Change the Base Unit of Measure Quantity
The base unit of measure refers to the unit of measure set as one unit. All other units of measure for that item will be based off of the base unit of measure.
In order to change the base unit of measure, the first step is to check if there is any stock on that item. If there isn’t any stock on the item, no inventory adjustments are needed and the base unit of measure can be changed right away. If there is stock on the item, the stock will need to be adjusted to 0, otherwise the “Item has Stock” error will occur. After the stock is adjusted, the item’s base unit of measure can be changed and saved. Then the items can be put back in stock at the new quantity and cost in relation to the new base unit of measure.
Once the base unit of measure is changed, all open transactions will still have the old base unit measure. So if those need to be switched, go through the orders and switch them to the new one. If the unit of measure is used in a lot of places, reach out to Paragon to look into switching the units of measure for you.
- First, find the Product ID of the item that needs the new base unit of measure.
- Then go to Inventory > Inventory Adjustments and click on the green plus.
- Type in the Product ID, then in the New Qty column type in “0”, and post. Be sure to remember the cost in the Cost Each column, that cost information will be needed when the items are added back into stock.
- Select the gear beside “Sales Unit Measure:”.
- Enter the new base unit of measure. For example, this item’s base unit of measure will be changed from each to a bag of ten.
- Close and select the new base unit of measure from the dropdown.
- Save the item, then go back to Inventory > Inventory Adjustments and click on the green plus again.
- Type in the Product ID like before, and then enter in the quantity and cost in relation to the new unit of measure. In this case, 20 items at $3.50 each were removed and our new base unit of measure is 10 in a bag for $35 each. So the new quantity and cost would be 2 items at $35.