If you buy an item in cases but sell them individually, you can tell inFlow how many individual items are in that case. That way, when you purchase this item the system will stock the individual items into your inventory (rather than the case). A good example of this would be purchasing a case of soda pop.

We might set that product record up like so:

There are 24 individual cans in that case and we’re going to be selling them separately so we want inFlow to know that when we buy a case, we’ll actually be receiving 24 individual cans as above. This means if we received 3 cases (for example) with the set up we’ve chosen above, the system would stock 72 ea. to your inventory (or 24 * 3).

This method to convert can be used to break down all sorts of different combinations if you remember that:

• Standard UoM should always be the unit you stock in and that you use for your Bill of Materials (if applicable).
• Sales UoM should always be the unit you sell in (if different than your standard).
• Purchasing UoM should always be the unit you purchase from your vendor.

To set up your units of measure:

1. Open the product record for that item (Main Menu > Inventory > Product List > double click the item you want)

2. Go to the Extra Info tab.

3. Enter the unit of measure into the field beside Purchase UoM (in the example above we chose “case”, but you can type in anything you want)

4. You will see a conversion ratio pop up beneath for you to enter your details (in the example above that’s 1 case = 24 ea.)

5. Enter the unit of measure into the field beside Standard UoM (in this case that will be “ea” as in the example above).

You should not have to set up your sales unit of measure unless you’re breaking your items down even further or grouping them for sale so in this example we haven’t bothered, any sales for this item would automatically choose ea. as their unit.

Still unsure, or looking for more info?

Have a look at our Units of Measure tutorial video for a closer look.