Index
Buyers request cases, inventory records units and quotes display packaging. An order for six cannot move between these systems without specifying six of what. Resolve this conversion before commissioning a catalog redesign.
Choose the operating model before requesting a quote
Choose whether packaging becomes its own commercial product or a minimum quantity of the same item. The first option simplifies identification but requires a clear stock-unit relationship; the second simplifies records and must reject incompatible quantities.
Packaging records need an effective date for changes. Historical orders retain their accepted conversion while new carts use the current one. Picking reports should show both quantities so warehouse checks do not depend on mental arithmetic or undocumented assumptions about the size of each case.
Requirements to include in the proposal
- Display units alongside price and quantity throughout checkout
- Version conversion factors to preserve the interpretation of previous orders
- Define rounding and partially opened packaging rules explicitly
An acceptance test for this specific purchase
Test an opened case, supplier packaging changes and quantities outside the selling multiple. The cart must explain corrections without silently turning six cases into six units.
Reference for assessing scope
Official documentation for evaluating this scope
Prepare your project with Quantum9
Bring Quantum9 the current process and an anonymized example of this issue. Discovery compares available configuration with necessary development and defines a scope your operations team can actually verify.