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

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

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:

 

Let us see how we can use the conversion in the Direct Purchase Entry.

Step1: In case of the Direct Purchase Entry, open the Purchase Entry Screen and load the desired item, here it is 20-20 BTR BISCUIT 45G. Then input the relevant details like Qty, Purchase Rate, MRP & Selling.

Step2: Select the Item and press Atl + Shift + F12 [ConvQty] buttons together.

(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)



Step3: Select the BOX option from the Conversion List.



Step4: Follow the instructions and press Space Bar to get the Blue coloured Tick ✔ sign in the box.

 

Notice, after applying the conversion, UOM:BOX[20] appeared under the item description and the Purchase Price became 400 [20x20].

 

 

Step5: Take the same item (20-20 BTR BISCUIT 45G) again and fill up all the necessary details.

Step6: Press Alt + Shift + F12 [ConvQty] buttons together to bring up the Conversion List & select CARTOON option from the conversion list 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)

 

Step6: Follow the instructions and press Space Bar to get the Blue coloured Tick ✔ sign in the box.



You can notice that after selecting the CARTOON from the Conversion List, UOM:CARTOON[100] appeared under the item description. Along with that, the Purchase Rate and the Net Amount got changed.

Previous Purchase Rate = 20

New Purchase Rate = 200 [20x100]

Step7: Click on F6 [Save] to save the Purchase Entry.

 

Step8: Click on Yes to finalize the process.



Step9: Click on OK to complete the Purchase Entry.

 

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 I - Conversion Master & PO Generation.

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

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.