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Exact Online: Purchasing Units
Exact Online: Purchasing Units

Purchase units ("order per") can be entered in Exact. This is not a foregone conclusion, however.

Jan Blans avatar
Written by Jan Blans
Updated over a week ago

This is why we will explain in this article how to enter them.

Units

Units within Exact Online are separate entities and you can create them separately. You can give them a separate name, for example, "box of 6".

ATTENTION!

The number of pieces a unit can contain is separate from this and can be different for each product.

To create units in Exact you do as follows:

  • go to 'Manage your current administration''Master data'

  • go to 'Articles''Units''New'

Create the new units here. We recommend keeping them as generic as possible, but mention the number of units in the name, e.g. "package of 7" or "box of 6".

Purchasing units

Now the units have been created we can use them to buy. The purchasing units within Exact are defined by the supplier of the article. The purchase units can be equal to the sales unit or a multiplication of the sales unit, so make sure it is set correctly.

An article can have the sales unit "Pieces" and the purchasing unit "Box". It must be indicated per supplier with which factor the sales unit must be multiplied, to have the quantity of the purchasing unit. For a package with 7 pieces, the factor would be 7.

Purchasing units can be set as follows:

  1. go to 'Manage your current administration''Master data'

  2. go to 'Articles''Articles'

  3. select the product you want to edit

  4. go to 'Pricing management'

  5. Click on 'Edit' behind the pertinent supplier

Choose the right purchasing unit here at Purchasing unit and indicate how many pieces it consists of. Also, fill in the purchase price of the unit.

ATTENTION!

The name of the unit and the number of pieces it contains are independent of each other and may vary per product!

Optiply reads the purchasing units as "order by" and ensures that new purchase orders are made with the correct units.

Tip: In order to avoid confusion at the supplier or in the warehouse when the order is received, set the package size on the purchase orders that you export from Exact.

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