Assigning Units of Measure to Items
Assign a units type to an item record to define the default unit of measurement used to purchase, stock, and sell the item.
After you assign a units type to an item, the item's unit type cannot be changed. Also, after a unit type is assigned to any item, the units type cannot be edited except to add more units.
To assign a units type to an item:
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Go to Lists > Accounting > Items.
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Click Edit next to the name of the item you want to assign a units type to.
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On the Main subtab of the item record, in the Units Type field, select a units type.
For example, if the item is cable, then you might choose Length as the units type.
The units type you choose determines your choices of purchase, stock, and sale units.
When you select a units type, the purchase, stock, and sale units default to the base unit for that units type.
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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 display the following counts for this item:
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Reorder Point
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Quantity on Hand
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Quantity Committed
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Quantity on Order
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Quantity Available
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Quantity Backordered
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Average Cost
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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.
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Select Sale Units you use to record sales of this item.
When this item is selected on a sale transaction, it defaults to show this unit.
The sale unit chosen here is the default used to display the following counts for this item:
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Sale Price
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Shipping Cost
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Handling Cost
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Item Weight
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Select the default Consumption Unit of measure for inventory.
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Click Save.
Default units chosen on the item record show on purchase and sales transactions, but can be changed to another unit if needed. Units cannot be edited on inventory transactions, however.
Not all item types can have all types of units assigned to them. For example, Non-Inventory for Resale items can have Sale units and Purchase Units, but not Stock units.
The table below shows items that can have units assigned, and each type that can be assigned.
|
Item Type |
Units Type |
Stock Units |
Sales Units |
Purchase Units |
|---|---|---|---|---|
|
Inventory |
Y |
Y |
Y |
Y |
|
Lot or Serialized Inventory |
Y |
Y |
Y |
Y |
|
Non-Inventory for Purchase |
Y |
N |
N |
Y |
|
Non-Inventory for Resale |
Y |
N |
Y |
Y |
|
Non-Inventory for Sale |
Y |
N |
Y |
N |
|
Other Charge for Purchase |
Y |
N |
N |
Y |
|
Other Charge for Resale |
Y |
N |
Y |
Y |
|
Other Charge for Sale |
Y |
N |
Y |
N |
|
Service for Purchase |
Y |
N |
N |
Y |
|
Service for Resale |
Y |
N |
Y |
Y |
|
Service for Sale |
Y |
N |
Y |
N |
On item records for an Item Group or Kit/Package, the units of measure for member items show on the Members subtab. Items are assigned to the group or kit in quantities of the base unit.
To see the Units Type, Stock Units, Purchase Units and Sales Units for all items, go to Lists > Items. Select All in the View field.