Multiple Units of Measure

This feature, which is enabled in company preferences, allows purchasing and selling an item in up to four different units of measure (sizes, or pack quantities).

Examples: 

 

  • You buy beer by the Case (24 Pack) and sell by the 12 Pack or 24 Pack
  • You buy bottled water by the case and sell by single bottles or cases. 
  • You buy animal feed by 50 lb. bags and sell it in 5, 10, and 25 lb. bags. 
  • You buy fabric by the yard, and sell by the yard and foot.

 

With multiple units of measure enabled: 

  • You can define multiple units for inventory, non-inventory, and service items. 
  • Unit of measure fields and options are added to the item form and other documents and lists. 
  • Each unit of measure can have unique UPC, alternate lookup, and prices associated with it. 
  • You define a base unit and default order-by and sell-by units. Point of Sale will automatically suggest these defaults when purchasing and selling the item. 
  • Your base unit is used for most inventory values (average cost, quantities, reorder point, etc.) and on reports, though these values are calculated and displayed for alternate units as well. 
  • You can choose in company preferences to add the transaction unit to the quantity field on printed documents.  If importing item information, you can import the unique information for each of your units.

Define Multiple Units of Measure:

The use of multiple units of measure allows you to purchase and sell an item in up to four different units (sizes, or pack quantities). For example, you might buy a canned item by the case but sell it by both the case and individual can. You can define a separate UPC, alternate lookup, sales price, and default purchase-by and sell-by units in inventory and Point of Sale will automatically suggest the correct unit on documents.

To define multiple units of measure in inventory:

  1. Turn on the multiple unit of measure feature and add the various units you are likely to use on the Inventory page of company preferences.
  2. As adding or editing an item, specify the base unit for the item in the Base Unit field. Select from the units defined in preferences in Step 1 or enter a new unit (it will be added to preferences when you save).
    • It is strongly recommended you make the smallest unit in which you buy or sell the item the base unit. This helps avoid fractional calculations. Other information entered on the main item form (UPC, price and cost, quantities, etc.) should be for your base unit.
  3. Click the Units button adjacent to the Base Unit field. The Units of Measure window is opened. View Example
  4. Enter each alternate unit of measure. Click the Unit of Measure 1, 2, or 3 labels to expand the section and then enter or select:
    • Unit: Select from the drop-down list of previously defined units or type a new one. 
    • # of Base Units: How many base units there are in this unit? 
    • UPC and ALU: Unique values in these fields allow you to list the item in the correct unit by scanning or entering the unique value on documents. If these values are not different for each unit, leave them blank for alternate units. 
    • Regular Price: For selling this unit; click Pricing to add additional markdown price levels. 
    • Average Cost and Quantity on Hand for alternate units are calculated from your base unit values and are not editable for alternate units.
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