Each item has a default unit of measure and conversion ratios. Here is an example:
- One box is ten pencils.
- One carton is ten boxes.
If the default unit of measure was box and you send ten each, QuickBooks would divide the quantity ten by the conversion ration ten. You would see one box. QuickBooks would multiply the price by ten. If your unit price was $1 each, then the price would be $10.
The order will still balance, but the quantity and price from your order and QuickBooks would be different. You can instruct Connex to multiply the quantity and divide the price, which cancels QuickBooks calculations.
How do I set-up unit of measure in QuickBooks?
Here are the steps:
- In QuickBooks, go to edit and click preferences.
- Click items and inventory.
- Click the second tab.
- Select multiple U/M per item. This will enable mapping carton and each in this example.
- In QuickBooks, go to lists and click item list.
- Double click a product.
- Next to unit of measure, select a preexisting unit of measure or make a new one.
- If you make a new one, choose each.
- Assign the ratio:
Under default units, make sure you specify each. If you specified box, then QuickBooks will divide the quantity by ten.
How do I map the unit of measure?
In this example, there is an order for ten pencils at $1 each. In QuickBooks, the pencils have a default unit of measure called each:
- Go to the Connex rules engine.
- Go to action and add new rule.
- This rule says if the title contains each, then map each:
Here is the end result:
What if I sent cartons?
For this item, the default unit of measure is each. In this example, a carton is one hundred pencils. In the example above this paragraph, replace each with carton. In the background, QuickBooks will remove one hundred pencils from inventory.
I want to change the quantity and rate on the QuickBooks sale, but map the default unit of measure. Can this be done?
In this example, a user ordered one 50 lb. bag of seed at $50. The default unit of measure is 1 lb. Instead of mapping a quantity of one, the user wishes to map a quantity of fifty and a price of $1 each: