**Case Conversion**
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**How to Enable – Case Conversion Feature**
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Step 1 - Enable the Feature in the Config section

1.	Click on your **Username** in the top right-hand corner
2.  Select the **Admin Settings** button from the drop-down menu
3.	On the Admin Navigation Bar select **Configs**
4.	Scroll to the Purchases section and search for the **Edit Purchase Uoms** button
5.	If “No” is displayed on the button, click it and change it to “Yes”
6.	Click the Update Button to save
7.	Click the **Close Admin Panel** button to exit the Admin Panel


Step 2 - Set up Case Conversions Uoms 

1.	From the main Navigation Bar, select Manage
2.	On the Manage Navigation Bar , select Uoms
3.	If required Uom is not in the system, click the “Add Uom” button in the top right-hand corner
4.	Enter the Uoms Name (e.g Case of 24)
5.	Enter the Case Total (e.g 24 | for Uom Case of 24)
6.	Click the Update Button to save
7.	Repeat steps 3 to 6 until you are finish adding or editing Uoms.
8.	Close the Manage Panel

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**How the Feature Works on Purchase Orders**
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Step 1 – Editing Purchase Orders

1.	After following the main steps of creating a Purchase Order, click the Proceed with Purchases button
2.	Fill out the required information at the top of the page and click update to save
3.	Under the Uom column, the Uom for each item should now have a drop-down menu
4.	Click the drop-down menu and change the Uom to the Uom you wish to purchase each item in
5.	Click update to save

Step 2 – Receiving Purchase Order

1.	Once the selected Purchase Order is at the receiving stage click the Receive button
2.	Enter the Invoice Number and Click the Apply Defaults button
3.	For each item, select the Case Uom you are receiving in and apply the quantity being received.
4.	Verify the net value for each item matches the Invoice
5.	Then verify the values on the Total card at the bottom match the Invoice
6.	Once all data entered is correct click the receive button.