Units of Measure

Units of measure are used in both the Inventory and the Utility Modules.

  • Inventory – Units of measure indicate how an inventory item is packaged and determines how inventory is counted. For example, when receiving or transferring inventory, you can indicate the quantity by selecting a case, 2-pack, or each (EA).

  • Utility – Units of measure are used to indicate how utilities are measured. For example, electricity is measured in kilowatt-hours (kWh) and natural gas is measured in cubic feet.

To open the Units of Measure page:

  1. Open the Administration Menu page.

  2. Under either the INVENTORY ADMIN heading or the UTILITY ADMIN heading, click Units of Measure.

ClosedAdd a Unit of Measure

To add a unit of measure:

  1. In the Add Unit of Measure field, enter a value to describe the unit of measure.

    This value indicates how the inventory item is counted. For example, if light bulbs are received in a case, your unit of measure might be Case; if they are counted individually, your unit of measure might be Each.

  2. Click ADD.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedEdit a Unit of Measure

Once you have created a unit of measure, you can further define it or edit it. To edit a unit of measure:

  1. In the Unit of Measure field, select the unit of measure to edit.

  2. To change the name of the unit of measure, enter a value in the Rename field.

    All historical information will reflect the new value.

  3. To change the display order, enter a value in the Tab Order field.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  4. To change the status, select a value from the Status field.

    Units of measure with a status of Inactive are not displayed to users. However, inactivating a unit of measure does not affect the existing inventory items that utilize it.

  5. Click UPDATE.

ClosedDelete a Unit of Measure

Units of measure that have not been used can be deleted from the system.

Units of measure that have been associated with an inventory item or a utility cannot be deleted. If a unit of measure has been used but is no longer needed, you can edit it and make it inactive to prevent it from being displayed to users.

To delete an unused unit of measure:

  1. In the Unit of Measure field, select the unit of measure to delete.

  2. Click DELETE.

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