BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months*   Ends 11/30

Buy now
cancel
Showing results forΒ 
Search instead forΒ 
Did you mean:Β 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Merri-W
Level 1

Buying and selling in multiple UOMs: cases, boxes, eaches, packs.

Starting/Using Enterprise Wholesale, Advanced Inventory & Advanced Pricing. I have thousands of items, many vendors, customers on contract pricing tiers. My items may be bought in a case, pack, or each and I may have multiple vendors for one item. These items may be sold in an each, a case, a pack, or they may not have all UOM options for sales. We must have the inventory account for all UOMs - a case may sometimes be sold in eaches, or eaches may be sold as a case. We need inventory to reflect if we have enough for a pack, a case, or not so setting up cases and eaches as different items would not work. I am having to alter my way of thinking, as my current/soon-to-be-ex-system does not have UOM "sets", but any UOM may be applied to any item and I could override any conversion on a per item basis. 

Example: 
First product: I buy a case of bandages. The case is 24 boxes of 100, 6 inner packs of 4 boxes. I would buy this buy the case of 24, sell as a box of 100 (my base or my each), also sell as a pack of 4 boxes, and also sell as a case of 24. Discounts are offered for buying packs or cases. 
Second product: I also buy another case of 24, tubes of ointment, 2 inner packs of 12, and my base is an each. Am I correct in thinking that though these items both have cases of 24 they need to be each part of separate UOM sets? Maybe I set up one set called "BX/100 PK/4BX CS/24BX", base UOM being the box of 100, pack equals 4 boxes, case equals 24 boxes. Then another UOM set called "EA PK/12EA CS/24EA", base UOM being each, pack of 12 equals 12, and case of 24 equals 24? My box of 100 will not always be a part of a case of 24, or have an inner pack and my case of 24 will not always be a box of 100. I know this will lead to a lot of UOM sets. 
Third product: I buy a case of 24 of an item, but only intend to buy in cases, and always sell as an each. Can I use "EA PK/12EA CS/24EA" and somehow prevent a case of 24 showing as an option for sales? Or should I have another UOM set for "EA/CS24"? (Please note these UOM set names are not necessarily what we would use.)

Additional Info: It may or may not be pertinent to this particular topic/question, but we also would then sell these items to Customer A at one price and Customer B at different pricing. I understand pricing will be set up separately from the inventory, but I wanted to throw that in there in case there were any tips, tricks, or potential complications that were foreseeable from the example given. 

Solved

Need to get in touch?

Contact us