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| Description | | How To |
|---|
| Create Inventory UOM | | Go 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 Location | | Go to Common Info > Company Locations |
| | | In a selected Company Location go to Sub Location tab. |
| | | Add Sub Location. 
|
| Create Storage Unit | | Go 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 Locations | | Go 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.
|
| Create item | Item is lot tracked - yes - serial number | Go to Inventory > Items |
| | | Add new item. - Enter Item No and Description.
- In the Type field select the item type. In this example, let's use Inventory.
- In the Lot Tracking field select Yes - Serial Number
Add Unit Measure for the item. - Select the Stock UOM, in this example: pound, and check the Stock Unit checkbox.
- Select Other UOMs.
Notice that as you add other UOMs, the Unit Qty is automatically updated with the converted qty. That is why it is recommended that you setup your Inventory UOMs properly so that when you add it to your item, the system will calculate/convert it for you. This will save you extra step with entering/converting the qty per uom added. 
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