Count Items with Multiple Units of Measure

Units of Measure Overview | Physical Inventory Overview

Pro

Point of Sale maintains on-hand inventory counts by the base unit of measure (though quantities are also displayed in your other units for convenience). When taking a physical inventory count, you can enter counted quantities by other units, but Point of Sale always converts the count to your base unit before updating inventory.

The general rules for entering and displaying counts with these items are as follows.

Main Physical Inventory Window

- If you enter counts directly on the main PI window, they must be entered in your base unit of measure.

- Counts transferred to the main PI window from the Add Counts by Hand window or a physical inventory scanner are converted and displayed as base unit counts, no matter which unit the counts were entered as.

Add Counts by Hand Window

- As you enter items and counts, change the Unit of Measure field entry as necessary to reflect the unit of measure actually counted. This field will default to the unit associated with the entered UPC or alternate lookup value if they are unique for each unit, or to your base unit of measure if not.

Note: If you have selected the Add Item option, you cannot change the Unit of Measure field entry. The count is assumed to be 1 (one) for the unit identifier entered.

- If entering counts by a unit other than the base unit, the equivalent number of base units is displayed in the Base Unit Count field for confirmation.

- No matter which unit the count is entered as, it is converted and added to the count list in terms of the base unit. In the example shown, a case identifier has been scanned and a quantity of 8 cases entered. The equivalent base unit count for 8 cases is 112 bottles which is displayed in the Base Unit Count field and the item count list.

Physical Inventory Scanner

If you have a unique UPC or alternate lookup (ALU) identifier for each unit of measure and print tags with those barcodes, when scanning them the quantity entered is converted to an equivalent quantity of base units. If each unit does not have a unique bar code, the quantity entered is assumed to be for your base unit. As you scan and enter quantities, be aware of and enter the counted quantity in accordance with this standard and based on your bar code type. Example

You buy/sell an item by the case and individual cans. They are set up as separate units of measure in inventory. The individual can is your base unit and a case includes 24 cans. When doing your physical count, you may scan bar codes on cases or on individual cans.

- If the case and cans have a separate UPC or alternate lookup values assigned in inventory and unique bar codes, the counted quantity will be automatically converted to the correct number of base units (cans) no matter which you scan. Scanning the bar code on a case and entering a quantity of one (1) will be recorded as 24 cans. Scanning the bar code on an individual can and entering a quantity of one (1) will be recorded as a single can.

- If the case and can do not have separate UPC or ALU values, or the bar code is printed from the item number (as are the default tags printed in Point of Sale), scanned quantity entries are assumed to be for your base unit, a can. If scanning a case, you must manually enter 24 as the counted quantity after the scan.