How do I set up default conversions?

Default conversions are used to create proper multiplication factors between Units of Measure (UOM). These are Global Conversions that are used for all units.

NOTE: The Default Conversions are set for US (Imperial) units. If you are using Metric units, you will need to adjust some of the units to reflect those in your market.

*It is very important that if you are making a UOM conversion that it be accurate. These conversions will apply to any applicable unit type.

To Add or Edit a Global Unit Conversion

  1. Click "Settings" (upper left corner)
  2. Choose "Setup"
  3. Select "Default Conversions"
  4. Select an existing conversion to edit or click "Add".
  5. Under the "From UOM", select the UOM you are converting from. Then choose the "To UOM" to select the UOM you are converting to.
  6. Indicate the correct amounts in the "Convert From" and "Convert To" fields to achieve the proper conversion (multiplier).
  7. Click "Save"

*NOTE: Conversions that apply to a specific item can be applied to it individually.