Concept of Conversion and its usage in Purchase Module - Part I - Conversion Master & PO Generation.

Concept of Conversion and its usage in Purchase Module - Part I - Conversion Master & PO Generation.

Concept:

Conversion is used to convert from one unit to another like from Pieces to Box, from Pieces to Cartoon etc.

 

Benefit:

Suppose you purchase items in Box or Cartoons and Want to sell in Pieces or in Box/ cartoon or transfer the items into different units you want. This Conversion option will help you do that.

 

Let's say you want to purchase 20-20 BTR BISCUIT 45G in Box and sell it in Pieces or Box when ever you want. To do that, we need to do the following steps:

 

Step1: Go to Purchase > Masters > Conversion.

 

 

Step2: Type BOX in the Conversion Type box to create the conversion master as BOX.

Step3: Press Enter and take the name as 20-20 BTR BISCUIT 45G.

Step4: Put the Quantity as 20.



Step5: Press enter to bring up the list where Purchase, Sales, ALL & Supply Unit are listed. Select ALL for all sorts of operations, and select any individual for a single operation.

 

Step6: Put the Type and rate if you want and Press F6 [Save] button to save.

** Note: You can keep the Selling Rate as 0 also if you don't want to put any rate.

 

Let's create a Conversion Type as CARTOON as well.

Step1: Give the Conversion Type name as CARTOON.

Step2: Put the item names and the Quantity as 100, Type as Amt and Selling Rate as 0.

Step3: Click on F6 [Save] button to save.

 

Now, let's check the complete flow of using the Conversion option from Purchase Order to Purchase Invoice.
You will experience how seamless it is to Conversion option here.

Step1: Go to Purchase > Purchase Order



Step2: Take the item 20-20 BTR BISCUIT 45G and put all the relevant details.

Step3: Then Select the item and press Alt + Shift + F12 [ConvQty] Buttons together to bring up the conversion LOV.

(Note: Key settings may vary from user to user, you can click on the blank button just beside F1 Key to change the key combinations to find the desired key)



Step4: Select BOX option from the Conversion list.



Step5: Follow the instructions and press Space Bar to get the Blue coloured Tick ✔ sign in the box.

 

Step6: Take the same item again and put the relevant details again.  

Step7: Select the item and press Alt + Shift + F12 [ConvQty] buttons together to bring up the Conversion List LOV.

Step8: Select CARTOON option from the list.



Step9: Follow the instructions and press Space Bar to get the Blue coloured  Tick ✔ sign in the box.

 

You can see that based on the Conversion selection the UOM got changed and the Purchase Rate and the Net Amount also got changed.

Before conversion, purchase rates were 20, but after conversion that became 400 and 2000.

BOX[20] = 20x20 = 400

CARTOON[100] = 20x100 = 2000



Step10: Click on F6 [Save] button to Save.

Step11: Click on Yes to complete the process.



Step12: Click on OK to finish the Purchase Order generation.

 

Conclusion: Using the Conversion options we can easily manage our Purchase, Sales, Transfer Ours and Purchase returns with different Conversion types. 
Related Links:
Concept of Conversion Master and its usage in Retail Easy Pharmacy Vertical

Concept of Conversion and its usage in Purchase Module - Part II - RN to PI Generation.

Concept of Conversion and its usage in Purchase Module - Part III - Direct Purchase.

Concept of Conversion and its usage in Retail Easy - Part I - Conversion in Sales Module: Sales Order to Sales Bill.

Concept of Conversion and its usage in Retail Easy - Part II - Conversion in Sales Module: Direct Sales Bill & Transfer Out.

Concept of Conversion and its usage in Retail Easy - Part III - Conversion in Sales Module: Selling Rate from the Conversion Master.