Multiple units of measure

Hi @lubos, I would say that we need multiple unit of measure - where - fore example - we purchase an item as Dozens and sell it as a Pcs or vice versa. We have this scenarios and want the solution if it is possible. We can make some manual mechanisms but it’s not professional way of doing bookkeeping - out UOM conversion is necessary during transaction entry.

Thanks

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I think this will be useful, as I work in the ceramics industry and need to convert the area in meters to the number of cartons. I do this manually.

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I understand the need for multiple units of measure—for example, purchasing an item in dozens and selling it in pieces. This scenario is common for us as well, and while Manager doesn’t currently support automatic UOM conversion during transaction entry, I’ve implemented a workaround using the Production Order feature.

Here’s how I handle it:
I purchase the item as “Dozens” and create a separate inventory item for “Pieces.” Then, I use a Production Order to convert 1 dozen into 12 pieces. This keeps the inventory accurate and aligned with our sales process.

While it’s a manual workaround, it maintains professional bookkeeping standards until native UOM conversion is supported.

Thanks,

You could also purchase and stock everything in pieces and use kits when selling a dozen for example

It wouldn’t work the other way round as a kit has be be a multiple of the inventory item

Yes you can.


Inventory Kits somewhat solves the multiple UOM issue but still it would be better if proper Multiple UOM support is implemented in Manager.

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We need this tool in selling and purchasing
Kit works in sales only

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Yes thats why i mentioned that even there is a workaround proper multiple UOM support is much needed in Manager.

I previously tried to make a case for using kits in Purchase transactions but I was faced with a lot of opposition.

I think it would make a lot more sense to create a kit of a dozen to be used in Purchases than to create a kit of 0.083333333333333333 to be used in Sales.

Other software call these kind of kits “Packings” but for all practical reasons, they are glorified kits.

I think this should be in ideas

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This is similar to the idea Weight of Products

Can someone please explain how they think this would work?

@Joe,

There are not set requirements here. The developer gets to choose how to implement a feature that supports this.

I agree but the developer has to have some idea on how users think it should wirk

I have no idea as how it could be implemented simply - other than naking kits available at the purchase stage as they are for the Sales process

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It’s been discussed before.

The simplest and least intrusive solution is to make Inventory kits available for Purchase transactions. This way is packing would have its own unique code – as it should – and Inventory Items would not experience any negative side effects.

For that to work nicely, it would be beneficial to be able to select whether this item should appear on Purchases, Sales or both. I don’t know if this has ever been a feature in Inventory Items, but having that would be very useful as this would:

  • Reduce loading times of inventory forms
  • Reduce data entry errors

Another solution is to introduce “Packaging Options” within the Inventory Item itself with each Packaging having its own line.

Yet another solution is to create a global Unit Conversion Table or introduce Compound Units, which would be burdensome for both the developer as well as the user if I may say so. This method has many drawbacks, one of which is that it doesn’t capture the changes in attributes resulting from the change in Packaging such as package coding, price differences and different usage in Sales vs Purchases.

Another drawback is this method requires a free user selection of units of measure in Purchase and Sales forms. This can be alleviated by indexing the Inventory item/Units of measure combinations, but this will still require the user to make units selection from a dropdown menu. This is also an expensive development to make for little benefit.

Imo, enabling Inventory Kits in Purchase transactions is the preferred method and I recommend filtering both Inventory Kits and Inventory Items to be available in either Purchases, Sales or both.

@Mekha_Elkomos_Eskand, what are your thoughts on this.

Issue behind this is Inventory Kits can have multiple items so cost allocation would be an issue if allowed on Purchases. This could only work if kit have only one type of item OR introduction of Packaging options could be more suitable.

This is much needed and this was even suggested before. As someone would not want raw materials to appear on Sales Forms same goes for Finished Products on Purchase Forms. This option should be on Item level and apart from Purchase and Sales, Production Order should be also included.

Indeed that is potential problem, however, that wouldn’t be Manager’s fault. In any case, if you buy a bundle of assorted products at a set price, you will always face the issue of cost allocation.

That’s why as you just said, a bundled inventory shouldn’t be used in Purchases.

The way I see it is that Manager has to provide the tools and the user must learn how to use these tools properly. Imo, withholding such powerful tool from the users because of possibility of improper use is like denying patients medicine for fearing they might overdose.

There’s a cost/risk benefit compromise to everything that we do, and in this case I think the benefits more than justify the risks.

To mitigate these risks, other software might either create a validation rule to stop the creation/update or show a warning when this validation rule is broken and allow the user to proceed at their own risk.