Skip to main content

Case Configuration For Items

Item Case Configurations. Purpose. Use Case Configurations to define the case sizes available for an item. Assign one or more case sizes per item — such as Each, Inner Case, or Master Case — so B2B b…

Carly Westfall
Updated by Carly Westfall

Item Case Configurations

Purpose

Use Case Configurations to define the case sizes available for an item. Assign one or more case sizes per item — such as Each, Inner Case, or Master Case — so B2B buyers can select the appropriate purchase unit when placing wholesale orders.

Case Configurations are set at the item level. The Case Configurations section appears on all items, above Vendor Info.

Prerequisites

You must have permission to manage items in Flourish.

  1. Click Settings.
  2. Select User Roles.
  3. Select the facility you need.
  4. Click Configure next to the role.
  5. Locate the Admin card.
  6. On the Inventory line, ensure the View and Update toggles are on.
  7. Click Save.
Add a Case Configuration

The Case Configurations section is only available after an item has been saved. It does not appear in create or clone mode.

  1. Navigate to Inventory and open an existing item.
  2. Scroll to the Case Configurations section, located above Vendor Info.
  3. In the blank Add row at the bottom of the grid, enter a value in Case Size. Enter the number of units per case. Enter 1 for eaches. Case size must be 1 or greater.
  4. Enter a label in Display Name. Common values include Each, Inner Case, Master Case, and Tray. If left blank, the display name defaults to Case.
  5. Toggle Default on if this should be the pre-selected case size for buyers. Only one case configuration per item can be set as the default.
  6. Enter a value in Sort Order to control display order in the unit-of-measure picker. Sort order auto-increments in steps of 10.
  7. Click Add.

Repeat these steps to add additional case sizes to the same item. Each case size must be unique per item.

Edit a Case Configuration
  1. Navigate to the item.
  2. Scroll to the Case Configurations section.
  3. Click Edit on the row you want to update.
  4. Update Case Size, Display Name, Default, or Sort Order as needed.
  5. Click Save.

To cancel without saving changes, click the X button. All values revert to their state before editing.

Change the Default Case Configuration

Only one case configuration can be marked as the default at a time. When you set a new default, the previous default is automatically cleared.

  1. Navigate to the item.
  2. Scroll to the Case Configurations section.
  3. Click Edit on the row you want to make the default.
  4. Toggle Default on.
  5. Click Save.
Case Configurations on Items
Deactivate a Case Configuration

Deactivating a case configuration removes it from the unit-of-measure picker without deleting it. You can reactivate it later.

You cannot deactivate the default configuration while other active configurations exist. Set a new default first.

  1. Navigate to the item.
  2. Scroll to the Case Configurations section.
  3. Click X on the row you want to deactivate.
  4. Verify the row is removed from the active grid.
Reactivate a Case Configuration

Deactivated configurations remain visible in the Inactive section of the grid.

  1. Navigate to the item.
  2. Scroll to the Case Configurations section.
  3. Locate the configuration in the Inactive section.
  4. Click Reactivate.
Example Case Configurations

Case Size

Display Name

Default

1

Each

Yes

4

Inner Case

No

12

Master Case

No

How did we do?

Create and Manage Shifts

Contact