Units of Measure

Overview

Lexul Field Service supports Unit of Measure (U/M) in work orders through QuickBooks Desktop integration.

Using Unit of Measure allows you to:

• Sync multiple units of measurement from QuickBooks Desktop.
• Maintain U/M settings directly in QuickBooks Desktop.
• Use existing measurement workflows without changing your process.

U/M in QuickBooks Desktop

To turn on Unit of Measure:

1. Go to Edit → Preferences.
2. Select Items & Inventory.
3. Open the Company Preferences tab.
4. Find Unit of Measure.
5. Select one of the options:

• Single U/M per Item
• Multiple U/M per Item

After enabling U/M in QuickBooks Desktop, sync with Lexul Field Service.

How U/M works with Lexul Field Service

When QuickBooks Desktop is integrated with Lexul Field Service, Unit of Measure (U/M) automatically syncs with inventory items.

Unit of Measure on Work Orders

After syncing:

1. Add an inventory item to a work order.
2. Open the Service tab.

The Unit of Measure will display:

• Next to the line item on the work order.
• On the invoice line item.

When the work order is completed, the invoice can be synced directly back to

QuickBooks Desktop with all U/M included on the invoice.

U/M with QuickBooks Online

Lexul Field Service supports Units of Measure (U/M) with QuickBooks Online.

Note

• QuickBooks Online only syncs the base unit to invoices.
• Related units will be converted to the base unit before syncing.

Example:

• Base unit: Yards
• Related units: Feet, Inches
• Invoice sync: Shows Yards with the correct converted quantity.

Add Unit of Measure in QuickBooks Online

Step 1: Create Unit of Measure Sets

Go to:

Sidebar Menu → Configuration → Units of Measure

1. Select Create Unit of Measure Set.
2. Add the base unit.
3. Select the created unit set.
4. Select Create Related Unit to add additional units.

Note

The Ratio field is the conversion amount from the related unit to the base unit.

Example:

• Base unit: Feet
• Related unit: Yard
• Ratio: 3

(1 yard = 3 feet)

Step 2: Add Unit of Measure to Parts

After creating Unit of Measure sets:

1. Add products in QuickBooks Online.
2. Sync products to Lexul Field Service.
3. Go to Parts & Services in Lexul.
4. Find the synced product (shown as a Part).
5. Select Edit Part.
6. Add the Unit of Measure set.
7. Save changes.

Parts with Unit of Measure can now be added to work orders.

Using U/M Unit on Work Orders

To use a Unit of Measure part:

1. Open a work order.
2. Add the part from Parts & Services.
3. The selected Unit of Measure will apply to the item.

Learn More

For additional details on Unit of Measure, refer to the QuickBooks Unit of Measure documentation.