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ADVANCED MULTI-UOM

This module allows stock items with multiple units of measurement, UOM auto conversion, and multiple UOM reports.

Go to Tools > Program Control > Module Setting

Check the checkbox of Advanced Multi-UOM to enable it.

Repost Sales/Purchase/Stock Transactions

Compared to Basic Multi-UOM (which produces stock reports only in the smallest UOM), Advanced-Multi UOM produces stock reports in multiple UOM.

If you have been using Basic Multi UOM before purchasing the Advanced Multi UOM module, your stock balance (transacted earlier) is reported in the smallest UOM. To re-categorize these ‘old’ stock according to their UOM respectively (as provided by Advanced Multi UOM module), you need to run a Repost.

To run Repost,

Go to Start > All Programs > AutoCount Accounting > AutoCount Accounting Management Studio

Go to Data Consistency > Repost Sales/Purchase/Stock Transactions

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Select relevant items,

Click on Start Repost.

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Stock Card Report before Repost

Though there were stock balances for both UOM (PCS and BOX), the report will either show the smallest UOM (PCS), OR

show the default Report UOM (one UOM at one time, according to the setting of default Report UOM at Stock Item Maintenance).

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Stock Card Report After Repost

The report will show each of UOM separately (BOX, PCS…) and their transaction respectively. (also see More Options below}

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Click on More Options and You may choose from 3 UOM options.

1. Show Multi UOM (by default this is selected)

2. Show Default Report UOM

3. Show Smallest UOM

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Multiple UOM with same UOM rate

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Base UOM means ‘Smallest UOM’ in Stock reports (More Options > UOM Option > Show Smallest UOM ) … the Base UOM is important only when you have multiple UOM with UOM Rate equal to 1 (smallest rate), and you wish to view stock reports in a specific smallest UOM, then you must specify the desired UOM to be the Base UOM.

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Most commonly, the ‘Show Multi-UOM’ option is selected, where each of the UOMs will be displayed accordingly. However, ‘Show Multi-UOM’ is applicable only when the module of Advanced Multi-UOM is enabled.

Purchase Item with Multi UOM

Go to Purchase > Purchase Invoice

Click on Create a New Purchase Invoice,

Under UOM column, you may select different UOM…

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UOM Conversion

If you are purchasing items in bigger UOM and selling them at smaller UOM, you may convert the larger UOM to smaller UOM or vice versa.

Go to Stock > Stock UOM Conversion,

Click on Create a New Stock UOM Conversion,

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Key in the description of this conversion,

Click on ‘+’ sign to add an item conversion; you may choose to convert upwards or downwards.

Click on Save.

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Take a look at Stock Card Report again

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Note: Doc. Type UC means Unit Conversion.

Auto UOM Conversion

From the current Stock Card Report, the balance quantity of item B0001 is 9 CTN, 7 BOX, -3 PCS.

Issue an Invoice of 2 PCS, and the system will prompt a message saying there is an insufficient quantity for PCS, and suggesting to convert one BOX into PCS.

Go to Stock > Stock Item Maintenance,

Retrieve item with multi UOM,

Make sure that the checkbox of Auto UOM Conversion is checked,

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Create a New Invoice,

Select item N91, and quantity 2 PCS,

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Click on Save,

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Click on Yes, will prompt the screen of Stock UOM Conversion …

(If click on No, will prompt the screen of Confirmation for Negative Quantity Stock Items..)

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Note: the system will automatically suggest converting from the nearest UOM. You may amend it or/and click Save.

View the Stock Card Report again,

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Set Automatic UOM Conversion

Go to Tools > Options >Invoicing > Document Control 2

Check the checkbox of Automatic UOM Conversion

This setting will automatically perform UOM conversion (when needed) without prompting message screen for confirmation.

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