A unit of measure (for example, each, boxes, or bottles) defines how items are stocked. Because items can have multiple units of measure, you can use this feature in Head Office to make counting stock simpler.
For example: Your site may stock and sell straws individually but order them in boxes of 100. By setting up the correct units of measure, you could enter the amount of unopened boxes of straws you have directly into stocktake sheets.
Create the unit of measure
- Create a new unit of measure.
- Enter details that are easy to recognise.
For example: Description - "Boxes of 100"
Assign the unit of measure to the relevant items
- In Items, open the item that you want to assign the unit to.
- In the Stock Details tab, make sure you've assigned a unit of measure for Base Unit and Selling Unit.
For example: Each
- Assign the unit of measure you created earlier to Stock Unit 1.
- Enter the appropriate value for Conversion.
For example: If your unit of measure was "Boxes of 100", enter a Conversion value of 100.
Stocktaking styles and entering counts at cinema sites
How your sites use units of measure to count stock depends on what stocktake style they've set up.
If the site is using the Units of Measure stocktake style, its staff will open the stocktake and enter the count for each unit of measure. If they count 6 boxes of straws and 53 individual straws, they'll enter 6 into the Boxes of 100 column and 53 into the Each column. The stocktake sheet will calculate the true total for them.
If the site is using the Item Movements stocktake style, they can only enter stock counts in one unit of measure. However, they can use the UOM Calculator to easily convert their counts. To do this, they'll need to select the relevant item and click UOM Calculator.
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