Microsoft Dynamics GP

Units of Measure

Sana allows a shop administrator to define units of measure for products sold from the webshop. Customers in their turn can select the unit of measure for products they buy. Units of measure are managed for the items in Microsoft Dynamics GP.

 NOTE

When units of measure are configured in Microsoft Dynamics GP, you should run the General information import task in Sana Admin to import units of measure from GP to Sana.

In Microsoft Dynamics GP Unit of Measure Schedule is used to manage units of measure. A unit of measure schedule is a group of units of measure that you can assign to a certain item.

To create a unit of measure schedule in Microsoft Dynamics GP click: Inventory > Setup > Unit of Measure Schedule. Use the Unit of Measure Schedule Setup window to define the units of measure used to measure inventory quantities and to set up conversion rules between different units of measure.

To create a unit of measure schedule you need to enter the ID and description for the unit of measure schedule. Then you need to enter the base unit of measure. Add all the necessary units of measure to the UOM schedule, their equivalents and quantities. For example, a company that sells soft drinks might set up 'piece' as a base unit of measure, a box unit of measure and a case, and define that there are 5 pieces in one box.

Each unit of measure in the UOM schedule can be made visible or invisible. Only those units of measure which are set as visible in webshop are used in the Sana webshop. To manage units of measure visibility, in the Unit of Measure Schedule Setup window select the UOM schedule and at the top click: Additional > Sana Commerce. Using the Visible in Webshop checkbox you can define which units of measure from the UOM schedule should be used in the Sana webshop.

To define the units of measure for an item, open the necessary item and in the Item Maintenance window assign the appropriate U of M Schedule ID to the item.

To allow customers  to select a unit of measure for an item in the webshop, you should also enable units of measure in Sana Admin: Setup > Products > Units of measure. There you can enable and disable units of measure, select the type of customers who should see units of measure in the Sana webshop, and enable or disable units of measure selection. For more information about units of measure settings in Sana Admin, see 'Products'.

If a units of measure schedule is assigned to an item in Microsoft Dynamics GP, and units of measure are configured in Sana Admin, then a customer will be able to choose a unit of measure for an item in the Sana webshop. If there is only one unit of measure in the UOM schedule in Microsoft Dynamics GP or Unit of measure selection is disabled in Sana Admin, then only the base unit of measure will be shown for a product in the Sana webshop. If there are multiple units of measure for a product, the base unit of measure will be selected by default.