Introduction

The Case Breakdown feature in XSite links bulk items (like cartons) to their smaller units (like packs), so when one runs out, the system can automatically convert and restock the smaller unit from the larger one. This keeps your inventory accurate without manual updates.

In XSiteIO

1. Go to ‘Price Book’ in the side menu, select ‘Items’, then click ‘Items’ again.
2. Find and select the Parent item (e.g., a carton of cigarettes).
3. Click its PLU to open the item details.
4. Note that Unit of Order is set to carton, and Case Size is 1.
5. Click ‘More details…’, then go to the ‘Ordering’ tab.
6. In the ‘Individual Item for Case Break Down’ box, you’ll see the Child item (e.g., the individual pack).
   1. If the ‘Individual Item for Case Break Down’ box is empty, it means the case breakdown feature is not set up for this item yet.
7. Go back to the item list and find the Child item (e.g., a pack in the carton).
8. Click its PLU to open the details.
9. Confirm that Unit of Order is still carton, and Case Size is 8.
10. Click ‘More details…’ and check that the Case Breakdown field is empty—this is correct because packs can't be broken down further.
11. Scroll to the ‘Quantity on Hand by Site’ section to check stock levels for packs.

XSite will automatically reduce carton stock and add packs when needed. If you run out of packs, it will break a carton and add the correct number of packs to your inventory.

In XSite Classic

1. Go to ‘Price Book’ in the side menu and select ‘Items’.
2. Find and select the Parent item (e.g., a carton of cigarettes).
3. Click its PLU to open details.
4. Confirm Unit of Order is carton and Case Size is 1.
5. Click the ‘Detail Page’ button and go to the ‘Ordering’ tab.
6. Look at the ‘Individual Item for Case Break Down’ field to see the linked Child item.
7. Return to the item list and find the Child item (e.g., a pack in the carton).
8. Open its PLU, then click the ‘Detail Page’ button.
9. Confirm Unit of Order is carton and Case Size is 8.
10. The Case Breakdown field should be blank.
11. Scroll to the ‘Inventory’ tab to check current stock for the pack.

The system keeps track of both levels. When pack inventory hits zero, XSite automatically deducts a carton and adds packs to keep everything in balance.