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Product Quantities Report Documentation

Menu Location: Products > Quantities Report

Access Level: Manager / Administrator

Last Updated: 2026-03-01

Overview

The Product Quantities Report (also called Box Quantities Report) shows how many of each product need to be packed for orders in a given week. It displays quantities in a unique format showing "quantity [unit] -> X orders", making it easy to understand packing needs at a glance.

Primary Functions:

  • View packing quantities for any weekly cycle
  • Filter by route, day, product type, or classification
  • See default report or pack-order-by-route-stop report
  • Combine duplicate line items per order (optional)
  • Export to PDF for warehouse printing
  • Understand packing needs per product

Page Layout

Header Section

  • PDF Export Button: Generate printable PDF (top right)
  • Page Title: "Products \ Quantities Report"
  • Info Callout: Explains how to read the report format

Filter Controls

  • Week Selection: Dropdown of weekly cycles
  • Route: Filter to specific delivery route
  • Product Types: This Week's Products, Permanent Products, or All Products
  • Product Classification: Dropdown of master categories
  • Day: Filter to specific day of week
  • Report Type: Default Report or Pack Order -> Route Stop Numbers
  • Combine Line Items: Checkbox to sum quantities from same order together
  • Update Report Button: Apply selected filters

Main Content Area

Table showing products with quantity breakdowns:

  • Product name (left column)
  • Quantity indicators showing "[qty] [unit] -> X orders" format
  • Each product may have multiple quantity rows

How to Read This Report

The unique format "1 [6 oz] -> 2 orders" means:

  • 1: The quantity per order
  • [6 oz]: The unit of measurement
  • 2 orders: How many orders need that quantity

Example: 

Blueberries, Organic
1 [6 oz] -> 5 orders
2 [6 oz] -> 3 orders
This means:

  • 5 orders need 1 container of blueberries (6 oz size) = 5 containers total
  • 3 orders need 2 containers of blueberries (6 oz size) = 6 containers total
  • Total needed: 11 containers of 6 oz organic blueberries

Filter Options

Week Selection

  • Shows past, current, and future weekly cycles
  • Defaults to current week
  • Select any week to see its packing needs

Route Filter

  • Shows only active routes for selected week
  • Dropdown lists route name and day of week
  • Useful for route-specific packing

Product Types

This Week's Products: Only products on this week's menu (week_id matches) Permanent Products: Only permanent addon products (permanent = 1) All Products: Both weekly menu items and permanent addons

Product Classification

  • Filter to specific master category (e.g., Produce, Dairy, Meat)
  • Shows only top-level classifications
  • Useful for category-specific packing lists

Day Filter

  • Filter to specific day of week (Sunday-Saturday)
  • Coordinates with route filter
  • Shows only products for orders delivering that day

Report Type

Default Report:

  • Standard quantity breakdown by product
  • Shows all quantities needed

Pack Order -> Route Stop Numbers:

  • Organizes by pack order sequence
  • Shows stop numbers needing each product
  • Used for route-based packing
  • Requires route selection

Combine Line Items

Unchecked (default):

  • Counts each line item separately
  • If one order has 3 separate lines of "1 ea blueberry", shows as "1 [ea] -> 3 orders"

Checked:

  • Sums quantities from same order together
  • Same scenario shows as "3 [ea] -> 1 order"
  • Better for understanding total needs per customer

Common Use Cases

Use Case 1: Weekly Packing List

Goal: Generate complete packing needs for the week

Steps:

  1. Navigate to Products > Quantities Report
  2. Verify current week is selected
  3. Select "All Products" from product types
  4. Leave other filters blank
  5. Click "Update Report"
  6. Click PDF button to print for warehouse

Use Case 2: Route-Specific Packing

Goal: Create packing list for specific delivery route

Steps:

  1. Select desired week
  2. Choose route from dropdown
  3. Select "Pack Order -> Route Stop Numbers" report type
  4. Click "Update Report"
  5. Print PDF for route driver/packer
  6. Products show which stops need them

Use Case 3: Category-Specific Inventory

Goal: See packing needs for just produce items

Steps:

  1. Select week
  2. Choose "Produce" from Product Classification
  3. Select "All Products" type
  4. Click "Update Report"
  5. Export/print for produce team

Use Case 4: Understand Customer Order Patterns

Goal: See how many customers order various quantities

Steps:

  1. Select week
  2. Check "Combine Line Items"
  3. Click "Update Report"
  4. Review patterns (e.g., "2 [lb] -> 15 orders" shows 15 customers want 2 lbs)

Use Case 5: Daily Packing Schedule

Goal: Generate packing list for specific delivery day

Steps:

  1. Select week
  2. Choose day from dropdown
  3. Select appropriate product type
  4. Click "Update Report"
  5. Print for day's packing team

Export Options

PDF Export:

  • Click PDF button (top right)
  • Generates printer-friendly format
  • Includes week date and filters applied
  • Suitable for warehouse posting

No CSV Export: This report doesn't have CSV export; use PDF or screenshot for offline access.

Troubleshooting

Issue: Product Not Showing

Check:

  1. Verify product is on orders for selected week
  2. Check product type filter matches (permanent vs weekly)
  3. Remove classification filter to see all products
  4. Verify route/day filters aren't excluding it

Issue: Quantities Seem Wrong

Check:

  1. Toggle "Combine Line Items" to see different view
  2. Verify week selection is correct
  3. Check if route/day filters are applied
  4. Remember: shows quantity per order, not total

Issue: "Pack Order -> Route Stop Numbers" Shows Error

Symptoms: Error about requiring route selection

Solution: This report type requires selecting a specific route. Choose route from dropdown before selecting this report type.

Best Practices

Packing Workflow

  1. Weekly Planning: Run report on Friday for next week
  2. Daily Updates: Re-run morning of each delivery day (for day-of changes)
  3. Print Fresh: Don't rely on old printouts; orders change
  4. Route-Specific: Use Pack Order report for route-based packing

Understanding Quantities

  1. Calculate Totals: Multiply quantity × order count for total needed
  2. Example: "3 [ea] -> 5 orders" = 15 total units
  3. Account for Waste: Add 5-10% buffer for damaged/extra items
  4. Combine Similar: Group similar products (different sizes of same item)

Filter Strategy

  1. Start with "All Products" to see everything
  2. Add filters progressively to narrow down
  3. Use classifications for category-specific reports
  4. Use routes for driver packing lists
  5. Use days for production scheduling

Things to Avoid

  • ❌ Forgetting to update week when planning ahead
  • ❌ Mixing up quantity per order vs total quantity needed
  • ❌ Printing too early (orders may change)
  • ❌ Using old reports (always regenerate for current data)

Quick Reference Card

Task Action
This week's packing list Current week, All Products, Update Report, PDF
Tomorrow's packing Select tomorrow's day, Update Report
Route packing list Select route, Pack Order report type, PDF
Produce packing Product Classification: Produce, Update
Per-customer totals Check "Combine Line Items", Update Report
Print for warehouse PDF button (top right)
Next week planning Select next week, All Products, Update

FAQs

What's the difference between "1 [ea] -> 5 orders" and "5 [ea] -> 1 order"?

First: 5 orders each need 1 item (5 total). Second: 1 order needs 5 items (5 total). Same total, different distribution.

Should I check "Combine Line Items"?

Check it if: You want to see total quantity per customer (better for fulfillment) Uncheck if: You want to see line-by-line detail (better for understanding order patterns)

How do I calculate total quantity needed?

For each row, multiply the quantity by the number of orders. Example: "2 [lb] -> 10 orders" = 20 lbs total.

What does "Pack Order" mean in the report type?

Pack Order organizes products by their packing sequence (packorder field), showing which route stops need each item.

Can I see multiple weeks at once?

No, select one week at a time. Run separate reports for multiple weeks.

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.