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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:

FieldDefault Value
NamePiece
Unitpcs
Quantity1
DecimalNo

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 NameQuantityMeaning
Box121 Box = 12 pcs
Carton481 Carton = 48 pcs
Pallet9601 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:

PropertyDescriptionExample
NameDisplay name"Box"
QuantityConversion factor to base unit12
UnitUnit abbreviation (shared)"pcs"
Sales PricePrice when selling in this unit24.00
CostCost when purchasing in this unit18.00
DecimalAllow fractional quantitiesYes/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

  1. Open the product and go to the Cost & Units tab
  2. If no base unit exists, click Add Unit — this opens the base unit form
  3. Fill in the base unit details:
    • Name — e.g., "Kilogram"
    • Unit — e.g., "kg"
    • Quantity — typically 1 for the base unit
    • Sales Price — price per base unit
    • Cost — cost per base unit
    • Decimal — whether fractional quantities are allowed
  4. Save

Updating the Base Unit

  1. Click the edit action on the base unit row
  2. Modify the fields as needed
  3. 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
  4. 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

  1. Click Add Unit (only available after a base unit exists)
  2. 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
  3. 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:

TypeExamples
CountPiece, Carton
WeightKilogram (kg), Gram (g)
LengthMeter (m)
AreaSquare Meter (m²)
VolumeCubic Meter (m³), Liter (L)
TimeHour, Day, Month, Year

Conversion Examples

Weight-Based Product

Base unit: Kilogram (kg)

UnitQuantityUse Case
Kilogram1Base tracking
Gram0.001Small measurements
Metric Ton1000Bulk purchasing

Packaged Product

Base unit: Piece (pcs)

UnitQuantityUse Case
Piece1Individual sale
Pack6Retail bundle
Case24Wholesale
Pallet960Logistics

Service Product

Base unit: Hour (hr)

UnitQuantityUse Case
Hour1Standard billing
Day8Day-rate billing
Month160Retainer contracts

How UOM Affects Other Modules

ModuleUOM Usage
Sales OrdersSelect unit when adding product line
Purchase OrdersOrder in supplier-preferred unit
Stock ManagementAlways tracks in base units
Bill of MaterialsSpecify component quantity per unit
ProductionComponent consumption in selected unit
InvoicingDisplay and price in selected unit

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