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DescriptionHow To
Create Inventory UOMGo to Inventory > Inventory UOM
 

Add Stock UOM. Example: pound

  • Enter Unit Measure, Symbol and Unit Type.
  • Click Save.

Note: Stock UOM is the basis of conversion to other UOMs.

 Click New toolbar button to add another inventory UOM.
 

Add Other UOM - 5-lb bag

  • Enter Unit Measure, Symbol.
  • Select Packed in the Unit Type field.
  • In the Other UOM field select the Stock UOM, in our example pound.
  • In the Conversion To field enter how many pounds in a 5-lb bag.
  • Click Save

 Click New toolbar button to add another inventory UOM.
 

Add Other UOM - 10-lb bag

  • Enter Unit Measure and Symbol.
  • Select Packed in the Unit Type field.
  • In the Other UOM field select the Stock UOM, in our example pound.
  • In the Conversion To field enter how many pounds in a 5-lb bag.

Create Sub LocationGo to Common Info > Company Locations
 In a selected Company Location go to Sub Location tab.
 

Add Sub Location.

Create Storage UnitGo to Inventory > Storage Unit Types
 

Add a Storage Unit Type.

  • Enter the Name and Description.
  • In the Internal Code field select what this bin is for.
  • Select the Capacity UOM.
  • Enter Max Weight for the storage unit type.
  • Fill in other information you feel necessary.
  • Click Save and Close.

Create Storage LocationsGo to Inventory > Storage Locations
 

Add Storage Location.

  • Enter Name and Description.
  • Select Storage Unit Type.
  • Select Location.
  • Select Sub Location
  • Fill in other information you feel necessary.
  • Click Save and close.

  
  
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