Table of Contents

Unit Info (Units of Measure)

Also known as: Item Units, Unit Info, Units of Measure

The Unit Info tab defines how an item is measured, issued, and purchased in FTS. It ensures consistent quantities across purchase orders, stocking, and employee checkouts.

Key Unit Fields

Base Unit

The smallest measurable unit of the item.

  • All other unit conversions are calculated from the base unit.
  • Example: Each drill bit, Box of 10, Case of 100.
  • Reports and purchasing always calculate back to the base unit.

Default Issue Unit

The unit most commonly issued to employees at the kiosk.

  • Example: If base unit is Each, you may set Pack of 5 as the default issue.
  • At checkout, this unit will be pre-selected.

Default Purchase Unit

The unit most commonly used when ordering from a supplier.

  • Example: A supplier may only sell in Boxes of 10.
  • When creating purchase orders, this unit will be the default.

Pricing Unit

The unit is the basic measure to set the price of a product.

  • Example: The pricing unit can be set at the Each, Box, Case or Package Unit
  • When issuing or purchasing a tool the price of the tool will be calculaed of this unit.

Allow Issue

Determines which units are allowed to be issued at the kiosk.

  • You may allow multiple units (e.g., Each, Pack, Box).
  • Employees can choose any of the allowed units when checking out the item.

How Units Work Together

  • Base Unit = the foundation (1 unit).
  • Default Issue = what employees most often take.
  • Default Purchase = how suppliers deliver it.
  • Conversions ensure that every transaction converts back to the base unit for accurate tracking.

Example:

  • Base Unit = Each
  • Default Issue = Pack of 5
  • Default Purchase = Box of 20

If an employee checks out 1 pack, the system deducts 5 Each from stock.
If a purchase order is placed for 1 box, the system adds 20 Each into stock.

FAQ

What’s the difference between Base Unit and Default Issue Unit?

  • Base Unit: The smallest measurement the system uses for calculations.
  • Default Issue Unit: The unit pre-selected for employees when they check out the item.

Can I have multiple purchase units?

Yes. You can define multiple purchase units, but one must be set as the default.

Do all items need a Barcode tied to their units?

No. A barcode is optional, but recommended if items are scanned at checkout.

What happens if I change the Base Unit later?

Changing the Base Unit will affect all transactions, reporting, and conversions. Avoid changing it once items have history.

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