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Generating and Modifying Size Quantities

After you have established ship-to accounts and delivery dates for a quote, and added products to each ship-to account, you can specify size-specific quantities for the products associated with each ship-to account. To do this you select a size distribution and a multiplier for each product.

Size distributions are set up by an administrator in your company to facilitate the allocation of appropriate product and size quantities. They contain quantities for each size within a product type, and are typically created to reflect consumption rates for each size. For example, a men's casual shirt size distribution might specify the following size quantities: two smalls, three mediums, four larges, and two extra larges. The total number of products for one set of men's casual shirts for this size distribution would be 11. Table 25 shows the product quantities that would result from using the size distribution described above with a multiplier of three.

When you generate size quantities, these quantities are repeated for every delivery date associated with the quote. Considering the example given above, if the quote you are preparing has three delivery dates, then a total of 99 units would be added to the quote you are preparing.

Once you have generated size quantities, you can make adjustments by editing individual size quantities for each delivery date.

The Line Item Detail view displays a quote and the shipping addresses and products associated with it. You can use this view to generate size-specific quantities for each product in a quote.

To generate product and size quantities

1. Navigate to the Quotes screen > List view.
2. Drill down on the Quote # field hyperlink for a selected quote, and click the Line Item Detail view tab.
3. In the Ship To list, select the ship-to account record for which you want to generate product and size quantities.
4. In the Product list click New, or select a Product previously added to the Quote from the Product Search view.
5. In the Pick Product dialog box, select a product record for which you want to generate size quantities, and click OK.
6. Use the picklist in the Size Distribution field to select a size distribution.

   NOTE:  Administrators can generate any size distribution that will apply throughout the organization. End users can set up account-specific size distributions that are applicable only to their specific accounts.

7. Enter a number in the Multiplier field.
8. Repeat Step 4 through Step 7 for each product listed in the Product list.
9. Generate product and sizequanties in either of the following ways:
   • In the Product list, click Menu, and select Fill Sizes All to generate product and size quantities for every product listed in the Product list.
   • Select one product in the Product list ,and choose Fill Sizes to generate product and size quantities for that product.

     The Quantity Requested field of the Product list displays the total quantity for each product.

     Quantities for each delivery date and product size combination are displayed in the Sizes x Dates list. You can switch between Sizes x Dates display and Dates x Sizes by using the drop-down on the list.

To make changes to size quantities

• Change a size quantity by selecting a size quantity field in the Sizes x Dates list and entering a new quantity.