Editing a unit of measure
It is possible to edit the unit of measure for an item master. However, read this topic carefully to understand how changes to the unit of measure can affect your inventory.
To edit a unit of measure:
- Select Operations>Item Masters.
- Double-click an item master to edit. Or, highlight the item master and select Edit, in the toolbar above.
- Select the Units of Measure tab.
- Check the box next to the unit of measure you want to edit, and select Edit UoM above the units of measure table. The Edit UoM screen appears.
- Update information about your unit of measure.
- Edit the Name and Abbreviation as necessary. Note that these fields are case sensitive.
- Edit the # of Eaches as necessary.
- If your item master is marked Based on Measurement Unit, the measurements will automatically be updated, based on the new # of Eaches, when you select OK. You can also select Reset based on Measurement Unit to view the updated measurement values before you close the screen.
- If you are editing the # of Eaches for the Receiving Unit, Shipping Unit, or Standard Unit, it is likely that you will also need to change the Purchase Cost, change the Sales Price, and adjust the Reorder Point and Reorder Quantity.
- Edit the measurements as necessary. If your item master is marked Based on Measurement Unit, you can update the measurements for this item only if you are editing the Measurement Unit. Otherwise, the measurements are read only.
- You can, however, update the units for the measurement. For example, if the Dim Wt of your Measurement Unit is 1 lb, and the Dim Wt of this unit is 0.25 lb, you can change the unit of the Dim Wt from lb to oz using the drop-down. When you choose Reset based on Measurement Unit or save the unit of measure, the Dim Wt is saved as 4 oz.
- Select OK to save your changes to the unit of measure.
- SmartTurn keeps a record of changes that you make to the measurements or the # of Eaches by deactivating the unit with the old values and creating a copy with the new values. Any existing documents using the old unit of measure have their quantities marked with a § to alert you to possible changes or inconsistencies in your units of measure.
For example: You have a
Closed sales order for 1 pack of orange soda. This sales order was processed when your "pack" unit of measure contained 6 eaches. In the item master for orange soda, you change the # of Eaches in a pack from 6 to 12. If you view the
Closed sales order, the shipped quantity will be listed as "1 pack §". This symbol alerts you that the pack used on this sales order is defined differently than the pack currently listed in the item master. You can view the details of the sales order line item (using the View screen) to see the number of eaches per pack used during the processing of the sales order.
- Use the radio buttons to select or update when you want to use each unit of measure. Any changes you make will not affect existing existing documents.
- Standard Unit - This unit of measure is the default putaway unit for this item, and is displayed in reports about this item master.
- Shipping Unit - This unit of measure is the default when shipping the item.
- Receiving Unit - This unit of measure is the default when receiving the item.
- Weight Unit - This unit of measure is deprecated and may be removed soon. SmartTurn recommends that you disregard this unit of measure. This unit was used in calculating the weight of a shipment.
- Billing Unit - This unit of measure is the default when calculating the billing information for the item for all billable documents.
- Measurement Unit - This unit of measure is the default when calculating the physical characteristics (measurements) of new units of measure. (Item masters that are marked Based on Measurement Unit must always have all measurements be exactly proportional across all units of measure.)
- When finished, select OK to save your item master changes.