Units

Overview

Go to CAS --> Management --> Inventory Classification --> Units

This allows the user to create measurement units that will be populated in the Units of Purchase field on Purchase Orders. Example of measurement unit could be a box, a bottle, or a dozen. When the item is purchased from the vendor, quantity 1 will represent the total number of units (if the retailer buys vases in quantity 12 and sells them in quantity 1, the purchase order would be placed for quantity 1 and then receive at quantity 12 (at a per item cost of 1/12th of the cost of the full shipment of 12)).

Measurement units are added at the item level so that when the item is purchased from the vendor, units are correctly reflected as to how many are purchased and when the item is sold at the store, units are also reflected correctly.

Details

Enter the Measurement Name (the name of the unit of measurement)

Each Measurement Unit must have its own unique Unit Description. This will show up in all reports and filters so you should name them carefully. If you try to create a measurement unit with an existing name a popup will be displayed asking you to confirm this activity.

Give the Number for the units description which it corresponds. Example, Box = 10, Dozen=12 etc.

Click on Save to create the Measurement Unit.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers and human resource managers may modify settings at Venues or Store assigned to them.

Using Units of Measure

Inventory Balance Report : Shows how many Units , not individual items

Example: IBR will show 3 (3 boxes in stock)

Periodic Sales Report : Shows No of items sold

Example: PSR will show # of units sold (inventory was 3 boxes of 12, sold 5. PSR will show 5, with Quantity on Hand of 31)