Setup – Units of Measure

 

Most all inventory will fall into the unit of measures we have provided. But you may want to add your own for more specific pack sizes and reporting.  

 

To Add Unit of Measure

1.     Click Settings    

2.     Choose Setup   

3.     Select  Units of Measure  

4.     Click Add

5.     Type in a short description under Unit (cannot be more than 6 characters). E.G. ml, kg, lb.  This is used in reporting.

6.     Type in a Unit Description under Description – This is for the long version of the unit.  E.G. kilogram, liter, cup – shredded.  This will be used in windows and some reports

7.     Indicate the type of the ingredient from the Type drop down list

Type

Details

Weight

These units are those that are used by weight.  Pound, Gram, Kilogram.  Once a weight unit is selected for an item, all weight units will be available when adding as an ingredient.

Volume

Volume type units are those applied to liquid measure.  Fluid Ounce, liter, milliliter, 750ml for example.  Once chosen in an item, all volume units will be available as an item is chosen as an ingredient.

Unit

Unit type units are those used by an individual unit. For example each, carton, serving etc.  When entering an item the default unit will be ‘each’ a conversion will be required to convert an each to anther unit or unit type.

 

8.     Click Save