Multiple units of measure

yes, There should be an option where both the fields are displayed.
its a problem faced, when the commodity is measured in multiple parameters like pieces and sizes.

eg.

5 doors of 1.67 sq m. each @ Rs. 105 per Sq. m.

@Rahul_Jain, your situation has nothing to do with item names and descriptions.

No inventory item can be measured in more than one unit. You are selling doors either in units of each (or door) or square meters, but not both. You might price your doors on the basis of their size, but if you want to sell by the door, you have to make that calculation when establishing the sales price.

What you are actually suggesting is multi-step amount calculations: Doors x Area/Door x Price/Area = Amount. Manager will not do that.

The answer depends on how you want to count and track the inventory item, FLUSHDOOR. Right now, you are tracking these doors in terms of square meters. That is how your supplier sold it to you. (The 5 pcs notation was just a convenience. It did not enter the calculation.) But you are unlikely to sell a half square meter of a door. You would probably find it easier to count this inventory item in units of each (which is the default).

You can address this issue two ways:

  • Convert the unit price of the item to be what one door costs. In this case, that would be 530.29. There is no reason you have to use the same unit of measure as your supplier. Imagine someone buying soft drinks. The supplier probably sells by the case of 24 bottles. The merchant might stock and count them in units of bottles. This is very common. Accountants and auditors will have no problem with it. Your supplier’s invoice documents the relationship completely.
  • Establish two inventory items, one measured in each, the other in sqm. Buy the item measured in sqm from your supplier. Then use a production order to convert them to the item measured in each. This is more work, but results in purchase invoices matching your supplier’s sales invoices exactly.

The problem is that there should by synchronisation of accounts when the relation is as important as of a buyer and supplier.

Secondly, a simple means to solve this problem is to embed a system in which both the fields of ‘Items’ and ‘description’ are allowed to be manifested in the invoice.
Let’s call spade; a spade.!!

Then you should choose the second option and you will be perfectly synchronized with your supplier. But you will have a very difficult time managing your inventory on hand, because you will not be able to go into your warehouse and measure the area of doors. To count them, you will first have to enter production orders converting them into units of each. The choice is yours and has nothing to do with Manager’s design.

No inventory system allows for two different units of measure for the same inventory item. The reason is that for quantities greater than 1, the multiplied amounts would never be exactly equivalent. You would be building conflicts into the system.

I am not sure what you are referring to. Manager’s inventory items include fields for:

  • Item code
  • Item name
  • Unit name
  • Description

The only one that does not appear on invoices is Item Name. That is designed for a different purpose. It is used as a short name on various reports. Anything you want to appear on invoices belongs in one of the other fields. For example, if you want to track your FLUSHDOOR item in square meters, you could define the Description field as “4418 Flush Door, 1 piece per 1.672 sqm.” Then enter your quantity in total square meters. Obviously, that would be cumbersome, which is why I don’t recommend that option.

Including the Item Name field on invoices would do nothing toward your idea of multiple units of measure. The program is going to multiply the quantity field by unit price to obtain the amount. No other calculation will come into play.

Read this Guide: https://www.manager.io/guides/7551.

1 Like

instead of using a production order, you can also make use of inventory kits.
this will not need you to convert inventory every time you purchase.
read this guide Use inventory kits | Manager

Thank you for the info. But request you to go through the thread.
But here is the screenshot of the problem concerned.

‘Description’ and ‘Item’ both should appear on the invoice.

use the item code field or include the item name in the description field when creating inventory items.
there is no need of unnecessary additional columns on a document when other columns can be easily utilized for the same purpose.

Good.
This is the best solution, I was looking for.
Write everything, from product to item twice in the invoice. :person_facepalming::rofl:

Hi.

MANAGER is a really great software. My one big concern is the feature of multiple unit measure.

My company is a wholesaler and also a retailer. I have about 400 inventory items.

The solutions given so far by MANAGER regarding multiple unit measure:

  • Separate inventory items for each unit.
  • By using inventory kits.

The solutions given are not effective and mistakes are easily made. Here are the reasons:

  • Let’s say I have 3-unit measure for each item; therefore, I have to make 1200 inventory items.
  • When I purchase in boxes, and then If I want to sell in retail, I have to go through multiple steps to convert the unit. It’s gonna be a mess.
  • Let’s say I only have one unit measure which is the smallest, every time I purchase or sell, I have to convert the quantity manually.
  • Etc.

There are other accounting softwares that have this feature. One of them is my previous accounting software. I have been using MANAGER for a couple of months and I really like it and plan to use it. That’s why I beg you to add this feature in the future.

I will give my 2 cents for the solution.

  • Add unit of measure data in the inventory item. Please look at the attachment.
  • The base of the unit is the smallest unit. And after that MANAGER can calculate based on the smallest unit and convert it to the desired unit automatically.

Ta da……Please forgive me, I know it’s much more complicated from the programmer’s point of view.

Thank you, I’d really appreciate and hope that you reconsider adding this important feature.

Henry

How about using kits? You could do all your conversions in a kit item.

Thanks for the response. I’ve tried. But why extra steps?

There will be extra steps regardless. The question is when and where you take those extra steps. What seems simpler to you could well be more trouble for others. It seems relatively immaterial whether you enter a much more elaborate inventory item definition, with layers to the unit(s) of measure, or add inventory kits. Personally, I would favor the inventory kit approach, because once you enter the kit it will show up as an item when entering transactions without further trouble. If you define multiple units of measure for one item, you will have to make additional selections every time you choose that item.

I would be curious to know whether the other accounting system you praise has inventory kits. If it does not, that explains why it has layers of units of measure for each and every inventory item.

1 Like

Imho, based on my use of other software that use “compound” uom or have conversion tables, it’s never really that straight forward.

First, you have a few cases where the units are truly divisible but in many cases they aren’t. For example, you can buy your bread rolls in packs of 4 or 8. And you can’t really open a pack because it will spoil the rest. So having the software automatically allow 3 or 5 pieces will just introduce mistakes, that’s why it’s better to be more deliberate when converting units than say just make everything infinitely divisible.

Second, some conversions are either non-standard or otherwise not so straight forward and thus need definition. All of the custom unit definitions are either extremely unwieldy, which makes inventory kits a picnic in comparison. An example would be in the food prep and restaurant businesses where they use weights instead of volumes to measure liquid ingredients which they buy in units of volume – this is especially true when dealing with strong concentrates which require precision so just taking 1ml = 1gm isn’t accurate enough.

Personally, I would love to have kits accept quotients instead of decimals which would make them far more effective for conversion purposes and I find them to be the perfect tool for conversions.

But I am not opposed to auto-units conversions on the one condition that a solution is provided for my first point.

Problems with inventory kit:

Since kits are just sold, you could reverse your setup:

  1. Buy the inventory item of pack
  2. Sell a kit of 1/6th of the pack

As far as the number of items, yes, this creates additional inventory items.

There will be extra steps regardless. The question is when and where you take those extra steps. What seems simpler to you could well be more trouble for others. It seems relatively immaterial whether you enter a much more elaborate inventory item definition, with layers to the unit(s) of measure, or add inventory kits. Personally, I would favor the inventory kit approach, because once you enter the kit it will show up as an item when entering transactions without further trouble. If you define multiple units of measure for one item, you will have to make additional selections every time you choose that item.

Yes indeed you have to select the unit, but you can set a default unit which you often use. Inventory kit is better for assembly or if you sell pizza, you have many types of pizzas which different toppings. But in case of wholesaler in retailer, define the unit measure in advance will make everything simpler later.

I would be curious to know whether the other accounting system you praise has inventory kits. If it does not, that explains why it has layers of units of measure for each and every inventory item.

Yes they have. Please don’t get offended Tut, I really love MANAGER, that’s why I make a suggestion to make it better.

why it has layers of units of measure for each and every inventory item.
As I mentioned above, multi unit of measure is preferable to wholesaler and retailer.

Another setup, it will be more complicated, and it increases the chance of error.

First, you have a few cases where the units are truly divisible but in many cases they aren’t. For example, you can buy your bread rolls in packs of 4 or 8. And you can’t really open a pack because it will spoil the rest. So having the software automatically allow 3 or 5 pieces will just introduce mistakes, that’s why it’s better to be more deliberate when converting units than say just make everything infinitely divisible.

If you can’t open the pack, then they will be created as separated inventory items.

Second, some conversions are either non-standard or otherwise not so straight forward and thus need definition. All of the custom unit definitions are either extremely unwieldy, which makes inventory kits a picnic in comparison. An example would be in the food prep and restaurant businesses where they use weights instead of volumes to measure liquid ingredients which they buy in units of volume – this is especially true when dealing with strong concentrates which require precision so just taking 1ml = 1gm isn’t accurate enough.

Yes, but you can standardized the unit level. For example you will have three levels of unit measure. Level one is the smallest, Level two medium, and Level three is the biggest. Level one can be pcs, gram, liters, etc. Level to can be small box, bottle, etc. Level three can be crates, big boxes, etc. Therefore you can have different kinds units, but the conversion method is standardized.

Is this complicated?

  1. Bought inventory item (can be bought and sold)

  1. Sellable kit (cannot be bought)

Yes, during the setup of the kit which is a one time settings. But it avoids users creating virtually unlimited number of transactions with conversions that do not apply. It’s a tradeoff.