coreSTORE - Inventory: What are Quantity Units
Quantity Units are employed to sell inventory items in specific quantities, reducing inventory accordingly upon sale. While the standard practice is to sell items individually, Quantity Units can be beneficial in scenarios such as selling 6-24 packs of beverages or cases of ammunition instead of individual boxes.
Below is a step - by - step guide on how to setup Quantity Units for your Inventory Items.
First, go to Inventory > Items.
Next, search for the item you wish to add Quantity Units to.
Inside of the Item screen, select the "Variations" tab.
Inside of this tab and at the very top you will see the "Quantity Units" section.
Simply click "Add" to add a new Quantity Unit.
Next fill out the provided fields, giving it a Name, Qty, Cost, Selling Price and Item Number. (Item Number is commonly used for the UPC if one is provided)
Next, click the "Save" button at the bottom-right to update the inventory item.
To see how it works, go to Sales > New Sale.
From here you can either scan or type in the Item Number to pull in that specified Quantity Unit.
You can see it will pull in the actual Inventory Item, but it will also add another line to the grid called "Quantity Units" whenever you pull up that inventory item.
In this field, you can see we have "Case" selected since we pulled in that Item Number.
However, you can still select that "Case" option and change it to a different Quantity Unit, or set it to "None" to default it to the normal quantity of 1.
Next, pull in the customer that will be purchasing this item.
Please keep in mind, that even though the "Case" option is selected, the "Qty" column will still display "1". This is because we are selling one case, not just one single item.
Next, click the "Continue" button to take payment.
In here, you can select the Payment Type or Types that are going to be used.
With that type selected, you can click the "Add Payment" button to pay the entered amount.
Finally, once the "Amount Due" is $0.00 you can click the "Complete Sale" button.
If you want to see how the Quantity Unit effected your system, you can go back to Inventory > Items > Edit your item > Select the "Inventory" tab.
In here, you can see the "Inventory Tracking" and you will find it did in fact reduce a quantity of 10 for those single inventory items and under the "Remarks" column it will show you the receipt it's tied to.
Below is a step - by - step guide on how to setup Quantity Units for your Inventory Items.
First, go to Inventory > Items.
Next, search for the item you wish to add Quantity Units to.
Inside of the Item screen, select the "Variations" tab.
Inside of this tab and at the very top you will see the "Quantity Units" section.
Simply click "Add" to add a new Quantity Unit.
Next fill out the provided fields, giving it a Name, Qty, Cost, Selling Price and Item Number. (Item Number is commonly used for the UPC if one is provided)
Next, click the "Save" button at the bottom-right to update the inventory item.
To see how it works, go to Sales > New Sale.
From here you can either scan or type in the Item Number to pull in that specified Quantity Unit.
You can see it will pull in the actual Inventory Item, but it will also add another line to the grid called "Quantity Units" whenever you pull up that inventory item.
In this field, you can see we have "Case" selected since we pulled in that Item Number.
However, you can still select that "Case" option and change it to a different Quantity Unit, or set it to "None" to default it to the normal quantity of 1.
Next, pull in the customer that will be purchasing this item.
Please keep in mind, that even though the "Case" option is selected, the "Qty" column will still display "1". This is because we are selling one case, not just one single item.
Next, click the "Continue" button to take payment.
In here, you can select the Payment Type or Types that are going to be used.
With that type selected, you can click the "Add Payment" button to pay the entered amount.
Finally, once the "Amount Due" is $0.00 you can click the "Complete Sale" button.
If you want to see how the Quantity Unit effected your system, you can go back to Inventory > Items > Edit your item > Select the "Inventory" tab.
In here, you can see the "Inventory Tracking" and you will find it did in fact reduce a quantity of 10 for those single inventory items and under the "Remarks" column it will show you the receipt it's tied to.
Updated on: 06/26/2024
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