Units Defaults
Units Defaults are updated in Big Business 14 to make it easier to set units of measure.
Turn on Units of Measure in Item Prefs and then set defaults such as New Line Item, set to EA for each, and on New Item Cards, set to CS for case, PK for pack, and EA/
Chapter 65 Units
Big Business includes options for Units of Measure, including:
• Abbreviations for units of measure
• Counts for each item's units of measure
• automatic conversion of Price and Quantity
(7152)
Units Setup
Big Business includes options for Units of Measure, including:
• Abbreviations for units of measure
• Counts for each item's units of measure
• automatic conversion of Price and Quantity
This Solution describes the Setup for Units of Measure. (6592)
• use simple Abbreviations for Units of Measure, like "cs" for case
• keep Counts for each item, like a "cs" count of 144 for one item and 1440 for another
• automatically convert Prices and Quantities
To set up Units of Measure:
1. Go to Item Prefs and check the checkbox for Unit of Measure.
2. Use the Unit of Measure Defaults dialog enter defaults.
3. Use "Show List" in any pulldown to add new Abbreviations.
4. For New Line Item enter an Abbreviation for Each (Count=1)
5. For New Item Card enter defaults for standard units of measure.
Pictured are "ea" for Each, "cs" for Case, and "pk" for Pack.
6. Click OK to save Defaults.
7. Click OK to save Item Prefs.
Units on Transactions
Big Business includes options for Units of Measure, including:
• abbreviations for units of measure
• counts for each item's units of measure
• conversion of prices and quantities
This Solution describes entering Transactions. (6593)
• Unit of Measure fields are included the Item Card and can be assigned Abbreviations ("cs", "pk") and Counts (144, 12) for the Item.
• Unit of Measure fields on the Item Card can be updated manually, using Imports, or using Searches (clicking the Apply button to change many at once).
• Transactions include Units fields on the first tab (Quote, Order, Invoice, PO, and Bill) only. Other tabs do not include Units field, so you can see the regular Qty and Unit Price in comparison to Qty On Hand or Unit Cost.
• Transactions automatically set new Line Item's Units to Each ("ea").
• Typing a new Unit of Measure ("cs") will use the Item's Count (144) and update the UoM Price ($6.95 x 144 = $1000.80).
Units Prefs
Units Prefs control whether you see Units for Qty's on transactions including Quote, Order, Invoice, PO, and Bill.
This Solution describes this setting. (6596)
Choices for Units Prefs are:
• System Setting (recommended)
• Show
• Hide
To set your Units Prefs:
1. Go to the Employee toolbar to My Prefs
2. For Units Prefs choose a setting
3. Click OK to save My Prefs
To set Units Prefs for your company:
1. Go to the Company card to the Company Prefs tab
2. For Units Prefs choose a setting
3. Click OK to save the Company Card
Units Changes
Units features are being updated to automate entering units of measure, quantity pricing, and optimize fulfillment.
This Solution lists changes. (6832)
Big Business 11.32 adds Advanced Item Prefs.
Big Business 11.16 updates Units' column widths.
Units on Imports
Big Business includes Fields on Imports for Units of Measure:
• UoM Abbrev. - abbreviation for unit of measure
• UoM Count - count for unit of measure
• UoM Qty - quantity for unit of measure
• UoM Price - price for unit of measure
This Solution describes using Units on Imports. (7154)
• UoM Abbrev. - abbreviation for unit of measure
• UoM Count - count for unit of measure
• UoM Qty - quantity for unit of measure
• UoM Price - price for unit of measure
These work the same as the Fields on an Order. If you map data like CS, for case, to UoM Abbrev., the import will look for a matching entry on the item, like Soda Pop, to see if it comes in a case (CS) and if it does, fill in the Count (24/case). If you also map data like 1 for UoM Qty, this will order 1 CS, which is 24 Soda Pops.
If a customer is sending you the data and they want a 6-pack of Soda Pop, they may have a different Abbreviation than yours. They may send PK which standard for pack, but suppose you use 6P for six pack and 12P for twelve pack. In this case, you can import UoM Count and Big Business will find the match. If they send 1, PK, (of) 6 and you import 1 to UoM Qty and 6 to UoM Count, this will order 1 6P, which is 6 Soda Pops.
To simplify this for you customer, you can also add Part Numbers (SodaPop-24) that automatically set the UoM Count (24) so they can order 1 of Part Number, SodaPop-24, and this will order 1 CS, which is 24 Soda Pops. Part Numbers can also set their Price.
Smart Units
Smart Units will translate from your base unit to optimized Units that you sell. If you sell sodas, you might only offer cases (CS, 24 per) and packs (PK, 6 per) only. Enter an Order for 40 each (EA, 1 per) and Big Business will automatically replace this with:
1 CS
3 PK
That's 42. And now you're wondering, What if?
If you want to skip conversion, add EA (1) as a Unit for this Item and it will not be replaced.
If you want exact conversion add a different Unit for singles (Can, 1x, PCS for 1 per). Contact support@bigbusiness.com for setup help.
This Solution describes this feature. (6816)
When you set up Unit of Measure, enter your base unit (EA, 1 per). Then on an Item enter Units sold (CS, PK) and their Qty's (24, 6).
You can then enter Units sold, such as 3 CS, which Smart Units will ignore. Or enter base units that are not sold (40 EA) and Smart Units will convert (1 CS, 3 PK).
To turn on Smart Units:
1. Go to the Company card to the Advanced tab.
2. Click the checkbox for Enable Smart Units.
3. Click OK to save changes.
You must restart Big Business for this change to take effect.
Forms Units
This Solution provides quick step-by-step instructions for creating a new Form that displays Units of Measure.
Go to the small File menu and choose Save As (My Quote with Units).
Double-click a Field like Qty and change to UoM Qty (Unit of Measure Qty).
To create a new Field it is easiest to click on an existing Field and Duplicate (Ctrl-D, or Edit, Duplicate). This keeps the font and sizing the same.
If you duplicate Qty and want it to be Units (UoM Abbrev.), you must erase the Format (##,###,###.00 -> [blank]). You could Duplicate the Comment and resize (see below).
To move a Field type an Arrow Key, or Shift-Arrow-Key to move 10 spaces. To resize a Field type Ctrl-Arrow-Key where ctrl-right/down makes it longer and ctrl-up/left makes it shorter.
To test, Save the form and go to the place it's used (eg Quote tool) to print.
To Save, close the window and say YES to save changes. This will save all edits to your new form (MyQuote-UoM).