Descriptions of the fields and buttons on the UOM screen of the Product Management tab are provided in the following table.
Note: To make changes on the UOM screen, you must have the proper security privileges. To make changes at the global product level, the Product Maint (Global) job function needs to be assigned to one of your roles. To make changes at the warehouse product level, the Product Maint (Warehouse) job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
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Field or button |
Description |
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The product description is displayed in this field. |
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Select the appropriate unit of measure (UOM) for the product from the drop-down list. You can specify a maximum of four units of measure for a product. This drop-down list is available at the global product level only; it is unavailable at the warehouse product level. When this drop-down list is modified and saved at the global product level, the change is automatically pushed to all of the warehouse products. Your system's units of measure are created and maintained through the UOM Titles maintenance, which is available from the Product Information folder on the System Configuration screen of the Vision Configuration tab. For more information, refer to Field and button descriptions for the UOM Titles screen. |
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This is the quantity multiple, which refers to the number of items that encompasses this unit of measure. Following are some examples of units of measure with their corresponding quantity multiples.
Note: Do not change a product's lowest unit of measure. The cost dollars for the product, sales history, purchase orders, and contract pricing are all affected by such a change. It is generally best to set up a new product with a new lowest unit of measure. Please contact Client Services at The Systems House for assistance. This field is available at the global product level only; it is unavailable at the warehouse product level. When this field is modified and saved at the global product level, the change is automatically pushed to all of the warehouse products. |
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Type the height of the product. Entry in this field is not required. This field is available at the global product level only; it is unavailable at the warehouse product level. When this field is modified and saved at the global product level, the change is automatically pushed to all of the warehouse products. |
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Type the width of the product. Entry in this field is not required. This field is available at the global product level only; it is unavailable at the warehouse product level. When this field is modified and saved at the global product level, the change is automatically pushed to all of the warehouse products. |
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Type the length of the product. Entry in this field is not required. This field is available at the global product level only; it is unavailable at the warehouse product level. When this field is modified and saved at the global product level, the change is automatically pushed to all of the warehouse products. |
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Type the weight of the product. Entry in this field is not required. This field is available at the global product level only; it is unavailable at the warehouse product level. When this field is modified and saved at the global product level, the change is automatically pushed to all of the warehouse products. |
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Four different fields are available for the UPCs of this product. Type a UPC in one or more of these fields, as necessary. The UPC is used during scan receiving. After someone scans a product's UPC barcode, the system identifies what item the UPC is associated with and the unit of measure/quantity multiple for that UPC. These fields are available at the global product level only; they are unavailable at the warehouse product level. When these fields are modified and saved at the global product level, the changes are automatically pushed to all of the warehouse products. |
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To add a unit of measure, select it from the UOM drop-down list; type the quantity multiple in the Qty field; type measurements for the height, width, length, and weight (if you would like) in the appropriate fields; and type one or more UPCs in the appropriate fields. Then click Add. |
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To remove a unit of measure from the listing, select the appropriate line in the listing and then click Remove. |
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This column shows the units of measure for the product. |
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This column shows the quantity multiple for each unit of measure. |
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This is the height for the corresponding unit of measure. |
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This is the width for the corresponding unit of measure. |
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This is the length for the corresponding unit of measure. |
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This is the weight for the corresponding unit of measure. |
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This is a UPC for the corresponding unit of measure. |
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This is a UPC for the corresponding unit of measure. |
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This is a UPC for the corresponding unit of measure. |
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This is a UPC for the corresponding unit of measure. |
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This drop-down list contains the units of measure that are included above in the UOM column, except for the smallest unit of measure. If only one unit of measure is set up for this product, then this field is not available. The default for this drop-down list is None. If appropriate, select the unit of measure that should be used as the minimum sell UOM. The minimum sell UOM is used for purchasing. It is sometimes more advantageous for a product to be purchased in a unit of measure (UOM) larger than the lowest UOM when it is linked to a customer order. You can establish this by specifying the minimum sell UOM for the product. On the Customer Service tab, this product can be ordered only in this unit of measure or greater. Although a contract can be set up in a unit of measure lower than the minimum sell UOM, the product can be ordered only in a unit of measure greater than or equal to the minimum sell UOM. This drop-down list is available at the global and warehouse product levels. The option selected for this drop-down list is copied as the default setting for new warehouse products created from the current global or warehouse product; it can be overridden. |
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This drop-down list contains the units of measure that are included above in the UOM column. Select the UOM for stocking full cases. In cases where the purchase order UOM is greater than the full case UOM for non-stock and special items, the value for the PO UOM replaces the full case UOM. This drop-down list is available at the global and warehouse product levels. The option selected for this drop-down list is copied as the default setting for new warehouse products created from the current global or warehouse product; it can be overridden. |
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Select the United Nations Standard Product and Service Code (UNSPSC) number, which is used during level three credit card processing. This is not a required field. The UNSPSC number selected from this drop-down list is printed on credit card statements for customers who are set up to have it included. (The UNSPSC Codes Used check box on the Accounting screen of the Customer Maintenance tab is selected for such customers.) This field is available at the global product level only; it is unavailable at the warehouse product level. When this field is modified and saved at the global product level, the change is automatically pushed to all of the warehouse products. |
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This is the quantity multiple in which you must purchase this product from the primary vendor. For example, let's say that when you purchase a particular product from the vendor, your order quantity must be in the each unit of measure. However, the vendor sells this product in packs of four only. Therefore, you would type 4 in the Master Pack Qty field. This field is available at the global product level only; it is unavailable at the warehouse product level. When this field is modified and saved at the global product level, the change is automatically pushed to all of the warehouse products. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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If you change the data in certain fields for a warehouse product record, you can have that data pushed to other warehouses on demand with only a few simple clicks so that you don't have to maintain each warehouse product record individually. The fields that can be updated are:
The data can be pushed to a warehouse only if (1) the inventory class of the warehouse is set to sellable inventory and (2) the selected product record already exists in the warehouse. If the warehouse product record does not exist, you can copy the global product record to the warehouse. For more information, refer to Copy a global product record to a warehouse. When you click this Warehouse Product Updates button, the Warehouse Product Updates dialog box is displayed. For information about this dialog box, refer to descriptions of the Warehouse Product Updates dialog box. Note that this button is available only if the following conditions are met:
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