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*'''UOM''' can be created from either the '''Quantity''' tab within the '''Product Card''' or the '''Top Menu Bar''' under'''Inventory-Units of Measure'''  
 
*'''UOM''' can be created from either the '''Quantity''' tab within the '''Product Card''' or the '''Top Menu Bar''' under'''Inventory-Units of Measure'''  
*Enter the name of the '''UOM''' and then select the '''Product''' to be linked to the UOM from the drop down list  
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*Enter the name of the '''UOM''' and then select the '''Product''' to be linked to the '''UOM''' from the drop down list
*Select the '''Unit Multiplier<span style="font-style: italic;"> </span>'''<span style="font-style: italic;" />How many Units in the '''UOM ''''''Eg.'''Our first '''UOM '''may be a '''Bottle'''The '''Unit Multiplier''' would be '''1x of ''''''Unit''' (default).
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*Select the '''Unit Multiplier''' - how many Units in the '''UOM Eg.''' Our first UOM may be a '''Bottle,&nbsp;'''the Unit Multiplier would be '''1x of Unit '''(Default)<br>
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*The next UOM may be a '''6 Pack''' - The '''Unit Multiplier''' would be  
 
*The next UOM may be a '''6 Pack''' - The '''Unit Multiplier''' would be  
 
*The next UOM could be a '''Carton''' - the '''Unit Multiplier''' would be  
 
*The next UOM could be a '''Carton''' - the '''Unit Multiplier''' would be  

Revision as of 16:55, 1 November 2011

Units of Measure

Are you aware of what the UOM drop down will do to the Stock Quantities?

Some Products can be bought and sold in variousUOM's  Eg. 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 always "UNIT" and everything else is a Multiple of this base unit.

How to Use Units of Measure

  • UOM can be created from either the Quantity tab within the Product Card or the Top Menu Bar underInventory-Units of Measure
  • Enter the name of the UOM and then 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 a Bottle, the Unit Multiplier would be 1x of Unit (Default)
  • The next UOM may be a 6 Pack - The Unit Multiplier would be
  • The next UOM could be a Carton - the Unit Multiplier would be
  • One UOM should be ticked as Sales Default - this is the default UOM used to populate sales orders, invoices etc. Eg Bottle or what your smallest unit you sell is
  • One UOM should be ticked as the Purchase Default - Eg Carton - or what quantity you would usually buy the product in

NB. The multiplier can only be of a UOM with a multiplier of 1 Unit.