Managing Rolls/Sheets and Gaskets In Inventory; Setting Sheet or Roll Material as a Component of Bags or Gaskets

This video explains how to manage sheet or roll-based materials (such as gasket sheets or plastic rolls) and automatically convert them into sellable finished items like gaskets or bags in 10X ERP. It walks through creating a roll item with custom units of measure, linking it to a component item, and using conversion factors so inventory, costing, and availability flow correctly. The result is a fully automated process from purchasing raw material to selling finished pieces without manual calculations.

  • Create the roll item by setting the base unit as EA and adding custom units (such as Square Inches, Roll, or Linear Foot) with proper conversion factors.
  • Configure display and purchase units to allow buying the material by the roll while tracking inventory in square inches.
  • Create the finished item (bag or gasket) and mark it as a Component Item tied to the roll material.
  • Define the conversion factor by entering how many square inches of the roll are consumed per finished item.
  • Purchase the roll material on a PO using the roll unit and receive it into inventory.
  • Sell the finished item on a sales order, where the system automatically commits and consumes the correct quantity of roll material.
  • Track inventory and costs automatically as square inches are reduced from the roll and converted into finished items during fulfillment.
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