Buy in Cases and Sell in Dozens/Pcs (Multiple units of conversion)
YouTube: Buy in Boxes /Strips and Sell in Tablets (Multiple units of conversion)
📦🛒 Managing Unit Conversions in Logic ERP: A Step-by-Step Tutorial
Logic ERP offers a powerful conversion feature 🔄 that enables users to manage purchase and sales quantities using different unit conversions dynamically. This tutorial will guide you through setting up an item with multiple packing conversions 📦 and demonstrate how these conversions function during purchase 🛍️ and sales transactions 🧾.
🛠️Step 1: Creating an Item and Defining Conversion Units
📁Navigate to Item Setup
In the main menu➡️, expand the Setup option➡️, then select Setup Item Multiple Pack Sizes option under Setup Items section.
This section allows users to define and manage different unit conversions for items efficiently🔧.
🆕Create an Item
For this example, we will create an item named Paracetamol Tablet💊.
Enter relevant details in the set up item window under three main headings that is (header details, group details and pack/size details)📋.
And then fill out information such as item name, company name, category, and description to ensure proper identification in the system🏷️.
📏Define Conversion Levels
Enter multiple units of conversion. We will define two levels of conversion: Box📦 and Strip📜.
This allows flexibility in handling different pack sizes during transactions.
➡️First Conversion Level: Box
📦A box contains 100 tablets, organized into 10 strips.
Enter 100 in the Unit per Pack column.
Enter Box in the Pack Description column.
✅This ensures that transactions using a "Box" will be calculated as 100 tablets per unit.
➡️Second Conversion Level: Strip
📜A strip contains 10 tablets.
Enter 10 in the Unit per Pack column.
Enter Strip in the Pack Description column.
✅This allows users to sell and manage inventory in smaller packs if needed.
🛒Step 2: Using Conversion at the Time of Purchase
🔍Select the Conversion Unit
In the Pack Name column, press F5🔑 to choose the desired conversion.
This step ensures that the correct pack size is selected before entering purchase details.
🧮Enter Purchase Quantity
You can enter purchases in either Box📦 or Strip📜 conversion.
For example, if you enter 5 Boxes➡️, the system automatically calculates the total quantity as 500 tablets (since 1 Box = 100 Tablets).
Similarly, if purchasing strips, the system will adjust the total count accordingly.
💵Enter the Purchase Rate
Input the rate per Box💸, and the system will calculate the total cost accordingly.
This ensures accurate financial transactions and inventory valuation.
🏷️Step 3: Using Conversion at the Time of Sales
🔎Select the Conversion Unit
In the Name column, press F5🔑 to choose the desired conversion.
The system provides options to sell in Box, Strip, or Per Unit🧩.
This flexibility enables efficient order processing based on customer requirements.
📝Enter the Sale Quantity
If selling a full Box, select "Box"📦.
If selling a Strip, select "Strip"📜.
If selling an individual Tablet, select "Per Unit"💊.
The system automatically updates the total tablet count based on the selected unit.
💡Example Sale Transaction
Suppose you enter 3 Strips for sale➡️.
The system automatically calculates the total quantity as 30 tablets (since 1 Strip = 10 Tablets).
The sale rate is adjusted accordingly based on the per-strip cost.
This feature ensures precise billing and inventory updates.
🌟Additional Benefits of Conversion Feature
✅Reduces Manual Errors: Automatically calculates unit conversions, minimizing mistakes in transactions🧠.
✅Enhances Inventory Management: Provides a clear view of stock levels in different pack sizes📈.
✅Improves Efficiency: Saves time⏳ by automating quantity conversions and pricing adjustments.
✅Supports Flexible Sales and Purchases: Enables businesses to cater to different customer needs by offering multiple unit choices🛍️.
🏁Conclusion
The conversion feature in Logic ERP makes inventory management easy by allowing dynamic conversions between different packing units 🔄📦. This feature boosts accuracy and efficiency in both purchase and sales transactions, improves workflow, and reduces manual calculations ✅. We hope this tutorial helps you master this powerful feature effectively! 🚀
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