How to Set Up Multiple Units of Measure in Unleashed

Before you start

• Pick the base unit carefully. It's how stock is counted everywhere, and Unleashed recommends your smallest unit (bottle, gram, each).
• The base unit can't be changed once the product has been used on a transaction.
• Unit names can't be edited once created, so settle on a naming convention first.
• Alternate units are only for purchasing. They aren't available on Sales Orders, Assemblies or Stock Adjustments.

Step 1: Create your units

1. 1Go to Settings > System Settings > Units of Measure.
2. 2Enter a unique Unit of Measure Name, such as Bottle, Case or Pallet.
3. 3Click Add. Repeat for each unit.

Step 2: Set the base unit on a product

1. 1Open the product record and go to the Details tab.
2. 2Scroll to Units of Measure and click Add New.
3. 3In the "Add Base Unit of Measure" window, select the base unit. The first unit added becomes the base unit with a conversion rate of 1.
4. 4Optionally enter Pack Size, Barcode, Weight, Width, Height and Depth. Unleashed uses the base unit's dimensions for order weight and volume, and its barcode for scanning.
5. 5Click Add.

Step 3: Add alternate purchasing units

1. 1In the same Units of Measure section, click Add New.
2. 2In the "Add Unit of Measure" window, select the unit, for example Case.
3. 3Enter the Conversion Rate: 24 if one Case holds 24 Bottles.
4. 4Tick Purchasing so the unit is available on purchase orders, then click Add.
5. 5In the product's Purchase tab, set each supplier's default purchasing unit on the Suppliers tab, and any unit-based prices on the Quantity Prices tab.
6. 6To add alternate units for many products, use the Alternate Units of Measure tab under Inventory > Products > Import/Export. The products and units must already exist.

Step 4: Buy in the alternate unit

1. 1On a new purchase order, add the product. Its default purchasing unit fills the Purchasing Unit field; change it if you're buying in another unit.
2. 2Enter the quantity in that unit.
3. 3When you receipt, Unleashed converts to the base unit. One Case at a conversion rate of 24 adds 24 Bottles to stock.
4. 4Serial-numbered and batch-tracked products are always receipted in the base unit, so 1 carton of 100 tubes needs batch details for 100 tubes.

If something doesn't look right

• You can't change the base unit: the product is on a purchase order (even a deleted one) or another transaction, or the base unit is set as a default purchasing unit somewhere. The first can't be undone; the second can.
• A purchase order from the Reorder Report shows 62.0833 cases: the report works in base units and doesn't round to whole purchasing units. Edit the quantity before placing the order, or set pack sizes so it rounds.
• Purchase order totals differ slightly from stock value: base-unit prices are rounded to 4 decimal places, which shows on large quantities at small unit prices.
• A dimension won't save: leave it empty rather than entering zero.
• You can't obsolete or delete a unit: it's still a base unit or a default purchasing unit on a product or supplier.

Where Unleashed leaves the work to you

• Customers who order by the case: sales orders use the base unit, so someone converts cases to units on each order.
• Merging old pack-size products (WATER, WATER6P, WATER24P) into one: Unleashed's suggested route is Stock Adjustments to move the stock, then marking the old products obsolete.
• Fixing a wrong base unit after transactions: you create a new product and move stock and activity to it.

Where Logistify fits

Logistify doesn't set units of measure on orders or change your product setup. The Sales Order Service enters customer orders into Unleashed as sales orders, and a person reviews exceptions as held orders. To turn supplier spreadsheets into clean SKUs first, see Product Catalog Cleanup and How to import products in bulk.