The Units of Measure feature helps you track inventory for items sold or purchased in different quantities, without needing separate entries for each variation. This ensures accurate and efficient inventory management.
How to Enable Units of Measure
Go to Stores & Files, then select Inventory Files. In the File Settings, enable the Units of Measure option.
After enabling Units of Measure, go to Inventory > Items and select an item to configure. In the item details, you’ll find the new Units of Measure option.
Setting Up Units of Measure
Start by identifying the smallest unit of measure for the item. This is the base unit that all other variations will be tied to. For example, if you sometimes sell a 3-pack of soda, and other times a 2-pack, the smallest unit of measure is 1, not 2.
Next, configure the quantities for each variation you purchase. For instance, if you sometimes buy a case of 24 from your vendor, label it as "case" and assign it a quantity of 24. If you also purchase 12-packs, create a unit called "pack" and assign it a quantity of 12.
In this setup:
Using Units of Measure when Purchasing
When recording a bill or Purchase Order, enter the item name on the bill and specify the vendor’s unit size in the UM (Unit of Measure) field.
For example, if you purchase 10 cases of soda and each case contains 24 cans, set the UM to “case” and the quantity to “10.” The system will automatically calculate that 10 cases equal 240 cans (10 × 24).
Using Units of Measure when Selling
Navigate to the Listing tab > Mappings, and define the quantities based on your selling units. Create multipack items and assign the appropriate quantity for each selling unit.
For example:
If you sell 3 cans of soda, each pack equals 3 units.
If you sell a 10-pack, it equals 10 units.
When a customer buys a 12-pack SKU, the system will automatically deduct 12 cans from your inventory.
For any additional questions, please reach out to support. We're here to help!
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