Units of Measure (UOM)
Understanding and configuring units of measure for products
Units of Measure (UOM)
Units of measure define how products are quantified across purchasing, sales, and inventory. Every product has a base unit and can have additional conversion units for flexible ordering and pricing.
Core Concepts
Base Unit
Every product must have exactly one base unit. This is the fundamental unit used to track inventory and perform conversions. When you create a product, a default base unit is automatically assigned:
| Field | Default Value |
|---|---|
| Name | Piece |
| Unit | pcs |
| Quantity | 1 |
| Decimal | No |
You can change the base unit at any time to match your product (e.g., "Kilogram" with unit "kg" for bulk goods).
Conversion Units
Additional units represent multiples of the base unit. For example, if your base unit is Piece (pcs), you can add:
| Unit Name | Quantity | Meaning |
|---|---|---|
| Box | 12 | 1 Box = 12 pcs |
| Carton | 48 | 1 Carton = 48 pcs |
| Pallet | 960 | 1 Pallet = 960 pcs |
The quantity field always represents how many base units make up one of the conversion unit.
Unit Field
The unit field (e.g., "pcs", "kg", "m") is shared across all units of a product. If you change the base unit's unit abbreviation, it updates on all conversion units automatically.
Unit Properties
Each unit has the following properties:
| Property | Description | Example |
|---|---|---|
| Name | Display name | "Box" |
| Quantity | Conversion factor to base unit | 12 |
| Unit | Unit abbreviation (shared) | "pcs" |
| Sales Price | Price when selling in this unit | 24.00 |
| Cost | Cost when purchasing in this unit | 18.00 |
| Decimal | Allow fractional quantities | Yes/No |
The Decimal toggle controls whether users can enter fractional amounts (e.g., 1.5 boxes). Disable this for units that must be whole numbers (e.g., pieces).
Managing Units
Setting Up the Base Unit
- Open the product and go to the Cost & Units tab
- If no base unit exists, click Add Unit — this opens the base unit form
- Fill in the base unit details:
- Name — e.g., "Kilogram"
- Unit — e.g., "kg"
- Quantity — typically
1for the base unit - Sales Price — price per base unit
- Cost — cost per base unit
- Decimal — whether fractional quantities are allowed
- Save
Updating the Base Unit
- Click the edit action on the base unit row
- Modify the fields as needed
- Optionally enable Propagate price to other units:
- When enabled, all conversion unit prices are proportionally adjusted
- Example: If base unit price changes from 10 to 12 (1.2x), a Box priced at 100 becomes 120
- Save
Changing the base unit's unit abbreviation (e.g., "pcs" to "kg") updates the abbreviation on all conversion units for this product.
Adding Conversion Units
- Click Add Unit (only available after a base unit exists)
- Enter the conversion unit details:
- Name — e.g., "Box"
- Quantity — e.g.,
12(meaning 1 Box = 12 base units) - Sales Price — price per this unit
- Cost — cost per this unit
- Decimal — whether fractional quantities are allowed
- Save
Deleting Units
- Click the delete action on any conversion unit
- The base unit cannot be deleted
- Unit names must be unique per product
Unit Display & Selection
In Orders and BOM
When selecting a product quantity in orders or bill of materials, the UOM selector shows:
- A number input for the amount
- A dropdown to choose which unit
- A badge showing the equivalent in base units
Example: Entering 2 Box shows a badge 24 pcs (because 1 Box = 12 pcs).
Info Popover
Hovering over the info icon next to the unit selector displays a popover with:
- All available units for the product
- An explanation of how units work
- A link to the product's unit settings for quick editing
Unit Table Sorting
The units table always displays the base unit first, followed by other units sorted by quantity (ascending). This makes it easy to see the unit hierarchy from smallest to largest.
Available Unit Types
The system supports the following standard unit types:
| Type | Examples |
|---|---|
| Count | Piece, Carton |
| Weight | Kilogram (kg), Gram (g) |
| Length | Meter (m) |
| Area | Square Meter (m²) |
| Volume | Cubic Meter (m³), Liter (L) |
| Time | Hour, Day, Month, Year |
Conversion Examples
Weight-Based Product
Base unit: Kilogram (kg)
| Unit | Quantity | Use Case |
|---|---|---|
| Kilogram | 1 | Base tracking |
| Gram | 0.001 | Small measurements |
| Metric Ton | 1000 | Bulk purchasing |
Packaged Product
Base unit: Piece (pcs)
| Unit | Quantity | Use Case |
|---|---|---|
| Piece | 1 | Individual sale |
| Pack | 6 | Retail bundle |
| Case | 24 | Wholesale |
| Pallet | 960 | Logistics |
Service Product
Base unit: Hour (hr)
| Unit | Quantity | Use Case |
|---|---|---|
| Hour | 1 | Standard billing |
| Day | 8 | Day-rate billing |
| Month | 160 | Retainer contracts |
How UOM Affects Other Modules
| Module | UOM Usage |
|---|---|
| Sales Orders | Select unit when adding product line |
| Purchase Orders | Order in supplier-preferred unit |
| Stock Management | Always tracks in base units |
| Bill of Materials | Specify component quantity per unit |
| Production | Component consumption in selected unit |
| Invoicing | Display and price in selected unit |