Assigning Unit of Measure into Item Records

To assign a units type to an item:

  1. Go to Lists > Accounting > Items.
  2. Click Edit 
  3. On the Main subtab of the item record, in the Units Type field, select a units type.

When you select a units type, the purchase, stock, and sale units default to the base unit for that units type.

  • Select the Stock Units you use to track your inventory of this item.

The stock unit chosen here is the default used to calculate and show the following counts for this item:

  • Reorder Point
    • Quantity on Hand
    • Quantity Committed
    • Quantity on Order
    • Quantity Available
    • Quantity Backordered
    • Average Cost
  • Select the Purchase Units you use to purchase this item.

When this item is selected on a purchase transaction, it defaults to show this unit and the purchase price is displayed for this unit.

The purchase unit chosen here is used to display the Last Purchase Price for this item.

  • Select Sale Units you use to record sales of this item.
  • Select the default Consumption Unit of measure for inventory.
  • Click Save.

Leave a comment

Your email address will not be published. Required fields are marked *