Units of Measure (UoM)

Units of Measure (UoMs) can be used to specify how you measure each Item as it is bought and sold by your business. Some UoMs are straightforward and commonly used such as Labor Hours or Man Hours to describe Labor Items. But others are a bit more complex such as materials which are purchased in one UoM but sold in another (i.e. purchased by the Gallon but sold by Ounces). It is important to consider the UoM when setting up items to ensure your entire team is pricing and considering the materials and services offered in the same way.

The Unit of Measure directly follows the Quantity. It is a label to place on Items, and can be displayed on both Work Orders and Billing Documents such as the Proposal and Invoice (to adjust, please edit these Document Templates). The same service may have different UoMs in two different companies based on how the Service is billed. For example, if you bill Tree Removal by the expected hours it takes a crew to remove one tree, you might set up the Item "Tree Removal" with a category of Labor and a Unit of Measure of Labor Hours. But a different company might charge a flat fee for each tree. In this case, the Item "Tree Removal" might have a category of Service and a UoM of Each. This depends entirely on how you want to set up your items.

Please note: Only Labor Category items will track Timesheet entries to count against Labor entered on a Job. Adding the UoM of "Labor Hours" to an Item in a different category will not automatically qualify that item as Labor which should be tracked using Timesheet entries.


How to Create a Unit of Measure

•  Go to Admin  >   Items  >  Units of Measure

•  Select the blue New Unit of Measure button in the upper left

•  Enter a name and an optional abbreviation and/or description. Abbreviations should be brief, as they are displayed when entering Line Items on Jobs (2-4 characters recommended).

•  Click the blue Create Unit of Measure button to create your new UoM

Applying Units of Measure

Once the Unit of Measure is set up, it can be applied to Items by editing Items individually and setting the UoM as desired.

Items can have multiple UoMs if you need to track them in different ways for reporting or selling. In this case, the Item may display multiple times on certain reports, with a separate line for each UoM.

 

 
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