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.

Now, let's see how we can use the Conversion in Sales. Please follow the steps to apply conversion process in sales module.

Step1: Go to Sales > Sales Order

Step2: Load the relevant details like customer and load the item 20-20 BTR BISCUIT 45G and put the desired quantity.

Step3: Then press Alt + Shift + F12 [ConvQty] buttons together to bring up the UOM/Conversion List.

(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 the BOX option from the UOM/Conversion list.

After selecting the BOX option, check the UOM:BOX[20] under the item description appeared and the amount become 600 (20x30).

Step5: Take the same item (20-20 BTR BISCUIT 45G) again and select CARTOON from the UOM/Conversion LOV.

Step6: Then press F6 [Save] button to save the entry.

Step7: Click on Yes to confirm.

Step8: Click on OK to complete the process.

Now to convert the Sales Order to Sales Bill, do the following:

Step1: Go to Sales > Sales Bill

Step2: Press Shift + F3 [FromSo] buttons together to bring up the Select Sales Order window.

(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: Now put the Date From, Date To as desired, Customer Name as required and press in the Order No field to bring up the Sales Order List LOV. 

Step4: Select the desired Sales Order from the list.

Step5: Select the items from the Sales Order by pressing Space Bar.

Step6: Press F6 [Save] to bring up the Tender Screen and put the amount and save.

Conclusion: Using the Conversion options we can easily manage our Purchase, Sales, Transfer Ours and Purchase returns with different Conversion types.

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