QuickBooks Inventory – Assigning Multiple U/M – Part 21

Posted by on May 16, 2011 in Inventory Module | 0 comments

Carrying on from Part 20. This sample company sells countertops that can be customized to a customer’s wishes. In this exercise I’m going to take a non-inventory part called Counter and set up some multiple units of measure from a measurement set called Area. In turn I will then set up some related units to Area.

To do this I go to HomeMenu Bar and choose the Items &  Services icon. I will then open up the Item List and choose Counter and right click on the mouse to Edit Item.

In the Unit of Measure field I will click on the drop down box and choose <Add New> which opens up the screen to your left.  Since White Ridge buys the marble countertop in square metres and sells in square feet, I need to define a measure set for Area.

So I will select Area as the unit of measure and then click Next.

The Base Unit of Measure screen will then appear where I will choose Square foot (sqft) as the base unit and then I click on Next.

The next window (on your left) allows me to define the units related to the base unit of square foot.

By creating this base unit and the related units of square metre and square yard, I can enter a quantity of square metres on a purchase order, show the item in square yards on inventory reports, and enter a quantity of square foot on an invoice.

To do this I will click on the Add column for square yard and square metre. If you look closely you can see that QuickBooks has already calculated  the number of base units for the related unit in the #of sqft column.

I will then click on Next.

This opens up the Purchase drop-down menu where I will select square metre. This is what I want to appear by default on purchase orders for this item.

I will leave the Sales default as square foot and leave the Shipping default blank. To move on I will click on Next.

It is now time to give this measure set a name. You can see the QuickBooks has already provided me with Area by the square foot, so I will accept that by clicking on Finish.

This will take me back to the Edit Item window where you can see the new name in the Unit of Measure field.  I will then click on OK.

Next up – Assigning a Unit of Measure Set to an Item.

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  1. QuickBooks - Units of Measure on Sales Forms - Part 23 | Quickbooks Trainer i am - [...] QuickBooks uses the default unit that I selected for the purchasing of this item. I could use this menu…
  2. QuickBooks - Units of Measure on Sales Forms - Part 23 - [...] QuickBooks uses the default unit that I selected for the purchasing of this item. I could use this menu…

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