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Establishing units of measure

This feature is available on Plus and Pro plans only.

To create units of measure:

Go to Settings Menu > Inventory Settings.
Scroll down and select the Use Units of Measure checkbox, then select Save and Close.
Go to Company Menu > Miscellaneous > Units of Measure.
Select the Add New button to add a new unit of measure. Complete the Name and Abbreviation fields for the unit of measure, then select Save and Close. An abbreviation is limited to five characters and should not be all numeric.
Repeat Step 4 as many times as needed to define all desired units of measure.
Assign units of measure to items.
1. Go to Operations Menu > Inventory > Items.
2. On the Items list, locate an item to which you want to assign units of measure, then select Units of Measure on the item’s Actions Menu.
3. In the Base Unit field, select the unit of measure for the item. The base unit is typically the smallest unit you would use.
4. In the Conversions table, enter the Unit (unit of measure), Ratio, Sales Price, and Purchase Cost fields for each additional unit of measure to be used on transactions. The ratio is the number of base units in the specified conversion unit. (Example: If the base unit is each, and the case unit has 50 base units, the ratio for the case is 50.) If needed, use the green plus sign or the More Lines link to add additional lines in the Conversions table. When finished, Save and Close.
5. Repeat Steps 6b-6d for each item to which you want to assign units of measure.

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