Crate Pro 6 allows you to separately set the unit of measure for each inventory materials as you want them to appear on your Cut Lists and how you want to enter your costs and weights when you purchase these materials.


Understanding this feature makes it fast and easy to update your costs each time you make another purchase of materials.


The terms below for Linear Foot and Linear Meter // Board Foot and Cubic Meter can be used interchangeably based on your installation setting.


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The unit of measure you use to purchase your inventory items is your Tracking Level. The Tracking Level allows you to enter your costs and weights for that item based on the unit of measure you buy them in.  So if you buy something by the box, or by the barrel, or other any other unit of measure, you don't have to do extra math to figure out the individual item cost and weight.


Your Tracking Level' unit of measure' shows on the Manager's Reports and other usage reports. You select the Tracking Level by checking the circle at the end of the Level line that you want to use for tracking.


You can set a unique Tracking Level for each material though we strongly recommend that within the same category of material, such as lumber or plywood, you use the same Tracking Level to avoid errors when updating your costs.


You can also enter your own terms for the 'unit of measure' field for most items. For some inventory categories,  you will be limited in changing the unit of measure term used for Level A and Level B fields due to internal coding requirements. 


Cut Lists: The Level A 'unit of measure' is what is used on the cut lists, no matter what your Tracking Level is.  Level should always be the smallest reasonable unit of measure for a material used in a crate design and the unit of measure for that material that your users understand and expect to see on cut lists.


Examples of Units of Measure

  • Each
  • Box
  • Carton
  • Linear Foot or Metric Foot
  • Square Foot or Metric Foot
  • Enter your own for most items

 

When the 'unit of measure' field is modifiable, you can enter anything in this field. Crate Pro 6 doesn't see the word 'each' as a single unit. It could just as easily be 'pickle'. The rest of the values you enter on the line determine how the unit of measure is calculated.


Since the Level A unit of measure is what is used on the cut lists and can be used for Tracking Levels, its also the value to best used to calculate your costs.



Example 1 : Staples. You buy them by the BOX and there are 10,000 staples in each box 

  • Level A unit of measure is typically EACH for fasteners (or a term that signifies 'each' to your users):  This is so on the cut list your users see the term you entered with a numeric quantity. So if you use the term 'BOX' as your Level A unit of measure, then Crate Pro will say you need xx number of boxes but not quantity further the quantity of staples that are in each BOX. Probably not what you intended.


  • But if you select Level A as your Tracking Level as well, you may find figuring out your each cost and weight for a staple can be time consuming.  Who wants to figure out the each price when there are 10,000 staples in the box? So you will have Level A values as what appears on your cut lists, and another Level for your Tracking Level to manage hoe you buy this item. Crate Pro will allow you to easily enter the quantity of EACH item that make up your Tracking Level unit of measure. 



Example 2: Lumber.  Your options for the Tracking Level 'unit of measure' for lumber are restricted to LINEAR FOOT in Level A, or BOARD FOOT  in Level B


  • Level A: if you select this as your TRACKING LEVEL, you will enter your costs and weights based on the cost of each linear foot (linear meter) of your lumber board.  Your cut lists and your Managers Reports will provide usage in Linear Feet (linear meter).  
    • Consider how you buy your lumber. Is it easier to determine the total linear footage purchased?  If you purchase your lumber boards by the piece, say a 2x4x 8 is $10. You have 8' and its easy to determine your cost per linear foot is .80 cents. You can do his for each different size lumber board you buy no matter the length. 
    • But if you need to provide ISPM15 reports or other usage information by Board Foot - you'll have to manually calculate the board foot usage manually.  Click Here to see the formula's to convert linear foot to board foot.
    • There are many websites that offer conversion calculators if you are using Linear foot values as your Tracking Level and you need conversions to Board Feet.


  • Level B: if you select this as your TRACKING LEVEL, you will enter your costs and weights based on the board foot of your lumber boards. Your cut lists will show linear foot and your Managers Report will show board foot. ISPM15 reporting will also show in board foot.
    • Depending on the dimensions of a lumber board, the board foot values change.  For a 1x4 each BF equals 3 linear feet, for a  2x4 each BF equals 1.5 linear feet. 
    •  Board Feet is most commonly used in the commercial crating industry for purchasing lumber no matter the length, but Crate Pro 6 gives you the flexibility to use what's best for you.


It's recommended that you set your Tracking Level for a material prior to using the material in a design. Changes to your Tracking Level after using a material may have unintended consequences for designs previously created. If you have questions, please arrange a screen sharing session or create a new ticket.



HINT!! Using Board Foot as your Tracking Level allows you to enter your costs based on board foot but perhaps you also want to see your costs based on Linear Foot too, since by Linear Foot is what's used in the Design module.


1> The cost per BF that you entered

2> Level A and Level B 'Unit of Measure' displays Linear Feet and Board Feet

3> In the 'Markup' column for both, set the value to '0' (zero)

4> The 'Sell' column will display your costs without any markup by Linear Foot and Board Foot (The Board Foot Sell value should equal the value you entered in #1

5> The 'Pricing when applied to designs' value should equal the 'Sell' value for level A with the addition of your markup (shown here is a 20% markup based on a linear foot cost of .33 cents)


If you don't sell this material on a PROJECT by Linear foot or Board foot, you don't need to change the zero markup. The ;Sell' column is only to display the selling price when this material is sold on a Project directly from the Inventory module. Not what is used in your crate designs.




Please look at this 2 minute video to visually explain changing tracking levels.