We are wholesale greenhouse, currently we don't track our inventory through sage. The inventory items are grouped under the container they are grown in (10" hanging baskets, 1203 Flats, 1801 Flats etc.). I am trying to get our inventory to be tracked by plant variety, color and container type and entered as such into the sales order/invoice. (they don't use sale orders at this time either).
My question is can we use classes for the container and is there a way to subtotal on the invoice by class? Our accounts receivable clerk doesn't want the invoices to list out each individual variety and color because the invoices would be 8-12 pages. The only way I will be able to track inventory is if I can come up with a way for them to enter items from the order by variety, color and container, but then have the invoices subtotal by container.
Example:
Order comes in and is requesting:
3 Impatiens/blue pearl/10" Hanging baskets
4 Petunia/red/10" Hanging Baskets
12 Petunia/blue/1203 Flat
10 Marigold/yellow/1203 Flat
The clerk enters all items as above in the sales order but the invoice totals the containers on one line like below:
qty Class Amount ea Total amount
7 10" Hanging Baskets $10.90 $76.30
22 1203 Flats $9.95 $218.90