Do you inventory your items by multiple units? For example, do you keep both blocks and cases of cheese? With our app, you can now keep track of both units without adding a whole new item.

Shortcuts

• Terms
• Section 1: Setting up your sub-units
  • A. Add sub-units to a new or existing item
    • New items
    • Existing items
  • B. Order unit is different than priced unit
  • C. Adding the sub-units
  • D. Finalize
• Section 2: Viewing your sub-units
• Section 3: Counting by sub-units

Some terms you should know:

• Priced Unit
  • The primary unit that you count by. This will be at the forefront on your inventory card, and all sub-units will be converted to this unit in your total. It is referred to as “Priced Unit” to clarify that this unit is what is priced by vendors. For example, cheese may be priced by the pound, but ordered by the case.
• Order Unit
  • The unit that you order an item by. You may be asked to provide this in addition to your primary priced unit.
• Unit is Variable
  • This means that the amount in this unit is always different. For example, if you have a meat item with a primary unit of case and a sub-unit of pounds. If the number of pounds in that case are always different, then pounds are variable.

Section 1: Setting up your sub-units

A. Add sub-units to a new or existing item

Step 1: From your inventory, start adding an item or editing an existing item. Once you reach the edit item screen or add item screen, move on to the next step.

Step 1: Find the section for managing “Priced Unit”.

If it is not already filled in, select one from the list. See the list of terms at the top of this article for a full description of primary units.

For new items: