To set up units of measure, we need to create a record for each units type you want to assign to your items.
To create a new units of measure
Go to List > Accounting > Units of Measure > New
- On the Units Type page, in the Type Name field, enter the name of the unit you are create. For example if you are creating a Unit type called Weight.
- In the Name column, enter a name for the unit you want to create. For example, for Weight the unit name is Kilogram.
- In the Plural Name column, enter the plural name for the unit. For example, the plural for the unit kilogram is Kilograms.
- In the Abbreviation field, enter the abbreviation for the singular unit. The abbreviation for the unit Kilogram is kg.
- In the Plural Abbreviation field, enter the abbreviation for the plural unit.
- Check the box in the Base Unit column if the unit you are entering is used to define the other units in this group. For example, kilogram is the base unit to create weight units of Ton. Each units type must have a base unit, and can have only one unit designated as the base.
- In the Conversion Rate field, enter the quantity of base units that corresponds to one unit of the current line.When the Base Unit box is checked, the conversion rate for the unit is set and locked at one.
- Click Add.
- Click Save.
Assigning Units of Measure to Items:
Once you create new Unit type, next you will assign a units type to an item to define quantities for purchasing, stocking, and selling the item.
For this example: When you assign units type “Weight” to your inventory item, you can purchase the item in Pounds, stock the item in tonnes, and sell the Item in kilograms.
Go to Lists > Accounting > Items > New
