Create inventory adjustment to convert material unitLast updated on 02/09/2023
You can create an inventory adjustment to convert an inventory item from one unit to another unit. For example, purchase managers order items from a vendor in one unit and sell the same item to the customer in another unit. This lets you accurately track job costing and materials in your inventory.
Create inventory adjustment to convert material unit
Add the first material in your pricebook.
The first material represents the item in the unit you’re purchasing in. For example, you can create an item representing refrigerant in jugs.
Activate inventory tracking for the material.
Repeat steps 1-2 for the second material.
The second material represents the item in the unit to which you’re selling to the customer. For example, you can create an item representing refrigerant in pounds.
Create a purchase order for the material you are purchasing from a vendor.
Create an inventory adjustment to convert the material from the initial unit to the new unit.
Subtract the quantity in the initial unit from the material you purchased.
Add the quantity in the converted unit to the material you sell to your customers.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.