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- Completing a Crosswalk
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- Golden Rules of Operations
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- Phase 1: Items In
- Phase 2: Item Management and Transactions
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- Phase 4: Recipes
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- Advantage Migration to R365
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- Adding Your Organization's Internal Support Link
- Undeposited Funds
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- GL Allocation Templates Overview & Security
- GL Allocation Templates: Create and Edit a Template
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- GL Allocation Templates: Allocation Calculator
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- Inactivate or Delete GL Accounts
- Journal Entries
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- Documents to Process: Supported File Types
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- Where can I see my Bank Account Balance?
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- P&L Report v AvT Report
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- Flash Report
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This article is part of Units of Measure and the new Purchase Item Record and covers quick-add UofMs.
If a Unit of Measure does not already exist, Users can use the quick-add feature to create the UofM from the field of entry. This allows for greater efficiency as Users can create and save a new UofM without navigating out of the Purchase Item Record.
To use the quick-add UofM feature, Users must have the following permission:
Food → Units of Measure → Create Units of Measure
Quick Add Availability
The UofM quick-add feature is available for the following UofM fields on the new Purchase Item Record:
Reporting U of M
Inventory U of M 1, 2, & 3
Weight U of M
Volume U of M
Each U of M
Count U of M 1, 2, & 3
Available when Location Specific Settings are EnabledSelling U of M
Available when Sales or Catering is enabled
Quick Adding a UofM
To quick-add a UofM, first navigate to the correct UofM field, then follow these steps:
Begin typing in the UofM needed. If the UofM has not already been created, Users will see the 'CREATE UOFM' option
Click 'CREATE UOFM' from the dropdown
This will open the 'New Unit of Measure' pop-up form
Complete the UofM fields as necessary, then click Save
The UofM has now been saved and will appear as an option when selecting a UofM
Users must click 'Save' to save the UofM. Closing out the pop-out without first clicking 'Save' will not save the UofM