Difference between revisions of "Units of Measure"
From TrueERP wiki
Line 1: | Line 1: | ||
− | <menu name=myMenu align=center> | + | <menu name="myMenu" align="center"> |
More Detail= | More Detail= | ||
[[Access Levels|Access Levels]] | [[Access Levels|Access Levels]] | ||
Line 18: | Line 18: | ||
[[Status and Type|Status and Type Screens]] | [[Status and Type|Status and Type Screens]] | ||
[[Units of Measure|Units of Measure]] | [[Units of Measure|Units of Measure]] | ||
− | </menu> | + | [[Updating]] |
− | + | </menu> | |
− | + | == Overview == | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | When | + | Some Products can be bought and sold in various units of measure. Example: You may purchase a product by the carton. Each carton may contain packs of six bottles. When selling the product you may offer the option of selling individual bottles, Packs of 6 bottles or entire Cartons. Using Units of Measure means that a user does not need to know the quantity of a carton or pack, they simply sell 1 carton etc. |
− | + | ||
− | + | When using Units of Measure, the base default unit of measure is a "UNIT" and everything else is a multiple of this base unit. | |
− | + | '''How to Use Units of Measure''' | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | *Units of Measure (UOM) can be created from the Quantity tab within the product or from the Inventory Drop Down | |
− | + | ||
− | *One UOM should be ticked as Sales Default - this is the default UOM used to populate sales orders, invoices etc. | + | menu, Inventory/Units of Measure, at the top of the page. |
+ | |||
+ | *Enter the name of the UOM | ||
+ | *Select the product to be linked to the UOM from the drop down list | ||
+ | *Select the Unit Multiplier (How many Units in the UOM. eg. Our first UOM may be Bottle. The | ||
+ | |||
+ | Unit Multiplier would be 1 of Unit (default). The next UOM may be Pack - The Unit Multiplier would be 6 of either Unit or Bottle. | ||
+ | |||
+ | NB. The multiplier can only be of a UOM with a multiplier of 1 Unit. The next UOM is Carton - it must have a multiplier of 24 of either Bottle or Unit. It cannot be a multiple of Pack. | ||
+ | |||
+ | *One UOM should be ticked as Sales Default - this is the default UOM used to populate sales orders, invoices etc. | ||
*One UOM should be ticked as the Purchase Default | *One UOM should be ticked as the Purchase Default |
Latest revision as of 11:01, 9 May 2011
Overview
Some Products can be bought and sold in various units of measure. Example: You may purchase a product by the carton. Each carton may contain packs of six bottles. When selling the product you may offer the option of selling individual bottles, Packs of 6 bottles or entire Cartons. Using Units of Measure means that a user does not need to know the quantity of a carton or pack, they simply sell 1 carton etc.
When using Units of Measure, the base default unit of measure is a "UNIT" and everything else is a multiple of this base unit.
How to Use Units of Measure
- Units of Measure (UOM) can be created from the Quantity tab within the product or from the Inventory Drop Down
menu, Inventory/Units of Measure, at the top of the page.
- Enter the name of the UOM
- Select the product to be linked to the UOM from the drop down list
- Select the Unit Multiplier (How many Units in the UOM. eg. Our first UOM may be Bottle. The
Unit Multiplier would be 1 of Unit (default). The next UOM may be Pack - The Unit Multiplier would be 6 of either Unit or Bottle.
NB. The multiplier can only be of a UOM with a multiplier of 1 Unit. The next UOM is Carton - it must have a multiplier of 24 of either Bottle or Unit. It cannot be a multiple of Pack.
- One UOM should be ticked as Sales Default - this is the default UOM used to populate sales orders, invoices etc.
- One UOM should be ticked as the Purchase Default