Unit of Measure, or UoM, is a way to sell partial quantities or items by weight, volume, or dimensions. There is built-in functionality within QuickBooks Financials that can be set to specific types of units based on your needs. Learn more about QuickBooks UoM functionality here.
Webgility integrates with UoM in two ways.
If using one of these versions of QuickBooks, Webgility is able to map the UoM for items based on the UoM settings in QuickBooks:
QuickBooks Premier Contractor
QuickBooks Premier Manufacturing & Wholesale
QuickBooks Enterprise Solutions
QuickBooks Enterprise Solutions: Contractor
QuickBooks Enterprise Solutions: Manufacturing & Wholesale
QuickBooks Enterprise Solutions: Nonprofit
QuickBooks Enterprise Solutions: Professional Services
If using any other version of QuickBooks you will need to use Webgility's settings to map the quantities for UoM using the following instructions:
1. To set this up in Webgility you need to have your Single unit item in QuickBooks.
2. Make sure you have your variants set up as the quantity in the packs. In this case, there are 1lb, 2lb, 5lb, and 10lb bags.
3. In Webgility each of the variants should be mapped to a single item in QuickBooks. Learn more about mapping, here.
4. Once the product is mapped go to Products and hover the mouse over the small triangle to see the popup menu and select Quantity/Weight
5. In the pop-up, use the search feature to look for the online Store SKU.
6. Select the boxes in the left column next to the appropriate SKU numbers.
7. Then fill in the pack quantity for each.
8. Lastly, once you are done click Map Products in the lower left to save the mapping.
Note: If you check the box next to Use this mapping on Synchronization of Quantity before saving when using the Webgility Scheduler to sync, it will calculate the available QTY from the lowest item QTY in the pack.
After doing the above we have the following order with various case amounts on it.
When we use the above method after posting the sale to QuickBooks, we end up with the following result: