Units of Measure for a Product

Acctivate supports multiple, related units of measure per product. There are many configuration options for units of measure and there are no limits to the number of units that can be defined.  For example, this allows an item stocked by Each to be purchased by Case, sold by Dozen, and packaged/shipped by Box.

Stocking Unit

Each product must be stocked in a single unit of measure.  This is required since all transactions will be converted to this Stocking Unit for inventory valuation and the Transactions tab of the Product Information window.

All units of measure are available for the Stocking Unit, but the Sales, Purchasing and Packaging Unit drop-downs only contain those related to the Stocking Unit.

Note: once a product has been included in a transaction, users are unable to change the Stocking Unit. For more information on how to accomplish this, see our article on changing the Stocking Unit of Measure.

Product Units

Product UOM

The Sales Unit is the default for sales order entry, but any related unit can be selected.  Price Unit must be for all prices, which allows you to enter all sales orders in the single Sales Unit, regardless of customers’ special pricing.

The Purchasing Unit is only used when a Vendor Price (or prior PO) doesn’t exist for the item.  Acctivate prefers using the Unit from the Vendors tab.

The Packaging Unit is used to determine how many cartons should be created when using the Packaging Manager for Standard Pack Cartons.

NOTE: You can configure defaults for Stocking, Sales and Purchasing in the Inventory Options section of Configuration Management.

Alternate Unit Quantity

The quantity of Stocking Units contained in a single Alternate Unit often varies.  A good example of this is the Each-to-Case quantity.  The Case quantity for one item may be 12 Each, while it’s 20 Each for another product.

A box will appear to the right of the Alternate Unit (e.g. Purchasing Unit) if the Unit of Measure relationship is Product Specific.

View Alternates (or Edit Alternates when in edit mode) is also available to view and edit Product Specific unit quantity relationships (factors).  Changes to the Alternate Unit quantity only affect new transactions.

Product Alt UOM

Posted in Inventory - Last modified on June 22, 2016Lauren Stine
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