Box Dimensions Table

To access this table select from the INSTALLATION Workshop menu Install|Stock|Box Dimensions Table.

Concepts

Rules may be entered in the Box Dimensions Table to specify the box unit to standard unit conversion factor. The term "box" in CAPITAL is used to refer generically to any sell quantity that is different from the standard "stock in" holding quantity in Stock Control.

A box might be a carton, a dozen, a container, a pack, etc. For more information on CAPITAL's support for different types of quantity conversions see: Dimension Based Pricing.

Transactions in CAPITAL may have two types of quantity columns.

The Qty column always refers to the quantity in standard holding units.

The Box column can be used to enter quantities in different sizes/dimensions.

The main purpose of the Box Dimension Table is to allow you to set-up codes that define how numbers entered in the Box column translate into standard Qty units.

Each rule in the Box Dimensions Table consists of the following entries:

Code

This is a short code to be matched when users enter box quantities. For example, if the code is BOX, then when users enter "5 BOX" under the Box column, the dimension conversion factor and price formulas associated with this rule's formula is used.

In the above example 5 box units would be sold. The actual quantity taken out of stock would be determined by the dimension table Conversion Formula.

If the formula was 3.5 then entering 5 BOX would remove from stock 5 x 3.5 = 17.5 standard holding units of stock.

Setting up a Default Box Unit

If the Code field is left blank, the rule is always used if a box quantity code is not specified. Only the first rule with a blank code will be used.

Entering Units of Measure

Description

This is a description of the meaning of the code. For example, if the code is SQM the description might be: Square Metres

The description is for your own reference and is not used by CAPITAL.

Measure Name

This is a short code up to 10 characters which is used to show the unit of measure on transactions. For example, METRE, SQM, LENGTH, etc.

The contents of this field can be displayed on your stationary by add the DIMMEASURE field to your Visual Builder forms.

Conversion Formula

This formula specifies the box conversion factor to use when a box quantity is entered on a transaction. For example, if 5 is entered here, the box conversion factor becomes 5. For each box quantity entered, 5 standard units are changed in stock. The calculation used is:

box quantity x <formula> = quantity from stock

The formula must return a numeric value. Quantities less than 1 are permitted. So if the formula was .2, then 10 box quantities would adjust .2 x 10 = 2 from stock.

A stock field or user defined field may also be specified by the formula. For example, this formula:

Stock->Boxcon

would retrieve the box conversion factor when entering box units. (The box conversion factor is normally used when converting units of purchase to units of delivery in purchase orders and stock receipts.) Such a formula would allow you to sell in the original quantity of purchase.

Sell Formula

This formula specifies how to calculate the price when selling in a particular dimension. This may refer to a price field in Stock Control, e.g.,

Stock->G

or be a calculation based on weight, volume, dimension, etc. For example:

Stock->Dimension * Stock->C

User defined price fields may also be used. For example:

Stock->C * Staux000->Packcon

(The above example assumes that a user defined numeric stock field called Packcon has been added to the system via the Screen Builder.)

Cost Formula

This formula specifies how to calculate the price when purchasing in a particular dimension. This may refer to a price field in Stock Control similar to the way a Sell Formula might be defined.

Sales

Tick this field to apply this rule to sales such as when invoicing, quoting and when customers place orders. If unticked, the rule is not active in this area.

Purchases

Tick this field to apply this rule to purchasing such as when entering stock receipts, returns, and purchase orders. If unticked, the rule is not active in this area.

An Example

This example illustrates how to hold stock in one dimension but sell in any of 3 different dimensions. The standard holding unit in this example is called the 'Length.' The intention is to sell in two other dimensions: the 'Metre' and the 'Pack.'

You hold stock of a particular groups of goods in Length units. Lengths may vary but tend to come in standard sizes: e.g., 3.5 metres, 4 metres, and so on. You have decided to manage quantities by Lengths rather than by Metres, as this is more convenient for stocktake purposes.

It is decided that the standard/most common selling dimension is the Metre. If you do not place an entry in the Code field, this will become the default selling quantity.

The Box dimension rule is:

Using the above table, the number entered in the Volume field in Stock Control is used as the multiplier when converting from Box units to standard quantity units. Stock Control price E is used to retrieve the sell price per Metre.

So, entering 10 in the Box column will result in:

10 x Stock->Volume units being deducted from Stock Control.

The unit price will be stock Price E and the total value sold will be 10 x Price E

Setting up selling by Packs is similar. However, a PACK code is specified and this time a user defined field is used to retrieve the Pack to Length conversion factor.

Using the above table, the number entered in the Packcon field in Stock Control is used as the multiplier when converting from Box (Pack) units to standard quantity units. (It is presumed that a numeric field called Packcon was added to Stock Control using the Screen Builder.)

Stock Control price F is used to hold the sell price per Pack.

So, entering 7 PACK in the Box column will result in:

7 x Staux000->Packon units being deducted from Stock Control.

The unit price will be stock Price F and the total value sold will be 7 x Price F

Box Pricing & Purchasing

The rules for determining the box cost price is as follows:

1. Is there a supplier special price rule that matches for this stock item? If so, the supplier special price is used.

2. If there a Box Dimension Table Rule for this dimension? If so, the Cost Formula is used.

3. Other cost prices are then checked, such as supplier last cost, the supplier buy price formula and the box buy prices as defined in INSTALLATION Workshop.

Do not set a Box Conversion factor in Stock Control for stock items if you have established box dimension table entries for purchasing. Doing so will cause box conversions to be performed twice.

Visual Builder Form Fields

These fields are useful when designing forms stationary that support purchasing and invoicing in multiple dimensions/units of measure: