Streamlining Sales Orders in Business Central: A Guide to Using Multiple Units of Measure

 

Streamlining Sales Orders in Business Central: A Guide to Using Multiple Units of Measure

In the fast-paced world of business, efficiency is key. For companies using Microsoft Dynamics 365 Business Central, optimizing the sales order process is a crucial step towards achieving that efficiency. A common challenge that can slow down this process is handling items that are sold in various units of measure (UOM). For instance, you might sell a product individually (as a piece), by the box, or by the pallet. This blog post will guide you through the process of creating a sales order in Business Central using different UOMs for the same item, ensuring clarity and accuracy in your sales process.

The Challenge: Selling the Same Item in Different UOMs

Imagine you sell bicycles. You might sell a single bicycle to a customer, but you might also sell a box of two bicycles to a retailer. In Business Central, it's important to reflect this accurately on your sales orders. The image below shows a sales order with two lines for the same item, 'Bicycle', but with different UOMs: 'PCS' (pieces) and 'BOX'.
Sales Order Example
This approach provides a clear and organized way to manage sales of the same item in different packaging or quantities. Let's explore how to set this up in Business Central.

Setting Up Item Units of Measure

Before you can use different UOMs on a sales order, you need to define them for the specific item. This is done on the 'Item Card' page in Business Central. Here's a step-by-step guide:
1.Navigate to the Item Card: Use the search function in Business Central to find and open the 'Items' list. Select the item you want to configure.
2.Access Units of Measure: On the 'Item Card', go to 'Related' > 'Item' > 'Units of Measure'.
3.Define UOMs: Here, you'll see the base UOM for the item (e.g., 'PCS'). You can add new lines for alternative UOMs. For our bicycle example, you would add a new line for 'BOX'. In the 'Qty. per Unit of Measure' field, you would specify how many base units are in the new UOM. For example, if a box contains 2 bicycles, you would enter '2'.

Creating a Sales Order with Multiple UOMs

Once you have set up the different UOMs for your item, you can easily use them on a sales order. Here's how:
1.Create a New Sales Order: Start by creating a new sales order as you normally would.
2.Add the First Line: In the 'Lines' section, select the item number. The 'Unit of Measure Code' will default to the base UOM (e.g., 'PCS'). Enter the quantity for this UOM.
3.Add the Second Line: On the next line, select the same item number again. This time, click on the 'Unit of Measure Code' field. You will see a list of the available UOMs that you set up for this item. Select the alternative UOM (e.g., 'BOX').
4.Enter the Quantity: Enter the quantity for the second UOM. Business Central will automatically calculate the total quantity based on the UOM conversion you defined earlier.
By following these steps, you can create a clean and accurate sales order that clearly shows the different UOMs for the same item. This not only improves the clarity of your sales documents but also helps with inventory management and reporting.



Conclusion

Effectively managing different units of measure is a common requirement for many businesses. By leveraging the UOM functionality in Business Central, you can streamline your sales order process, reduce errors, and improve overall efficiency. The ability to add multiple lines for the same item with different UOMs provides the flexibility needed to handle complex sales scenarios with ease.

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