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There are 3 ways you can assign Item UOM/s to an item.
Since Category is required, you can setup the UOM from the Category screen and then load these UOMs by clicking on Load UOM button to bring in all UOMs configured for that category to the item's UOM grid. This saves you extra steps from having to select these UOMs on all items you will create for the selected Category.
Expand title Example: Click on Load UOM button in the Item screen > Details tab > Unit of Measure grid to bring in the UOMs configured from the selected Category.
You also have an another way to setup UOM/s, i.e from the Commodity screen. Then you can just load these UOMs by clicking on Load UOM button to bring in all UOMs configured for that commodity to the item's UOM grid. This saves you extra steps from having to select these UOMs on all items you will create for the selected Commodity.
Expand title Example: Another way is configure it to the item itself. This one can be tedious since this will require you to select one by one the UOMs available for the item, one by one.
- Once you have added the UOM/s in the Item screen > Unit of Measure grid, you can do other configurations like below. Though you can have this already configured in the Category or the Commodity. In that way there would be less configurations to do in the Item screen > Unit of Measure grid.
- Check Allow Purchase checkbox if you want the Item UOM be shown in Purchasing screens.
- Check Allow Sale checkbox if you want the Item UOM be shown in Sales screens.
- Fill in other information as needed.
- Save the record.
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It is very important to setup Item UOM as this will filter UOMs available for the item when selected in Sales and Purchasing transactions. Aside from that, this is where conversion is based. Follow the steps below to guide you on how to setup Item Unit of Measure. |
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