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Item Units
This function allows you to define multiple Item-specific Units of Measure, their unit conversion factor, and the relative Sell Price Discount factor.
List Tab
Display fields
Item Number: This is the Item Number identity against which the Unit Of Measure is being maintained.
Description: Description of the Item taken from the Inventory record
Unit: The base Unit of Measure for the Item taken from the Inventory record
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Item Unit screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will go to the ‘Detail’ screen and position the cursor ready for entry of a new Unit Conversion record.
Save: Not applicable to the Unit List panel
Cancel: Not applicable to the Unit Conversion List panel
Delete: Not applicable to the Unit Conversion List panel
Detail Tab
Entry and Display fields
The Item to which these Unit Conversion records relate is shown at the top of this panel.
Item Code: Display only field showing the Item Number selected in the List panel
Unit: Display only field showing the base Unit of Measure for this Item as held against the Item Master record
Description: Display only field showing the Description of this Item as held against the Item Master record.
Note: A single Unit Conversion record already exists that relates to the base unit. It will have a conversion Unit of 1 and a discount of 0%. This record cannot be amended
To Unit: From the drop-down list select an additional Unit of Measure that you are going to use with this Item. Standard Units are maintained by selecting General>Settings >Standard Units.
Conversion Factor: Enter the number that will convert this Unit to the Item’s base unit. For example if the base unit was ‘Each’ and this Unit was ‘Tens’ then the entry here will be 10
Sell Price Discount %: Enter the amount of discount relative to the base price that is given when this Unit of Measure is sold. For example if the Price per base Unit is $100 and the price per ‘Ten’ is $80 then the value entered here will be 20 (I.e. 20% of the Base Sell Price is the discount)
Status : Select either "Active" or "InActive". Unit can only be set as InActive if there is no current inventory for that item-unit combination.
Buttons
Close: This will close the Unit screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Unit Conversion record.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the current Unit record or the last time the ‘Save’ Button was pressed will be lost.
Delete: This will delete the selected Unit record