Unit Conversion Formulae

You use the Setup Unit Conversion Formulae dialog to define calculations for converting between the units you use to sell an item and the units you use to purchase that item. For example, you may purchase an item in cases of 12 one litre bottles, but you sell individual one litre bottles.

By allowing you to define these formulae, the software does not limit the different case lot definitions that different businesses and industries might require. Cases lot definitions are often different between countries; for example Canada uses metric measurements while the U.S. uses imperial measurements.

As you set up each Material and Supply Item, you assign the applicable Unit Conversion Formula. The software subsequently uses that calculation during purchasing and invoicing of the item.

NOTE: You cannot modify the default unit conversion formula "Unit x 1 = Units". The software uses that formula by default.

TIP: In most cases you'll find that the software ships with all the Unit Conversion Formulae your business will need already defined.

Name; the name of the formula will appear in smart label drop downs everywhere in the software where a Unit Conversion Formula needs to be assigned. Select a simple name that describes the formula.
Sell Units; text that describes multiple units when selling inventory which is assigned the Unit Conversion Formula. This will used on the dialogs and customer invoices when multiple items are sold.
Factor; the numeric conversion rate between buy units and sell units. The software uses this factor when calculating the difference buy and sell prices. The factor may have up to two decimal places.
Buy Units; text that describes multiple units when buying inventory which is assigned Unit Conversion Formula. This will appear on the dialogs and Purchase Orders.
per Units; text that describes single sell units. This will appear on the dialogs and customer invoices dealing with single instances of inventory items.

Select Tools | Enterprise | Unit Conversion Formulae
The Setup Unit Conversion Formulae dialog is displayed.

Click Update.
As required, change the 5 parameters which define the formula.
Click Save to save the changes.

Click New.
Enter the 5 parameters which define the formula.
Click Save to save the new formula.

Select the formula in the left pane.
Click Delete.
When prompted, confirm the deletion.

IMPORTANT: You may not delete a Unit Conversion Formula if any inventory items have been assigned to that formula. If you attempt to remove a formula that is used, The software will display a dialog which displays the number of inventory items assigned that formula.

TIP: Unit Conversion Formulae are set up for an entire Enterprise. Individual business Locations do NOT activate subsets of the enterprise list.