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Aaron Woolley

Aaron Woolley

Inventory: Units of Measure

Slide Duration:

Table of Contents

I. Introduction
Bookkeeping Basics

10m 25s

Intro
0:00
The Accounting Equation
0:10
Assets
1:15
Liability
2:19
Equity
3:11
Debit vs. Credit
4:10
T Account
4:40
How Your Bank Treats Your Account
5:02
Your Books
6:08
Chart of Accounts
7:15
Balance Sheet Accounts: Assets
7:25
Balance Sheet Accounts: Liability
7:40
Balance Sheet Accounts: Equity
8:22
Income Statement Accounts
9:03
Income
9:06
Expenses
9:26
Net Income
9:48
Getting Started

16m 34s

Intro
0:00
Using Forms
0:13
How to Edit Customer Form
1:06
How to Edit Vendor Form
1:37
Using Lists
2:34
Customer Lists
2:39
Vendor Lists
2:47
Employees Lists
2:59
Using Registers
3:16
Check Register
3:22
Chart of Accounts
3:40
How to Use Register
6:27
Getting Around QuickBooks
7:54
Navigating Through the Home Screen
8:08
Managing Employees
9:59
Managing Open Windows
11:23
The Menu Bar
12:02
The Icon Bar
12:28
QuickBooks Centers
12:50
Customers, Vendors, Employees Center
12:53
Banking Center
13:06
Report Center
13:38
Lead Center
13:46
Search Information
14:17
How to Search for Information on a Customer
14:28
The Homepage & Workflow
15:12
The Chart of Accounts: Assets, Liabilities, Equity
15:37
How to Access Chart of Accounts
15:45
Setting Up QuickBooks

20m 51s

Intro
0:00
The Express Start
0:23
Create New Company
0:49
Entering Company Information
0:55
Enter Business Contact
2:24
Preferences
4:16
Adding Contacts
4:22
Adding Products and Services
4:28
Adding Bank Accounts
5:26
Review the Chart of Accounts and Customize
6:10
Check Chart of Accounts Set Up
6:48
How to Add To Chart of Accounts
7:20
Entering Bank Accounts and Opening Balances
8:00
Edit New Bank Accounts
8:28
Add New Bank Accounts
8:52
How To Open Balance
9:58
Adding Customers
10:27
How to Add New Customers
11:05
Adding a Job
12:33
Add New Job For Customer
12:50
Adding Vendors
15:01
Access Vendor Center
15:17
Add New Vendor
15:33
Adding Additional Accounts
16:33
Adding New Accounts in Chart of Accounts
16:53
Adding Items (Products & Services)
18:06
Add New Item to Sell
18:45
II. Working With Lists
Working With Lists, Part 1

31m 24s

Intro
0:00
Editing The Chart of Accounts
1:08
Edit Account
5:10
Adding Subaccounts
6:17
New Subaccount
7:50
Working with Customers & Job Lists
11:32
Add new customer
13:25
Providing Additional Customer Information
17:50
Providing Customer Payment Information
22:10
Working with the Vendor Center
24:08
Add new vendor
25:50
Providing Additional Vendor Information
28:28
Working With Lists, Part 2

46m 1s

Intro
0:00
Working with the Employee Center
0:24
Add new employee
2:01
Add contact information
4:02
Additional employee information
5:31
Employment information
6:26
Adding Custom Fields for Customers, Vendors, Employee List
7:28
How Many Lists You Can Add And For Who
8:46
How to Add Customer List
9:35
Define Fields
10:37
Adding Custom Fields for Items
13:26
Open Item List and Edit
14:15
Define Fields/ Setup Custom Fields For Items
15:54
Managing Lists
17:01
Ways to Sort Lists
17:14
Add Items to Chart of Accounts
17:32
Add Owner's Equity, Draw, and Contribution under Equity Account
17:59
Sorting Lists Manually
19:31
Making Sub Accounts
20:35
Sorting Lists
23:26
Sorting Lists in Ascending or Descending Order
23:54
Sort by Name, Balance, etc., Ascending or Descending
24:26
Merging List Items
26:08
Merging Vendor Example
26:53
Renaming List Items
28:55
Renaming Item Example: Checking Account
29:13
Deleting List Items
29:56
Deleting Customer Example
31:19
Viewing Inactive and Active Customers
32:32
Printing a List
33:26
Printing Customer List
33:58
Printing for Just One Customer
34:40
Print Particular Info for One Customer
35:08
Adding or Editing Multiple Items at One Time
37:04
Example: Changing a Zip code
37:39
Working with the Lead Center
41:43
Finding the Lead Center
42:09
Add New Leads
43:05
Add Multiple Contacts to Lead Center
44:34
Convert a Lead to a Customer
45:16
III. Accounts
Working With Bank Accounts

29m 11s

Intro
0:00
Writing a QuickBooks Check
0:30
Amount field
3:59
Other fields
5:27
Print check
7:00
Using Bank Account Register
7:40
Entering a Handwritten Check
9:45
Transferring Money Between Accounts
16:33
Funds Transfer Option
17:24
Transfer with Check Register
19:18
Marking Cleared Transactions
20:57
Bank Statement
23:31
Reconciliation Summary
26:11
Viewing Cleared Checks in the Register
27:05
Searching for Specific Check Amount
27:40
Using Other Accounts in QuickBooks

13m 25s

Intro
0:00
Other Account Types in QuickBooks
0:36
Tracking Credit Card Transactions - Entering Credit Card Charges
0:58
Reconciling Credit Card Statement
3:52
Reconcile Credit Card
5:00
Marking Cleared Transactions
5:57
Paying a Credit Card Bill
8:11
Entering Bills
8:34
Writing a Check
10:15
Using Other Accounts: Assets & Liabilities

30m 16s

Intro
0:00
Working with Asset Accounts: Setting up an Asset Account
1:24
Add New Account
2:30
Enter Opening Balance
4:34
Setup Asset Account to Track Depreciation
7:33
Add Subaccounts: Cost & Depreciation
10:32
Enter in Depreciation of Transactions
13:01
Working with Liability Accounts: Tracking a Loan / Long Term Liability
15:39
Add Long Term Liability / Loan Account
17:09
Tracking Fixed Assets
20:29
Add New Asset
21:36
Recording a Payment on a Loan
24:23
Understanding Equity Accounts
27:03
Add New Equity Account
29:20
IV. Sales Information
Entering Sales Information, Part 1

24m 23s

Intro
0:00
Using Sales Forms - Various Types of Sales Forms
0:07
Invoice Overview
0:56
Sales Receipt Overview
3:09
Generate Statement
4:38
Choosing a Template for Sales Forms
6:00
Filling in Customer Information
7:54
Create an Invoice
8:04
Invoice in Accounts Receivable Ledger
10:28
Repeating a Sale - Memorized Transactions
11:36
Memorize Invoice
12:52
Memorized Transaction List
14:01
Batch Invoices
14:55
Create Batch Invoice
15:21
Entering a New Service Item
20:13
Add new service
21:25
Entering Sales Information, Part 2

12m 33s

Intro
0:00
Using Multiple Price Levels - Create New Price Level
0:07
Create Price Level List
1:49
Associating Price Level with Customers
4:27
Edit Customer
5:53
Using Price Levels on Sales Forms
7:09
Choose Rate
8:56
Assigning Price Levels To Individual Line Items
10:38
Entering Sales Information, Part 3

22m 33s

Intro
0:00
Managing Overdue Customer Payments - Using the Collections Center
0:21
Collections Center
0:39
Create Invoice Letters
2:00
Prepare an Invoice Letter
3:09
Generating Reminder Statements
7:32
Assess Finance Charges
9:14
Preview Statement
9:42
Processing Sales Orders - Invoices Against Sales Orders
10:28
Open Sales Orders by Item
12:04
Create an Invoice
13:24
Tracking Back Orders
14:36
Create Invoice from Sales Order
16:37
Receiving Items
18:21
Check Item List / Inventory
19:22
Create Sales Order
19:58
V. Payments & Deposits
Receiving Payments & Making Deposits, Part 1

12m 40s

Intro
0:00
Recording Customer Payments - Record a Payment in Full for a Single Job
0:20
Receive Payments
0:40
Undeposited Funds Account
2:25
Entering a Partial Payment
3:42
Assign Payment
6:36
Applying One Payment to Multiple Jobs
8:10
Entering Overpayments
9:44
Leave or Refund Amount
10:51
Issue a Refund
11:28
Receiving Payments & Making Deposits, Part 2

15m 8s

Intro
0:00
Handling Down Payments or Pre-payments
0:07
Apply Credits
4:30
Making Deposits - Selecting Payments to Deposit
5:58
Payments to Deposit
6:26
Make Deposit
8:02
How QuickBooks Handles the Deposit
10:16
Entering & Paying Bills

22m 1s

Intro
0:00
Handling Bills in QuickBooks
0:23
Using QuickBooks for Accounts Payable
2:24
How to Bring up the Accounts Payable Register
3:04
Entering Bills
4:03
Enter New Bill
4:30
Add Vendor to List
6:29
See the Balance
8:48
Paying Bills
11:17
Turning on Reminder List
11:49
How to Pay a Bill
13:34
How to Print the Checks
16:21
How QuickBooks Records Your Bill Payment
17:08
How to See Your Checking Account / Bill Payment Check
18:38
VI. Analyzing Financial Data
Analyzing Financial Data, Part 1

11m 42s

Intro
0:00
Understanding Your Business Using Reports
0:11
When to Use a Quick Report
2:41
Creating Quick Reports
3:05
How to Look at Details for Quick Reports
4:05
Zoom In on a Quick Report
5:19
What You See When You Zoom In On An Item
6:06
Customizing Quick Reports
6:53
How to Customize A Report
7:28
How to Add Transaction Number to QuickReport
7:57
How to Move Columns Around
8:14
How to Change Header
9:42
Analyzing Financial Data: Create & Customize Preset Reports

29m 26s

Intro
0:00
Creating and Customizing Preset Reports
0:35
Company & Financial
0:54
Customers & Receivables
1:04
Sales
1:53
Jobs, Time & Mileage
1:55
Vendors & Payables
2:35
Purchases
2:45
Inventory
3:06
Employees & Payroll
3:22
Banking, Accountant & Taxes, Budgets & Forecasts
3:43
Lists
3:49
Industry Specifics
3:54
Using the Report Center
4:37
Categories of Standard Reports Available
5:15
Creating a Balance Sheet Comparison Report
7:29
Filtering Reports
9:50
Customize Report
10:20
Saving Reports in PDF Format
13:58
Creating and Customizing a Sales Report
15:24
How to Change the Date to a Custom Date
16:30
Using Quickzoom in a Preset Report
17:49
What is Quickzoom?
17:55
How to Zoom
18:19
Widening and Narrowing Reports
19:59
Saving Report Settings and Creating Memorized Report Groups
20:50
What are Memorized Reports and What Are They Used For
21:04
Memorized Reports List
21:43
How to Create A New Memorized Report
22:19
Memorizing Preset Reports
22:48
Saving Report
24:14
Adding Reports to Memorized Report Groups
24:42
Adding Reports
26:49
How to Display Reports
28:50
Analyzing Financial Data: Printing, Exporting, and Quickinsight Graphs

30m 12s

Intro
0:00
Printing Reports
0:17
Preview Before Printing
2:34
Processing Reports in Groups
3:38
How to Run Reports in Groups
4:51
How to Display All Reports in a Group
6:09
Exporting Reports to Microsoft Excel
7:15
Purpose of Why People Export To Excel
7:48
Sending the Report to Excel
9:13
Formatting Options
12:08
Changing Filters
14:30
Choosing and Changing Different Filters
16:30
Creating Quickinsight Graphs
17:51
Creating an Income and Expense Graph
18:41
How to Create the Graph
19:46
How to Read the Pie Chart
20:05
Customizing Graph Data
24:16
Choosing by Customer Instead of Account
24:50
Using Quickzoom with Graphs
25:10
How to Zoom on a Particular Customer
26:15
Customizing How Graphs Display
28:31
How to Change Graph Into 2D
29:03
VII. Inventory
Setting Up Inventory

23m 51s

Intro
0:00
Turn On Inventory Feature
0:43
Enter Products Into Inventory
1:44
Entering Product Through Vendor Menu
2:07
Add New Item
2:43
Reordering Item and Reminders
6:00
Ordering Products/ Creating P.O's
7:02
How to Create Purchase Orders
8:05
Look Up Outstanding Orders
10:46
Getting a Report of Purchase Orders
11:34
Choose and Open Quick Reports
12:48
Receiving Inventory
13:47
Receiving Inventory Without an Invoice
14:13
Reviewing the Inventory List
15:38
Entering a Bill for Inventory
15:59
Entering Bill for Received Items
16:45
Manually Adjusting Inventory
18:31
How to Get to the Adjust Quantity On Hand Page
19:16
Add New Account
20:23
Check and Review Inventory List
22:59
Inventory: Tracking Finished Goods

22m 10s

Intro
0:00
Use Group Items or Create Inventory Assets?
1:57
Tracking Items Through Group Items
3:02
Using Inventory Assembly
3:42
What is a Bill Point?
4:58
Setting a Default Markup
6:16
Adding a Basic Mark Up
6:31
Add a Labor Item to Use in Assemblies
7:26
How to Add New Labor Item in Assembly
7:53
Creating Inventory Assembly Items
9:54
Adding New Assembly Item to Inventory
10:40
Adding in Assembly Labor
14:22
Editing the List
14:53
Building Finished Goods
16:05
Changing Sales Price
16:48
How to Build Assemblies
17:51
Understanding the Effects of Building Items
19:24
Run Report to Generate Item List
20:24
Inventory: Units of Measure

13m 14s

Intro
0:00
Setup Single Unit of Measure
2:12
How to Edit Unit of Measure on an Item
3:18
Setup Multiple Units of Measure
5:32
Setting up Preferences to Multiple Units of Measure Per Item
6:13
How to Edit Multiple Units of Measure on an Item
6:49
Assign Units of Measure to Items
8:44
Edit Items to Assign UN Set
9:01
Assign Measure Sets
9:42
Open Purchase Order and Select Unit of Measure
10:41
Use Units of Measure on Sales Forms
12:47
VIII. Tax
Tracking and Paying Sales Tax

21m 41s

Intro
0:00
Setup Tax Rates & Agencies
0:44
Setting Up Sales Tax Code List
0:55
How to Set up Tax Rate for Example City
3:26
Add New Item to Item List
3:46
Checking and Editing Item Through Vendor Center
7:20
Grouping Single Taxes
7:50
Why Taxes are Grouped
8:05
Creating New Sales Tax Group
8:59
Choose Tax Item to Add Into Group
9:51
Indicate Who and What Gets Taxed
10:45
Add New Customer To Assign Tax To
11:06
Invoicing Customer
13:03
Apply Tax to Sales
14:30
Editing Item and Choosing Tax Rate
14:53
Create a Sales Tax Liability Report
15:26
File Sales Tax Return/ Creating Liability Report
15:40
Use the Sales Tax Register
18:14
How to Read the Sales Tax Payable
18:35
Paying Your Tax Agencies
19:34
How to Pay Sales Tax
19:52
Choosing Which Items to Pay For
20:21
Print Checks
21:06
IX. Payroll & Invoice
Payroll Basics

17m 56s

Intro
0:00
Setup Payroll Items
0:54
Add to Subscription
1:07
Add Employee
2:26
Creating and Adding Personal Information
3:41
Adding Payroll/Compensation Information
4:43
Setup Taxes
6:27
Make a Payroll
8:36
Start a Scheduled Payroll
9:49
How to Edit Each Employee's Payroll Summary
10:30
Custom Items on Payroll
12:12
Print Payroll Checks
14:36
Print Later
14:39
Pay Payroll Liabilities
14:49
Forward Taxes to Authorities
15:06
Generate/Sending Check
15:46
IX. Payroll, & Invoice
Estimating & Progress Invoicing

14m 29s

Intro
0:00
Turning On Estimates and Progress Invoicing
0:21
Create a Job
1:30
Adding new job
2:22
Create an Estimate
5:14
Printing Estimate
7:56
Create Progress Billing
8:22
Invoice Estimate
8:32
Run Report: Job Progress Invoice vs. Estimate
10:46
Update Progress on Job Status
12:25
Edit Job Status
12:34
Make an Estimate Inactive
13:20
X. Time Tracking
Time Tracking

17m 16s

Intro
0:00
Turn on Time Tracking
0:23
Entering Time Data
1:27
How to Enter Time for Labor Per Job
2:45
How to Start Time Ticker While On Job
4:22
Recording Employee Time on a Weekly Timesheet
5:40
Use Weekly Timesheet
6:17
Enter Reimbursement Costs
7:59
Write the Check
8:38
Invoice a Customer for Time and Costs
10:19
Create an Invoice
10:33
Invoice for Time for Labor
11:54
Reports: Time by Job Reports
13:13
Paying Non Employees for Time Worked
14:27
Using Time Sheet & Jobs
16:37
XI. Customizing Forms & Writing QuickBooks Letters
Customizing Forms and Writing QuickBooks Letters

13m 43s

Intro
0:00
Customizing Invoices
0:10
Create Invoice
0:34
Customize Invoice
1:10
Downloading New Layouts
2:50
Create New Design
3:10
Designing Custom Layouts for Forms
5:11
Layout Designer
7:08
Using QuickBooks Letters
9:56
Create an Invoice Letter
10:22
Collection Center
11:49
Email From Collection Center
12:31
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Inventory: Units of Measure

Lecture Slides are screen-captured images of important points in the lecture. Students can download and print out these lecture slide images to do practice problems as well as take notes while watching the lecture.

  • Intro 0:00
  • Setup Single Unit of Measure 2:12
    • How to Edit Unit of Measure on an Item
  • Setup Multiple Units of Measure 5:32
    • Setting up Preferences to Multiple Units of Measure Per Item
    • How to Edit Multiple Units of Measure on an Item
  • Assign Units of Measure to Items 8:44
    • Edit Items to Assign UN Set
  • Assign Measure Sets 9:42
    • Open Purchase Order and Select Unit of Measure
  • Use Units of Measure on Sales Forms 12:47

Transcription: Inventory: Units of Measure

Welcome back to Educator.com.0000

This is QuickBooks lessons: inventory units of measure. We are going to be talking about setting up units of measure and what they are.0002

In QuickBooks, we can only use units of measure utilizing the QuickBooks version Premier or the Enterprise Solutions in QuickBooks.0010

So, it is more of the advanced software there.0020

If you are using QuickBooks Pro, you are not going to be able to utilize this section or this module of QuickBooks.0023

Units of measure is something we can actually show, the prices of different volumes for instance.0033

We are going to have prices and rates and costs based on the units of measure or gallons. We can have volumes of that nature.0041

We can have the measurements of inches and millimeters, and we can convert those, as well.0050

For instance, if a business purchases some sort of inventory using gallons, and then, they could sell that same inventory as gallons.0056

It is unit for unit or measure for measure, and we can also certainly look at different measurements, as well.0065

We can purchase them in inches and sell them in millimeters or whatever, so we are going to have conversion rates as well for that.0072

Again, utilizing this function is really only a function of QuickBooks Premier or Enterprise Solutions.0081

QuickBooks will use single units of measure as well as multiple units of measure.0090

And the single units of measure can only be utilized in the QuickBooks Premier versions:0096

the QuickBooks Premier Non-profit or QuickBooks Premier Professional Services.0105

But, the units of measure for a single unit and multiple units per measure can be utilized in the Accountant version,0111

the Premier Contractor, the Premier Manufacturing and Wholesale, as well as the QuickBooks Enterprise Solutions.0119

So, those products of QuickBooks can utilize the multiple units per measure, as well.0125

The first thing that we are going to do is we are going to talk about setting up and how to set up a single unit of measure in QuickBooks.0131

Again, our inventory, our items are in the Item list. There are a couple of ways to get to our item list.0141

Of course, you know we can use the - get this message out of there - Lists and choose Item list.0148

Or from your Home menu, if you go to the right section where up here it says Chart of Accounts, Inventory Activities,0157

just below the Chart of Accounts, there should be an icon that says Items and Services.0164

If we click on that, it will pull up our Item list just as if we went to the Lists menu and pull down our Item list there.0169

So, in this measure, we are going to go in this particular part of the lesson.0177

We are going to add a unit of measure. We are going to do that.0181

So, we are going to go down to an existing item that we have under Lumber, and we are going to choose our Decking, OK?0185

And we are going to edit that, so, I can always hit Ctrl+E to edit, or if I choose Item at the bottom of the window, choose Item and choose Edit.0196

See, where the Quick function is. Ctrl+E is also right there.0208

So, it is going to pull up our item of the Decking of lumber.0213

And the thing that we are going to do now is we want to look at the unit of measure and notice that it is not enabled yet.0220

So, first thing we are going to do is we are going to click on Enable for this non-inventory part, and we are going to see a couple of options for us.0226

It is a single unit per item or multiple unit per item. So, we are actually going to say it is a single unit per item.0237

So, we are going to click on that because we are going to set this up for this particular item that we are going to be selling.0244

We will click on Next, and we will see that we can define and begin to find the units of measure.0253

So, we will go ahead and look at length for this particular item. That is inch, foot, yard, meter, etc., and we will click on Next.0261

Notice the other items you have.0270

There is Count. There is each box, Case etc.0272

There is Weight in Ounces, Pounds, Kilograms. There is Volume: Quart, Gallon.0275

There is Area: Square foot, Acres, Square meter. There is Time: Minute, Hour, Date.0280

So, there is a variety of units of measure that we are could choose from. In this case, for the Lumber decking, it is going to be length.0285

We will click on Next, and we can measure it in any way we like. We can measure in Inches, Yards, Miles, Foot, Millimeters, Meter.0293

But, in this case, it is going to be Lumber, and we are going to measure by foot.0301

Select that Radial button and click on finish. It is going to bring us back to the item.0307

Now, we have unit of measure, UM for unit of measure is by foot.0314

We can edit that if we like and go back, say "Well, I want to go back and change it and do something else to it", or we are going to keep it as foot, OK?0320

Now that we have learned how to set up a single unit of measure, we are going to talk about setting up multiple units of measure.0328

And in order to do that, we need to make sure that our preferences are set so that we can use multiple units of measure.0334

Again, you want to make sure that the version that you are using in multiple units is the QuickBooks Accountant version,0341

QuickBooks Premier Contractor, QuickBooks Manufacturing and Wholesale or the QuickBooks Enterprise Solutions.0352

Those are the only products of QuickBooks which will allow you to use multiple units of measure, but in order to do that, we want to go to our Preferences.0358

So, in order to access our Preferences for QuickBooks, from the Edit drop down menu, from our Menu bar, we will choose Edit.0368

And at the very bottom, we will choose Preferences.0375

From the left side of the window, we are going to choose Items and Inventory then, select the Company Preferences tab.0378

From there, we want to make sure that the units of measure, instead of being single units of measure per item,0387

we are going to do multiple units of measure per item and select that and then, click OK.0395

Now, we are going to set up multiple units of measure here for a particular item in our Item list.0401

We are going to choose our Counter.0409

So, from the Item list, we are going to go down to Counter, and we will do Ctrl+Edit to open up that item.0410

It is a non-inventory part, and we will notice that units of measure is blank.0421

If it is not enabled, you can go ahead and click on Enable and then, go into the set up for that.0427

From the dropdown menu, we are going to say Add new because we do not have what we want here.0433

It is actually there by Area, but I am going to do an add a new one, and we are going to do it this way.0438

It says Area. We are going to choose Area and click on Next.0442

We are go into Square foot if we want to do it by Square foot, and we will click on Next.0447

And from here, we are going to choose...I am not sure if we are going to use Square yard or Meter.0458

But, at this point, we will probably use Square meter here, and we will check on that if we want the Square meter.0467

And we can select Others, but we are just going to do the Square meter for now and click on Next.0480

And we are going to make sure that we have Square foot in Purchases. We are going to make sure that we have Square foot in Sales.0484

And we will go ahead and click on Next, and it is going to say Set name of this area by the square foot, and we will click on Finish.0490

So, now, we have the unit of measure that we are selecting for this particular item is going to be area by square foot.0499

Notice that also this particular item is used in assemblies or is purchased for a specific customer job.0507

So, this is an assembly item of which we went through in the past.0514

So, now, we have assigned that units of measure there and setting that up properly.0519

We are going to now assign the units of measure to those items, and we will continue on with that.0524

In the Item list, we are going to now choose Flooring.0530

We will go down to our items that says Flooring here, and we are going to start assigning units of measure or multiple measures there.0535

So, we will do a set for that. We will edit our flooring item by choosing Ctrl+Edit or from the item drop down menu, we will choose Edit item.0543

From the unit of measure, UM set, we will drop that down, and we will say area by the square foot, and we will then, click OK in the Edit menu.0556

Now, we have just assigned Flooring into utilizing area by square foot, so that assigns that.0573

Now, we are going to talk about assigning measure sets for that.0582

This company maybe wants to order the marble for a kitchen remodel, and in this exercise, we are going to order the marble using a purchase order.0586

And then, we are going to see how we can easily convert from one unit measure to another in the same measure set.0596

So, we will show you how that works in working with different measuring sets.0604

So, let's go into the...from the Vendors home page, we are going to go to the Vendors Center, OK?0611

Actually, let's go to the Home page here. Here we go.0628

And from the Vendors Center here, we are going to look at a particular purchase order.0631

From the drop down menu, we are going to choose Purchase Orders. From the New Transactions, we are going to use Purchase Orders.0644

On the Purchase Order, we are going to select Custom Kitchens of Bayshore.0657

So, we are going to say Custom Kitchens of Bayshore is our customer or vendor rather. We are going to purchase some items from them.0662

So, in the item column, we want to select Counter, the one we just set up a unit of measure for.0669

And in the quantity, we are going to use ten of those items, and it is going to be square feet, OK?0678

We have our prices, etc., so this is what we are going to buy, and we are going to buy those counters made for [inaudible], OK? Square feet, OK?0689

From here, we are going to go ahead, and we have our ten items there. We have the price that we are paying for it.0704

17.50 sounds like a lot of money for what we are paying for this item, but that is what we have.0715

From the units of measure by the way, we can drop the arrow down.0721

And we can actually choose or convert 10 square feet to 1.11 square per yard or change 10 square feet to 10 square yards.0726

We can choose those different sales.0736

We are going to leave it as 10 square yards at this point or square feet for this purpose.0738

And we will say Save and close, but notice you can actually convert it from the drop down menu.0748

Now, we have ordered that item, and that is how we go ahead and assign those units of measure on sales forms.0754

So, we have completed that section on utilizing units of measure. I hope that has been clear enough on how to use those.0764

Again, when we go in to purchasing those items, we could certainly purchase them0775

according to what our vendor sells them to us for in the various units of measure.0782

Again, thank you for visiting Educator.com. We will see you again next time.0788

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