The list conversions can be found in the Main Form->View->Lists->Conversions
These are primarily used in Job Trakker for Manufacturing, not in any of the Route Sales or Field Service Trakkers
Conversions are how you want to measure products. We realized was that the way you measure the production of a product out on the floor is not necessarily the same way you sell it. For example, it is unlikely that if you sell screws, you sell them individually. You would probably sell them by the box or crate. However to keep track of inventory as it is being produced they are probably tracked by each unit.
Therefore Trakker offers the flexibility for you to define your measurements for each product. Then when the customer places their order for 200 boxes of screws, the sales order and the associated paper work which goes to the customer will reflect boxes, while out on the floor the shop ticket will reflect 20,000 screws. It is through conversions that this is accomplished.
The basics
The base of all products in the Trakker system is a Unit. A Unit is 1 item (product or raw material). Conversions is how you set the number of Units are in a box, or how many units of a product make up a pound, etc.
In this Conversions area, you can set up some global conversion that will exist for all products. Some examples of global converions that may be useful could be 1 gross = 144 units. If you often sell by the gross, rather than having to define the Product Conversions for this one every product, this can be assigned here as a global conversion and will now be listed as a conversion/measurement for every product.
Note: The basic 1 Unit = 1 Unit can not be edited. This is a required base value for all conversion calculations.
Note: All product inventory is measured in Units.
Conversions
- From Measure: The new Measure to have a qty set to an exiting ‘to measure’.
- From Quantity: The number of ‘from measure’ to match the ‘to measure’ ‘to quantity.
- To Measure: The existing measure to be converted from. (A to measure must have previously been defined as a from measure to appear in this list, otherwise it would be possible that a measure could not be converted down to a Unit).
- To Quantity: The number of ‘to measure’ items that make this equation equal to the ‘from quantity’ of the ‘from measure’.