When set the Tracking Level for every Inventory item, you're setting the unit of measure for how you purchase this item. So instead of trying to figure out the 'each' cost and weight for a staple or nail, you can enter your costs and weights based on how you buy the items.: box, carton, caja, scatola, boks, or elephant.
The actual term does not matter in Crate Pro 6. Other fields will be used to define what that term you enter means.
For fasteners in Inventory - the Level A Unit of Measure should always be 'Each' (or a term that equals 'each'). The Level A term is what appears on your cut lists.
Why this is important - Crate Pro will always assume that the Level A Unit of Measure is for a single fastener no matter what the term you enter in the 'Unit of Measure' field because any other unit of measure on your cut lists would be confusing.
For example: If your fastener is a staple, seeing a value of '.000078 of a box' on the cut lists would be confusing versus an actual individual quantity. It's much harder to determine if there could be an error versus seeing a value of '350 each'
If how you buy your fasteners, or Tracking Level, is not Level A or 'Each' (or a term that means each), you can set it on Level B, C, D,E or F. In the Inventory > Fastener tab, you may select any of the levels but most users select Level B. Explained later is why selecting the next row for your Tracking Level, Level B, is the preferred option.
Remember - Your Tracking Level is the Unit of Measure you use based on how you purchase that material. For many fasteners, you may not purchase them in the 'each' unit of measure. Enter a term you want to use so to enter your costs and weight based on how you buy these fasteners. There are samples in the drop down but you can enter any term you want to use just by typing in the field.
In the 'Per UM' field for your selected Tracking Level, you should ALWAYS enter '1'. This allows you to enter your cost and weight based on an individual Unit of Measure you entered. While you're likely to order more than a single box, and you could enter another value here, you may find it much simpler to enter costs and weight based on 1 unit. I suggest setting up a live session to understand the effect of changing this value. In some instances it may be preferred.
A Tracking Level Unit of Measure term can be set based on each unique fastener. In Level B you might use a different unit of measure term for each fastener based on how you buy that specific fastener. You may use -'Box, Caja, Caja, Scatola, Boks, or Elephant for nails. But you might use 'Carton, Karton, Cartón, elefante' for Lag Bolts. I still suggest entering the term in Level B even if the term is different.
If your selected Tracking Level is not Level A, (or each), then you will need to tell Crate Pro 6 how many individual items are in a single Tracking Level unit of measure. This must be expressed in a fraction.
Crate Pro will calculate the decimal value for you in the Level A 'Per UM' field.
The formula is 1 ÷ (the total quantity of each individual item in your Tracking Level unit of measure) = the correct fraction value.
If I have 250 nails in each box I buy the formula is 1/250 = .004 (Crate Pro will enter this automatically when you do the formula in the Per UM field.
Here are some examples of some values you might enter in the Level A UM field. To get
- .01 = 100 per box
- .001 = 1000 per box
- .04 = 25 per box
- .004 = 250 per box
Why do you want to use the same Level, example Level B, for all fasteners no matter if the Tracking Level term is different?
Whomever is designated to update your Inventory costs, as they change, needs to be aware of the Tracking Level. You can filter your active materials and update your costs in list view (see yellow). But if your Tracking Level is not the same for that family of items, it could cause confusion for the person updating your costs.
Remember - the terms do not need to be the same for each material - but you want to ensure that your purchasing agent understand the Tracking Levels and when to adjust them.