Quickbooks Premiere SITUATION: I receive purchase orders from my customers ordering items sometimes in ''eaches'' and sometimes in ''cases''. I currently have all items entered in QB in EACHES. I use a custom field to show case count (either 4 or 12). PROBLEM: When Purchase Orders are entered, I have to calculate either the number of cases based on the eaches OR the number of EACHES based on the cases. While this math isn't difficult, it opens up room for all sorts of errors. QUESTION: Is there a way to enter items is QB so when I create invoices and put the item count in CASES it calculates the correct EACHES count OR if I enter the EACHES, it calculates the correct CASE count? Both counts will be shown on the invoice. Thank you
Computers & Internet - Intuit - QuickBooks: Premier Manufacturing & Whosale Edition 2005...
Answers & Comments
Hi MCC726,
Good News, Yes, you probably have your inventory UOM (Units of Measure) set to single. If this is Quickbooks 2007 0r later version, it supports multiple UOM's.
To enable unit of measure follow the steps below:
- Click Edit menu > Preferences.
- Click Items & Inventory then click the Company Preferences tab.
- Click the Enable button.
- Select the mode that you want to use Multiple U/M Per Item.
- Click Finish then click OK from the Preferences window.
Now to set up your UOM's do the following:- Click Home then click Items & Services.
- Click the Item button then click Edit Item (if you want to edit an existing item) or click New (if you want to setup a new item).
- In the U/M field, click the drop down box then click Add New.
- Select a U/M Type. ( In your Case it would be count)
- Select a Base U/M. The base unit is the smallest unit in which the item is stocked and counted.(in your case it will be each's)
- Add any related units. You will select and define here the number of base units it contains. For example, a case will contain 24 each.
- Select the default U/M for the Purchase forms and Sales Forms.
- Finally, enter the name of this U/M.
- Then Click FInish.
From now on all your P/O's that are coming in from your customers will automatically convert from cases, Then you can delete your custom field, unless you created that field to show up somewhere normal UOM's can't.Good Luck, and let me know how it goes.
Thanks
Mark
Hi,
Here's a comparision chart between Groups and Assembly's
Mark
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Mark