Units of Measurement Differs |
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Units of Measurement Differs:
This feature helps in managing items sold or purchased in different units without manual conversions.
Example, you buy tiles per box but sell per square meter.
Sales and Purchases:
When recording purchases, input the number of boxes bought. When recording sales, input the number of square meters sold. Smart-It automatically converts between units using the conversion factor you set, ensuring accurate stock management and pricing.
If the units of measurement differs.
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Step 1 |
Go to Stock > Stock Options and select Change Unit Calc Qty. |
Step 2 |
Go to the Cost and Selling Prices tab. Click here to see how to add different units. Create the units first, followed by the list price. If you do it the other way around, then the supplier list price will change. Define Units: Create a unit for e.g. box with a unit quantity of 1.44 (Each box have 4 tiles of 600mm x 600mm = 1.44 sq.m. per box) .
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Step 3 |
Create a new unit with name, for e.g. Sq.M. with a unit quantity of 1
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Step 4 |
Set the selling unit to Box and the buying unit to Box (Note both units are Box) The reason is that even though you are going to type the square meters on the invoice or quote, the program will convert it to full boxes because the customer is still buying per box. The function just makes the task easier by having the conversion happen automatically.
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Step 5 |
On the invoice or quote, right-click on a header, select Column Chooser and drag the Qty Each to the invoice form.
See image below |
Step 6 |
Type the squares the client wants in the Qty Each column, for e.g. 8 sq.m. and press enter, the quantity will now change to 8.64 sq.m. because you only sell in full boxes. The Quantity | F12 column will display 6 boxes (8 sq.m / 0.36 sq.m (tile size). Six boxes because you only sell full boxes. |
Invoice example