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Object documentationItem Master Data: Sales Data Tab

 

On this tab, enter the sales-related information for an item.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

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Sales Data Tab Fields
Sales UoM Code, Sales UoM Name, Items per Sales UoM

  • When the UoM group is Manual:

    Enter the sales UoM name and the item quantity per purchase UoM (the item quantity per sales UoM must be greater than zero). You can update the Items per Sales UoM field, even if the document is entered in SAP Business One; this does not affect the Ordered, Committed, or In Stock quantity of the item.

  • When the UoM group is not Manual:

    The options vary upon the selection of the Auto. Add All UoM Group Definitions to New and Existing Items checkbox as follows:

    • If you have selected this checkbox:

      From the choose from list of the Sales UoM Code field in the List of UoMs window, choose a UoM as the sales UoM. You can see all the UoMs of the specified UoM group in the choose from list.

    • If you have not selected this checkbox:

      The default sales UoM is the inventory UoM, that is, the base UoM of the specified UoM group. To change the sales UoM, use the Sales UoM and Package Types window (refer to the procedure in the paragraph below). After more UoMs are added in the Sales UoM and Package Types window, you are able to change the sales UoM from the choose from list.

You can also use the Sales UoM and Package Types window to specify sales UoM. To do so, proceed as follows:

  1. To the right of the Sales UoM Code field, choose Browse (Browse) to open the Sales UoM and Package Types window.

  2. In the purchasing UoM list on the left, choose a UoM and choose the Set as Default pushbutton. If you want to add more UoMs, click Add Row.

    In the Sales UoM Measurements section, you can manually change the measurement values, which are taken from UoM setup by default.

  3. Choose Update, and then choose OK.

Note Note

The changes you make in the Sales UoM Measurements section do not cause any updates in the Units of Measurement – Setup window.

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When you specify the purchasing UoM code, SAP Business One fills in the Sales UoM Name field and the Items per Sales UoM field with corresponding values, as defined in UoM setup and UoM group setup.

Example Example

You sell a case of soft drinks. There are 6 bottles (units per sales UoM) in one case. The item that you sell is a bottle, but you can sell it only as a case of 6 bottles. Therefore, the unit of measure is a case and there are 6 items per sales UoM. If you sell 5 cases, you are actually selling 30 bottles of the soft drink. In all transactions, "case" is the sales UoM. And the number of items per sales UoM is 6. You then enter the quantity in sales UoMs in the sales order.

End of the example.
Package Type (Sales), Quantity per Package

  • When the UoM group is Manual:

    Enter the package type you want to use for the specified sales UoM. In addition, define the quantity of sales UoM per package.

  • When the UoM group is not Manual:

    From the choose from list of the Package Type field, choose a package type.

Note Note

You can see all the package types in the List of Package Types window (choose from list) only when the Auto. Add All Package Definitions to New and Existing Items checkbox in General Settings is selected.

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You can also use the Sales UoM and Package Types window to specify package type. To do so, proceed as follows:

  1. To the right of the Package Type field, choose Browse (Browse) to open the Sales UoM and Package Types window.

  2. In the package type list on the right, choose a package type and choose the Set as Default pushbutton. If you want to add more package types, click Add Row.

    In the Package Type Measurements section, you can manually change the measurement values, which are taken from package type setup by default.

    Note Note

    The changes you make in the Package Type Measurements section do not cause any updates in the Package Type – Setup window.

    End of the note.

  3. Choose Update, and then choose OK.

SAP Business One recommends the optimum number of sales UoMs per package for the Quantity per Package field. Once you specify the package type, SAP Business One calculates the number of sales UoMs each package unit could contain based on the measurements of the purchasing UoM and package type, and fills the result in the Quantity per Package field, if it is equal to or larger than 1. However, the quantity the application suggests may not be realistic. You can manually change the quantity per package to reflect the actual situation.

Note Note

By default, the automatic package calculation is based on volume. If the volume data is missing, then the calculation is based on weight.

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To define a default package type for each potential sales UoM available for the item, in the Sales UoM and Package Types window, click a UoM in the sales UoM list on the left, choose a package type in the package type list on the right, and choose the Set as Default pushbutton.

If you have defined a default package type for a potential sales UoM, when you select this UoM as the sales UoM, SAP Business One fills the Package Type field and the Quantity per Package field automatically.

Example Example

You buy containers of soft drink cases. The case is the sales UoM, and the container is the sales package type. Each container contains 10 cases, which means that "10" is the quantity per package.

End of the example.
Length, Width, Height, Volume

Enter the dimensions of the sales item. If you defined the units of measurement when you configured the system, enter the measurements and press Tab; the system automatically copies the measurements of the sales item to the field. In addition, enter the values for the length, width, and height to calculate the volume of the item. Alternatively, enter the volume value without entering the length, width, or height.

Note Note

These dimensions refer to the selling unit, not the Inventory UoM.

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Factors 1-4

Enter the quantity, which is a multiple of several factors. For example, if you sell a fence, you have to consider its measurement standards. The Factor fields are used as variables, so you can enter the proper values to calculate the appropriate quantity. The default value is one (1). The values that you enter in the item master data appear on marketing documents

Note Note

The Factors field is visible only when the UoM group selected is Manual.

End of the note.

More Information

Item Master Data

Bill of Materials