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Alternate UOM Setup

Alternate UOM Setup

This option provides the way to print and price your product as an alternate unit of measure (example: 18 egg carton instead of single dozen carton; bags instead of pounds)

Pre-Requisites

  1. Customer Masters

  2. Unit of Measure

  3. Customer Templates

Step-by-Step Guide

  1. Access the Master - Inventory - Unit of Measure module.

  2. Create a new UOM describing the Alternate Unit. (Example: AU24 for 2 Dz Pack)

    1. Double click on the new UOM and enter the number of dozens in the 24 pack (or pounds in the bag)

    2. Save & close.

  3. Access the Orders - Maintenance - Customer module.  Open the file for the customer who requested the Alternate UOM appear on their documents.

    1. In the lower right had corner verify the printing options for Order &/or Invoice are Enabled

    2. Save & close.

  4. Access the Orders - Maintenance - Template Manager module.

    1. Locate the item the Alternate UOM is to be applied to.

    2. Go to the 'Alt. UOM' & 'Alt. Basis' columns.  Enter the alternate unit code (AU24) in the 'Alt. UOM' column.  If the alternate unit price needs to also print on the document, check the box in the 'Alt. Basis' column.

    3. Save & close.

  5. Create a new order for the customer. The alternate unit information will now print on the documents.

 

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