Setting Up A Unit Conversion

Unit Conversion

Annotation: This feature is available merely for certain plans of Zoho Inventory. Visit the pricing folio to bank check if information technology'south available in your current program.

Unit Conversion in Zoho Inventory automatically lets you convert an detail'due south base unit to some other unit of measurement while creating transactions. Once you configure a default unit for sales and buy transactions, Zoho Inventory volition automatically convert the base unit of measurement of an particular to the default unit of measurement that you've configured.

Permit's look at a scenario where this feature will exist useful.

Scenario: John, who owns a hardware shop, buys electrical wiring from his supplier in meters and sells them to his customers in centimeters. Instead of manually calculating and converting the wires from meters to centimeters in sales transactions, John sets up unit conversions and sets centimeters as the default unit of measurement for sales transactions. Now, whenever he creates a new sales transaction for electrical wiring, Zoho Inventory automatically converts the unit of electrical wires to centimeters based on the conversion charge per unit that he's configured.

Enable Unit Conversion

To enable Unit Conversion in your arrangement:

Go to Settings > Preferences > Units of Measurement.
Click Enable Unit Conversion.

Enable

Unit Conversion is now enabled for your organization, and you tin continue to fix it up.

Ready Unit of measurement Conversion

To gear up Unit Conversion, you lot need to kickoff configure Unit Precision for the base of operations unit and the target unit of measurement. The precision of a unit is the number of digits you want afterward the decimal point. You tin increase the unit precision based on how precise you want the conversion to be.

To configure Unit of measurement Precision:

Go to Settings > Preferences > Units of Measurement.
Hover over the unit for which you desire to configure Unit Precision and click Edit.
Configure the precision of that unit in the Unit Precision field.

Warning: Once you lot set the unit of measurement precision for a unit, you won't be able to reduce it.

Now that you're washed configuring the Unit Precision, you lot tin prepare Unit Conversion. To practice so:

Go to Settings > Preferences > Units of Measurement.
Hover over the unit of measurement for which you lot want to set up Unit Conversion.
Click the dropdown adjacent to the unit and select View Unit Conversions. Here, you can view a list of all the conversions that you lot have ready up for that unit.

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Click + New Unit of measurement Conversion.
Select the Target Unit and enter the Conversion Rate. For instance, if you want to convert meters to centimeters, set the target unit every bit centimeters and the conversion charge per unit as 0.01 (1cm = 0.01m).

Create

Click Save.

The unit conversion that you've added can now exist used in sales or buy transactions, and y'all can as well set default units for your items.

Configure Default Units for Items

To configure the default unit for an particular:

Go to the Items module under Inventory from the left sidebar.
Select a Default Unit for sales and buy transactions while creating or editing an item.

Notation: The Selling Price and the Cost Price that you lot enter here should be based on the base unit of measurement of the detail.

Click Save.

Default

The next time you create a sales or purchase transaction for that item in Zoho Inventory, the base unit will automatically exist converted to the default unit of measurement based on the conversion rate that y'all've specified. If you've configured multiple conversions for the same unit of measurement, yous can cull whatever of them while creating transactions.

Edit Unit Conversions

To edit a unit of measurement conversion that yous've configured:

Go to Settings > Preferences > Units of Measurement.
Hover over the unit for which y'all want to change the conversion rate.
Click the dropdown next to the unit and select View Unit Conversions.
Hover over the conversion you want to edit, and click Edit.

Edit

Brand the necessary changes, and click Relieve.

The next time you create a transaction, the modified conversion rate will be applied.

Delete Unit Conversions

To delete a unit conversion that you've configured:

Go to Settings > Preferences > Units of Measurement.
Hover over the unit for which y'all want to delete the conversion rate.
Click the dropdown next to the unit and select View Unit of measurement Conversions. Hither, you can view a list of all the unit of measurement conversions that y'all take set up.
Hover over the conversion you lot want to delete, and click Delete.