Sage 50 US – Retail – Different Unit of Measure

different unit of measure

  1. Select Maintain Units/Measures

    units measures

  2. The maintain Units/Measure Screen will open

    U/M ID  – This is a unique identifier for the U/M you want to create. You’ll use this ID to identify the U/M for selection on transactions and when specifying the U/M for multi-packs.

    Description  – This is a short description to help identify the U/M. Think of this description as additional information to help identify the U/M

    Number of Stocking Units  – Enter the number of stocking units of the item that make up the U/M.

    For example, let’s say the stocking unit is a candy bar, but you purchase the candy bar in a case so you are setting up the case as a U/M.

    If there are 24 candy bars in a case, you would enter 24 in the Number of stocking units field.

    units and measures screen

  3. Go to Lists  Inventory & Services   Inventory & Services – The Item List window appears.

    inventory services

  4. Click on New. The New Item window appears

    new inventory item

  5. Generally, the Item ID will be the identifying code or abbreviation of the item.

    The Description provides for a more detailed description of the item.

    Select Stock Item from the Item Class pull-down.

    snickers bar item ID

  6. The Description for Sales will be printed on the customer’s receipt. Note: only the first 25 characters will be printed.

    snickers description for sales

  7. Description for Purchase: Fill in the Description for Purchase as needed. 

    snickers description for purchase

  8. The Price Level 1 will determine the default sales price when the item is sold though the POS.

    The GL Sales Account is also important it will enable you to get a breakdown of income when running profit and loss reports. An example of an Account would be ‘Food’, ‘Beverage’,’Liquor’, etc. Here we use ‘Candy Sales’.

    The Item Tax Type  will determine if the item is to be taxed at the Point of Sale.

    If a nontaxable customer (such as carry-out) is set at the Point of Sale, the item will not be taxed despite being set as taxable. 

    If the item tax rate is greater or lower than the normal tax rate, set the item as taxable. 

    Later, using AccuPOS Alternate Tax Rates, the correct tax rate can be applied to the item

    snickers purchase details

  9. UPC/SKU: this is the barcode number that the scanner uses to link up the item for sale and the POS station.

    ITEM TYPE: will enable you to get a breakdown of income when running profit and loss reports.

    An example of an Account would be ‘Food’, ‘Clothing’, ‘Snacks’, ‘Jewelry’, etc. Here we’ll use ‘SNACKS’.

    snickers sku

  10. Stocking Unit of Measure (U/M) – Now we need to setup the stocking Unit of Measure. This will be the individual candy bar.

    Click the Arrow next to Stocking U/M to create a new stocking U/M.

    snickers bar unit of measure button

  11. The Item Multi Packs Screen will open.

    Stocking U/M – This will be the name of the stocking Unit. ‘Candy Bar’ is used in this example.

    Purchase and sell in different quantities – Check this box as we will purchase the wine by the case and count or sell by the bottle.

    snickers multi pack uom

  12. Purchasing Multi-Pack – U/M: Select the Unit of Measure from the drop down list. “Case 24” 

    snickers purchasing multi pack

  13. Use as Default for all purchases check if you always purchase the candy the case. 

    Click OK when complete to save the item setup information.

    snickers default purchase