Upon creation of your PartsLedger account, you will have an items list. This list has every item that you will put on a job, the cost of the item, quantities of the item, and the unit of measurement for each item. Units of measurement are the individual increments of an item that is in your inventory. For example, one filter could cost $14/each, the each is the unit of measurement for this particular filter.
Units of Measurements and Conversion Creation
1. Go to ledger.partsledger.io in your web browser and log in with your PartsLedger user information
2. After logging in, click the Products tab.
Followed by Units of Measurement found under the Setup portion of the menu.
3. Once on the Units of Measurement page, you will see a screen with two columns: Measurement Units on the left and Conversion Factor on the right
4. Click the Add Measurement Unit or Conversion Factor button to add a new measurement unit or conversion factor
- Measurement Units are the list of measurements for items such as each, package, pounds. You will also be able to provide a description of the unit of measurement
- Conversion Factors are what each measurement converts to such as 1 10pack of filter = 10 filters at the unit of Each
Having these units of measurement and conversion factors are important when creating the PO and any promotions that a vendor may have
Note: When naming the Units of Measurement, a 10 pack of filters should be named PACK10. PartsLedger reads and displays the package as the [Unit of Measurement][Quantity]. If you named the package, 10PACK, PartsLedger would read and display the item as 110PACK when using 1 pack of 10 filters.