Using Custom Units for Purchasing and Selling; Buying by the Sheet, Roll, Spool, Carton, etc. and Selling by Inch, Foot, Each, etc.
This video covers how to create custom units for purchasing and selling items in 10X ERP. This feature is useful when buying and selling in different units, like buying by the sheet and selling by the square inch.
- Find the Item in the System and Navigate to the Details Section
- Set the Base Unit of Measure to the Smallest Unit You'd Use it as
- Create Custom Units by Adding the Unit, Descriptions and Conversion Factors
- Use Custom Units in Purchase Orders, Such as Buying by the Sheet
- The System Automatically Converts Purchased Units to the Base Unit for Inventory Management
- Similarly, Sales Orders can use Custom Units when Selling and Relieving Inventory
This setup allows for flexible purchasing and selling, making it easier to manage inventory in different units of measure.