Click "Units"

Item Settings page with the Units tab highlighted below Variant Option Presets and Barcodes in the left tab list

5. To add a new unit

Item Settings Units tab with the Add New button highlighted above the list of units such as Carton and Box of 1000

6. Click here.

Item Settings Units tab with new unit "Box of 100", quantity 100, entered and the checkmark save button highlighted

Show unit columns on quotations

7. Set this up on the quotation edit screen - Click "Go To"

Item Settings Units tab listing unit sizes, with the Go To menu highlighted in the top navigation bar

8. Click "Quotations"

Go To menu open over Settings, with Quotations highlighted under the Sales section alongside Leads and RFQs

9. Open any quotation

Quotations list with the quote number Q1743 in the first row highlighted to open the quotation

10. Click "Update visible information in this screen"

Line items grid with the "Update visible information in this screen" icon highlighted at the top right, above the columns

11. Click on the cog

Line items table with the cog in the Switch View panel highlighted, showing the Open Display Editor tooltip

12. Select Product Unit

View settings panel with column toggles, the Product Unit toggle highlighted and switched on alongside Price Per Unit

13. Select Price Per Unit

View panel column toggles with the Pieces Per, Price Per Unit and Product Unit switches highlighted and turned on

14. Save the column set

Column settings panel with Price Per Unit toggled on and the Save button highlighted at the bottom of the panel

15. And close the pull-out

Column settings pull-out with field toggles, highlighting the Close button at the bottom next to Save

Change the unit on a line

16. Click on the unit to change it

Line item Unit dropdown highlighted and open, showing Box of 100, Box of 1000 (selected) and Carton options

17. The price per unit is calculated

Line items table with the Price Per Unit column highlighted, showing 5.00 calculated from a 500.00 sales price per box of 100

Learn more: quotes in Zigaflow

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