Multiple Units of Measure

The Multiple Units of Measure feature allows you to define different units for stocking, purchasing, and selling inventory items, as well as tracking non-monetary accounts.

When applied to inventory items, this feature provides enhanced flexibility and precision in managing and selling inventory. For instance, you could purchase cable in pallets, store it in spools, and sell it by the foot. Using the Multiple Units of Measure feature, you create a Units Type and specify the individual units within that type. For example, you might set up a Units Type called "Length" and define units such as Inch, Foot, and Yard. You then assign a base unit (e.g., Inch) and define the other units relative to the base (e.g., a Foot equals 12 inches). Once the Units Type is established, you can assign default units for specific transactions on item records. For each item, you can designate purchase, stock, and sales units. On transactions:

• Purchase orders will display items in purchase units.
• Invoices will use sales units.
• Inventory adjustments will show items in stock units.
• Work orders, assembly builds, and unbuilds will use base units.

Reports generated will reflect the units of measure applied in transactions. For example, if you track soda inventory by the case, reports will display stock quantities in cases. After a units type is assigned to any item, the units type cannot be edited except to add more units.

When using Multiple Units of Measure to track non-monetary data, you can assign a default unit of measure type to each statistical account. This allows you to include this data in reports and income statements, providing insights into its connection to your organization’s financial activities.

To enable the Multiple Units of Measure feature:

1. Go to Setup > Company > Setup Tasks > Enable Features.
2. Click the Accounting subtab.
3. Verify that the Accounting box is checked.
4. Click the Company subtab.
5. Check the Multiple Units of Measure box.
6. Click Save.

The current Price Level will show up using the item's Sales Unit. However, the system always shows the new Price Level in Base Unit. After generating the update, view the item record, the updated Price Level will be presented using Sales Unit. The system uses Base Units to avoid inconsistencies regarding user’s ability to change Sales Units in the item record at any given time while the mass update is still in progress, among others.

To update the Price for Items using multiple Units of Measure:

1. Navigate to Lists > Mass Update > Update Price
2. Fill in the necessary fields
3. Click Preview/Save
   Note: User will be routed to Mass Update Preview Results page and review the changes before submitting.
4. Click Submit

If you want to learn more about the Multiple Units of Measure, please contact Concentrus today to discuss your needs.

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