QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

  • Home
  • Solutions
  • Explore
  • Support
  • Contact
  • Schedule Demo
  • Onboarding
  • Training
  • Downloads
  • Documentation
  • Knowledge Base
 

Manage Alternate Units of Measure on Products

Many industries require the use of alternate units of measure. The most common situation is for you to stock by the each and sell or purchase by another unit, such as case, box, or dozen.
IN THIS ARTICLE
 •  Create UOM Relationship
 •  Add Alternate UOM
    Relationship to Item

In the example below, we cover how to setup product specific and standard unit of measure relationships. There are no limits to the number of relationships you can setup in Acctivate. The key is to setup a relationship based on whatever the stocking unit is per product.

If you’re needing to stock and sell by one unit (case) with pricing based on some other variable price unit (pound, sqft), go to our catch weight / variable pricing training page. This page covers creation of standard and product specific units of measure.

Create Unit of Measure Relationship

  1. Go to File > Configuration Management.
  2. Double-click to expand Inventory section.
  3. Select Unit of Measure.
  4. Click Edit.
  5. Select the stocking unit of the product in question. In this example, we’re adding relationships to the ea unit of measure to be sold or purchased by the case, dozen, and box.
  6. In the row marked with an *, select a relationship of Standard or Product Specific based on need.
    1. Standard: Universal unit conversions. Some common examples are as follows: 12in = 1ft; 1lb = 16oz; 1kg = 2.205lb.
    2. Product Specific: The unit conversion varies per product. One item can be sold as a 12 unit case while another can only be 10. The quantity is set per product.
    3. Weight, Length, and Variable are all discussed in depth here and used for pricing only.
  7. Enter the Quantity of the stocking unit for the new related unit. This is the standard, most common for products (updated per product when different), or the nominal (average weight, length, or variation for pricing) conversion factor.
  8. Select the Related unit you wish to assign to the stocking unit. For this example, we’re adding case, box, and dozen to each.
  9. Check the Active box.
  10. Save changes.
  11. Close Configuration Management.


Standard and product specific UOM

Add Alternate Unit of Measure Relationship to Item

These steps go over adding the unit of measure relationships to the product window manually. The same can be done via the product import utility with the product ID, unit, and unit conversion mapped.

  1. Navigate to the product in question on the Edit Product window.
  2. Click Edit, if opened from the Inventory menu.
  3. To assign default units for documents, choose the unit in the Sales, Purchasing, or Packaging fields to the right of Stocking Unit. For Product Specific relationships, update the conversion quantity to reflect how many stocking units go into the new default unit. Standard relationships cannot be modified on the product window.
    1. To add product specific alternates for users to select on documents, click Edit Alternates Standard units are not available for selection here due to them being available on all documents regardless of product setup.
    2. Select the Unit and specify the Quantity on the line marked with an *.
    3. Continue adding until all relationships exist.
  4. Save changes.

Assign Alternate Units of Measure


Next Steps

Previous Training Topic

Previous Topic:
Manage Product Components 

Basics Training

Training:
Basics 

Purchasing Training

Training:
Purchasing 

Next Training Topic

Next Topic:
Setup Catch Weight / Variable Pricing 

 •  Overview

General

 •  Getting Started

 •  Windows & Features

 •  Create & Modify Filters on Lists

 •  Synchronize with QuickBooks

Business Activities

 •  Activities List

 •  Relate Activities to Documents & Transactions

 •  Business Activity Review

 •  Overview

Product Basics

 •  Product List

 •  Create a New Product

 •  Product Prices

Product Management

 •  Import Products

 •  Manage Product Components

 •  Manage Alternate Units of Measure on Products

 •  Setup Catch Weight/Variable Pricing

 •  Overview

Purchasing Basics

 •  Purchasing List

 •  Purchase Order Statuses

 •  Vendors List

Create a Purchase Order

 •  Create a PO Manually

 •  Reorder Inventory Based on Demand

Receive & Invoice a Purchase Order

 •  Purchase Order Receipt

 •  Purchase Invoice

 •  Allocate Other Amounts on Vendor Bill via Landed Cost

Additional Processes

 •  Vendor Returns

 •  Purchase with Catch Weights

 •  Overview

Sales Basics

 •  Sales List

 •  Customer Price Check Utility

Quotes

 •  Create a Sales Quote

 •  Print & Email a Quote

 •  Manage Quotes

 •  Convert Quote to Order

Order Entry

 •  Create a Sales Order

 •  Import Online Orders via Webstore Sync

 •  Import Sales Quotes & Orders

 •  Mobile Order Entry

Order Processing Basics

 •  Approve Credit Holds

 •  Send Order Acknowledgment

 •  Rescheduling Sales Orders

 •  Kitting on Sales Orders

Service Orders

 •  Add Time & Materials to Business Activities

 •  Create Service Orders

 •  Service Scheduling

 •  Service Billing

Advanced Order Processing

 •  Drop Shipments

 •  Special Orders

 •  Process EDI Transactions

 •  Catch Weight Pricing on Sales Quotes & Orders

 •  Create/Edit Existing Sales Order Import Template

Order Picking

 •  Pick Ticket

 •  Create a Pick List

 •  Select Bin Locations on Orders

 •  Select Lot or Serial Numbers on Orders

 •  Mobile Order Picking

 •  Mobile Pick Lists

Order Packaging

 •  Packing Slips

 •  Packaging Management

 •  Create a Shipment in Packaging Manager

 •  Packaging Shipment in Packaging Manager

Order Shipping

 •  Process Shipments via Shipping Workstation Integration

 •  Shipping with Packaging Manager

Payment Entry

 •  Enter Customer Payments

Order Invoicing

 •  Create Invoices from a Sales Order

 •  Batch Invoices

Credit Memos

 •  Create a Credit Memo

 •  Invoice a Credit Memo

 •  Overview

Edit Customer Window Overview

 •  Update Basic Customer Information

 •  Manage Customer Ship To Locations

 •  Customer Contact Management

 •  Customer Credit Specifications

 •  Product Invoice History for Customer

 •  Customer Orders

 •  Customer Specific Product IDs

 •  Invoice & Payment History for Customer

 •  Sales History, Marketing Information & Webstore Customer ID

 •  Emails Sent from Customer Window

 •  Customer Pricing Rules

 •  Business Activities Related to Customer

Customer List & Credit Management

 •  Customer List

 •  Credit & Collection Features

Create Customers

 •  Create New Customer Manually

 •  Import Customers

 •  Create Customer Jobs

 •  Overview

Receipts

 •  Purchase Order Receipt

 •  Mobile Receiving

 •  Inventory Receipt for Lot Number Split/Product Breakdown

Adjustments

 •  Inventory Adjustment

 •  Inventory Balance Adjustment

 •  Inventory Issue

 •  Inventory Count

 •  Mobile Inventory Counts

Transfers

 •  Inventory Transfer

 •  Mobile Inventory Transfers

Assemblies

 •  Inventory Assembly

 •  Mobile Inventory Assemblies

 •  Assembly Workflow Status Configuration

Landed Cost

 •  Vendor Bill Allocation to Inventory Cost

Track & Trace

 •  Track & Trace Inventory Movement for Lot/Serial Items

Void Transactions

 •  Void Inventory Sessions

 

Company

  • About Acctivate
  • Branding
  • Privacy & disclaimers
  • Careers
  • Contact us

Community

  • Technology partners
  • Referral program
  • Partner directory
  • Partner program
  • Partner resources
  • Inventory glossary
  • Blog

Features

  • Barcoding software
  • Bill of materials (BOM), Kitting & Assemblies
  • Tracking inventory task activity
  • Catch weight management
  • Credit management
  • Customer management
  • eCommerce inventory management
  • EDI management software
  • Hosted inventory management
  • Import export software
  • Inventory dashboard
  • Inventory forecasting
  • Landed cost
  • Manufacturing
  • Matrix inventory
  • Multi-channel inventory management
  • Multi currency
  • Order fulfillment
  • Order management
  • Pricing tools
  • Process manufacturing
  • Purchasing management
  • Reporting
  • Retail counter sales
  • Service and repair management software
  • Traceability
  • Wholesale distribution

How to buy

  • Learn Acctivate
  • Acctivate Benefits
  • Inventory Module Features
  • Acctivate Onboarding
  • System requirements
  • Free Trial
Connect with us
Acctivate on Facebook Acctivate on Instagram Acctivate on Linkedin Acctivate on Twitter Acctivate on YouTube

© 2023 Alterity, Inc. All rights reserved. ACCTivate! is a registered trademark of Alterity, Inc., registered in the U.S.
Privacy & Disclaimers