Returnable Containers Example

John Allen, account manager at Vision Corporation wants to associate new returnable container with new products that returnable container can contain. After returnable container is associated with new products, John must associate returnable container with existing account, Seven Corporation.

John must complete these steps to set up the new returnable container and associate it to Seven Corporation's account.

1. Create the returnable container record.

2. Associate the assortment with Seven Corporation's record.

3. Associate the returnable container and the products in an assortment line relationship.

4. Create a container class record to list all the products which can be sold using the new returnable container.

5. Associate the new assortment line relationship and the container class record with Seven Corporation's record.

Create Returnable Container Record

You must create a product record for a returnable container though a returnable container cannot be sold. As an account manager, here's how you can create returnable container record:

1. Go to Products and click Create Product.

2. On the Create Product page, define the new container and deselect the Eligible to Sell check box.

3. Click Save and Close.

   The new returnable container record has been created.

   Note: The sales administrator must add the new returnable container to the price book and the product group.

Associate Assortment with Seven Corporation Account Record

You must associate assortment with the account to associate all the products which the account is selling. Here's how you can associate an assortment with the account:

1. Go to Account and select Seven Corporation's record from the list of accounts and select it.

2. Go to the Profile subtab and search for the assortment which you want to associate with Seven Corporation's account record.

3. On the Search and Select page, search and select the assortment and click OK.

   Note: On the Search and Select page, you can also create a product and add the new product to the assortment line relationship.

4. On the Profile subtab, click the name of the assortment you just added.

5. Go to the Product Assortment Line subtab and click Create.

6. On the Create page, select the stock keeping unit (SKU) which you want to associate with the assortment.

7. Click Save and Close.

   The assortment has been associated with Seven Corporation's account record.

Associate the Returnable Container with a Product in an Assortment Line Relationship

You must create assortment line relationships to associate the products which the new returnable container can be sold in and the new returnable container individually. Here's how you can associate the returnable container with a product in an assortment line relationship:

1. Go to Assortment Line Relationships and click Create.

2. On the Create page:

   1. Search for the product you want to associate with the new returnable container and select it.

      Note: On the Search and Select page, you can also create a product and add the new product to the assortment line relationship.

   2. Search for the container you just created and select it.

3. Click Save and Close.

   The new returnable container has been associated with a product in an assortment line relationship. You can create more assortment line relationships to associate other products which can be sold in the new returnable container.

Create the Container Class Record

You must create the container class record to associate the new returnable container with all the products which the container can be used to be sold in. Here's how you can create the container class record:

1. Go to Container Classes and click Create.

2. On the Create page, specify a name for the container class record and click Save and Continue.

3. Go to the Products subtab and click Add.

4. On the Select and Add page, search for all the products which can be contained in the new returnable container and add them.

5. Click Done and then Save and Close.

Add the Container Class to Seven Corporation Account Record

The container class record lists all the products which can be contained in the returnable class. Here's how you can add the container class to an account record:

1. Go to Account and select Seven Corporation's record from the list of accounts.

2. Go to the Container Classes subtab and click Add.

3. On the Select and Add page, search for the container class you just created and add the container class.

4. Click Done.

5. On the Create page, provide the maximum number of bottles which can be allowed to remain with the customer.

   John has created a returnable class, associated the products it can contain, and also associated the container class with Seven Corporation's account.