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Inventory — Quantity per Package on Parts

Set Quantity per Package on parts to enable package-based ordering and receiving; how the package toggle appears in Purchase Requests and Purchase Orders; Qty/Package display in part details

Written by Trevor Shaffer

Overview

Quantity per Package lets you define how many individual units are contained in a single package of a part. For example, if you order bolts in boxes of 100, the Quantity per Package would be 100. Once set on a part, this value enables package-based ordering in Purchase Requests and package-based receiving in Purchase Orders — so your team can enter quantities in packages rather than individual units, and the app calculates the total automatically.

Accessing Parts in Inventory

  1. Tap the Tools tab in the bottom navigation bar

  2. Tap Inventory

  3. To create a new part, tap the New Part button in the top right

How to Set Quantity per Package on a New Part

When creating a part, the Quantity per Package field is available in the basic information section.

  1. From the Inventory screen, tap the New Part button to open the New Part form

  2. Fill in the required fields: Part #, Name, and Quantity

  3. Scroll to the Quantity per Package field

  4. Enter the number of units contained in one package (e.g., 12, 24, 100) — the value must be a whole number greater than zero

  5. Tap Add to save the part

NOTE: If you leave Quantity per Package blank, the package toggle will not appear when ordering or receiving this part. You can always add it later by editing the part.

How Quantity per Package Affects Ordering and Receiving

Once a part has a Quantity per Package value, a toggle button appears next to quantity fields throughout the app wherever that part is used.

In Purchase Requests:

  • When adding the part to a Purchase Request, tap the unit toggle button next to the quantity field to switch to Package mode

  • Enter the number of packages you need — the screen shows Quantity/Package and Total Qty so you can confirm the total units

  • The Purchase Request saves both the package count and the total unit quantity

In Purchase Orders (Receiving):

  • When receiving the part against a Purchase Order, tap the toggle to switch between units and Packages

  • Enter the number of packages received — the total unit count is calculated automatically

  • Both the package count and total units are recorded against the order

Understanding the Quantity per Package Field

  • Quantity per Package is a whole number stored on the part itself — it does not change per order

  • It represents the number of base units (e.g., each, piece) in one package

  • The field is optional — parts without it are ordered and received only by individual units

  • Changing the Quantity per Package on a part updates it for all future orders; it does not retroactively change past orders

Use Cases / Examples

Use Case 1: Ordering fasteners in bulk
A maintenance team orders M8 bolts in boxes of 50. By setting Quantity per Package to 50 on the bolt part, technicians can enter "3 packages" when creating a Purchase Request instead of calculating 150 units manually. The app automatically records 150 as the total quantity.

Use Case 2: Receiving filters packaged in cases
A warehouse worker receives an oil filter delivery packaged in cases of 12. With Quantity per Package set to 12, they switch the Received Qty field to Package mode and enter the number of cases, letting the app calculate the total filters received.

Use Case 3: Stocking spare parts in the inventory catalog
An inventory administrator is setting up a catalog of common spare parts. They add Quantity per Package values to all parts that are ordered in bulk packaging so that technicians ordering through Purchase Requests can work in natural units (packages) rather than counting individual pieces.

Best Practices

  1. Set Package Size at Part Creation: Configure Quantity per Package when you first add a part to the catalog — it prevents ordering errors from the start and saves edits later.

  2. Use the Standard Packaging Unit: Set the Quantity per Package to match how the vendor actually packages the item (e.g., box of 12, roll of 100) so the toggle unit matches what arrives on site.

  3. Leave Blank for Non-Packaged Parts: If a part is always ordered individually, leave Quantity per Package empty — this keeps the ordering experience simple and avoids confusion.

  4. Update When Vendors Change Packaging: If a vendor changes their packaging quantity, update the part's Quantity per Package field promptly so future orders reflect the correct calculation.

Troubleshooting

Issue: The package toggle is not appearing when adding this part to a Purchase Request or Purchase Order

Solution:

  1. Open the part in Inventory and verify that Quantity per Package has a value greater than zero

  2. If the field is blank, tap Edit and enter the correct package size, then tap Save

  3. Return to the Purchase Request or Purchase Order — the toggle should now appear for that part

Issue: The Quantity per Package field is not visible when creating or editing a part

Solution:

  1. Confirm you have the appropriate inventory permissions to create or edit parts

  2. Contact your administrator if the field is missing — it may require elevated permissions in your account configuration

Issue: The Total Qty shown in package mode does not match expectations

Solution:

  1. Verify the Quantity per Package value on the part is correct by opening the part detail screen

  2. The total is calculated as: Packages entered × Quantity per Package

  3. If the Quantity per Package is wrong, edit the part and correct the value

Summary

Quantity per Package defines how many individual units come in one package of a part. Setting this value on a part enables your team to order and receive in packages rather than individual units, with the app automatically calculating total quantities. Configure it when creating or editing parts in Inventory, and it will automatically enable package-based entry wherever that part is used in Purchase Requests and Purchase Orders.

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