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How do I create a purchase unit?

CMMS 8 allows you to use different units for the purchase and consumption of items. You can buy a cable reel that has 200 meters of cable and withdraw the cable in meters. Or buy a multi-pack of something and consume individual units.


Create a Purchase Unit

In this example we will create a new purchase unit for Item 69100 engine Oil, so we can order a can instead of todays liters.

We start by open the card for item 69100

1. Go to the "Units and Packaging" tab.
2. Click "Add".

Enter the following information:
3. Unit: 1 Can
4. Abbreviation: Can (A unit must begin with a letter or square bracket.)
5. Decimals: 0
6. Ratio: 5,0000
7. Click "OK"

purchase unit CMMS8 ENG 1

8. Change the purchase unit to "1 Can".
9. Save the item card using CTRL+S or File → Save. 

purchase unit CMMS8 ENG 2

 

Now you can buy 1 canister, which is equal to 5 liters, but use the engine oil in liters.