Catch Weight (Old)
Overview
Catch Weight is a food industry term that means "approximate weight". Unprocessed food products, such as meats or cheeses, will naturally vary the actual pounds per case. These products are generally sold by a unit such as Case but are priced by the pound. This will lend to these items having two Units of Measure - the inventory Unit of Measure, Case, and the actual weight unit of measure, LB.
GoldFinch will keep track of both Case inventory and LB inventory.
Setup
Before using the Catch Weight functionality, there are a few setup parameters that must be established.
Company Setup
Open the App Launcher. Select Company Setup. Put a check in the Enable Catch Weight field.
Numbering Series
When Catch Weight Enabled items are received, a serial number is automatically assigned to keep Case unit of measure linked to the actual weight. A Numbering Series will need to be established for the Serial Numbers.
Select Numbering Series from the App Launcher, create a new record and set up the new Serial No numbering series record as outlined below.
![](../__attachments/1290239985/image2021-2-24_15-22-10.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Item
Put a check in Catch Weight
Enter the Serial No. Series that was created in the previous step
Enter the Catch Weight Tolerance %. Enter a percentage of the standard conversion from CASE to LB for this item.
![](../__attachments/1290239985/image2020-3-23_15-21-59.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Units of Measure
An Item Unit of Measure needs to be created for the inventory UOM (Case) as well as the actual weight UOM (LB). The conversion for the actual weight UOM (LB) will be 1 while the inventory UOM (Case) conversion will be approximately how many pounds are in a case - in this example, there are approximately 80 pounds in a case.
![](../__attachments/1290239985/image2021-5-28_14-5-27.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
The units of measure will then be defined on the Item with the actual weight UOM (LB) as the Base Unit of Measure and the Inventory UOM (Case) as the Sales and Purchase Units of Measure.
![](../__attachments/1290239985/image2021-5-28_14-7-15.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Purchase Order Process
Create a Purchase Order
Create a Purchase Order as you would normally do using the standard process. You will notice a couple of differences when the company is set up to Enable Catch Weight.
The Qty. Base and Catch Weight fields will be added to the Purchase Lines. The Unit Cost will reflect the cost of the base unit of measure.
![](../__attachments/1290239985/image2021-3-18_15-4-2.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Create a Warehouse Receipt
Create and Post a Warehouse Receipt as you would normally do using the standard process.
When entering the lot for the items you will also be entering the serial number.
Click on Enter Receiving Lots. This will add 5 lines per each click. Each line will automatically be populated with a serial number and the quantity of 1.
Enter the Lot No. on the first line.
Click on the Copy Down the First Lot button. This will copy the lot to all lines.
Change the Qty. Base to the exact LB for each of the cases.
![](../__attachments/1290239985/image2021-5-28_14-33-25.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Print Case Labels
Select the Print Labels button on the Whse Receipt to print case labels for each case received. The label will show the serial number and lot number information.
Create a Purchase Invoice
Create a Purchase Invoice as you would normally do using the standard process.
For catch weight items, the Qty. Base and Unit Cost fields will reflect the Base Unit of Measure for the item.
![](../__attachments/1290239985/image2021-3-18_15-55-11.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Sales Process
Create a Sales Order, Warehouse Shipments and Sales Invoices as you would normally do using the standard process. You will notice a couple of differences when the company is set up to Enable Catch Weight.
The Qty. Base and Catch Weight fields will be added to the Sales Lines, Warehouse Shipment Lines and Sale Invoice Lines. The Unit Price will reflect the price of the base unit of measure.
![](../__attachments/1290239985/image2021-3-18_16-12-53.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
If your company does not use Pick Tickets, select the serial numbers that will be shipped by selecting the Enter Shipping Lots button from the warehouse shipment then lookup each serial number.
![](../__attachments/1290239985/image2021-5-28_15-23-55.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
If your company does use Pick Tickets, the Pick Tickets will print the Qty. Base as well as the Qty.
![](../__attachments/1290239985/image2021-3-18_17-37-26.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
The Packing Slip will print out both the lot numbers and the serial number.
![](../__attachments/1290239985/image2021-5-28_15-24-35.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Item Adjustments
Create an Inventory Adjustment as you normally would using the standard process. Whether you are processing a positive or negative adjustment, you will enter the Lot and Serial numbers by selecting the Enter Lots button.
Positive Adjustments
Each line will automatically be populated with a serial number and a quantity of 1.
Enter the Lot No. on the first line.
Click on the Copy Down the First Lot button. This will copy the lot to all lines.
Change the Qty. Base to the exact LB for each of the cases.
![](../__attachments/1290239985/image2021-5-28_15-44-37.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Negative Adjustments
Select the lookup for each Serial No. to fill in the Lot and Qty Base.
![](../__attachments/1290239985/image2021-5-28_15-47-9.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Bin Content
When viewing the bin content of a Catch Weight item, you can view the Lot No, Serial No, Quantity, and Available Quantity in both the Case UOM and the Base UOM.
![](../__attachments/1290239985/image2021-3-18_17-28-30.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)