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, case, caja, scatola, boks, or elephant.
The actual term you enter does not matter to Crate Pro 6 as this is only a text field as you want it to display on your cut lists.
For fasteners in Inventory - the Level A Unit of Measure should always be 'Each' (or a term that equals 'each') even if you buy this product in a different unit of measure because the Level A term is what appears on your cut lists.
For example: If your fastener is a staple, if your Level A unit of measure is "box", 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 is an error
If for this item you do not BUY the item in singles or each, use Level B as your 'Tracking Level' to enter the cost and weight of the items based on how you BUY it. 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 for that item. Such as your cost per box or per case or per carton, etc.
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. This avoids confusion should you buy 1 box one day and 6 another. It's always easier to figure out your cost per unit.
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If your selected Tracking Level is not Level A, (or each), then you will tell Crate Pro 6 how many of each item make up your selected tracking level. This must be expressed in a fraction. If you have 1000 nails in each box, then this value in Level A is not 1000 but .001.
Crate Pro will calculate the decimal value for you. The formula is 1 ÷ (the total quantity of each individual item )
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
Updating your purchasing costs:
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, whomever is updating needs to be aware.
So for some items I enter my costs by 'Each' or level A. For other items its by Level B which will be by whatever term I used.
