V8 - Units of measure (UOMs)

SOS Inventory supports multiple units of measure for each item. For example, you might purchase cans of soda by the case but sell the cans as individual units—or buy a product in one weight (such as a pound or kilogram) and sell it in another (such as ounces or grams).

Steps for establishing units of measure (UOMs)

To create units of measure:

1. Enable the setting for units of measure.
   1. Go to Settings > Inventory settings.
   2. Scroll down and select the Use units of measure checkbox, then select Save and close.
       
2. Define the units of measure that you want to use.
   1. Go to Company menu > Miscellaneous > Units of measure.
   2. Select the Add new button to add a new unit of measure. Complete the Name and Abbreviation fields for the unit of measure, then select Save and close. An abbreviation is limited to five characters.
       
      edit_noteNOTE: The abbreviation should start with an alphabetic character and may have numeric characters after that, but the abbreviation should not be all numeric characters.
   3. Repeat Step 2b as many times as needed, until all desired units of measure have been defined.
       
3. Assign units of measure to an item.
    
   edit_noteNOTE: Units of measure cannot be imported via the bulk edit feature.
   1. Go to Operations menu > Inventory > Items.
   2. On the Items list, locate the item to which you want to assign units of measure, then select Units of measure on the item’s Actions menu.
   3. Complete the Units of measure page for the item.
       
      tips_and_updatesEXAMPLE: If you buy light bulbs in cases of 24 but sell them as individual units, set the Base unit field to each. In the Conversions table, select case in the Unit column. Enter 24 in the Ratio column, since 24 of the base unit are in each case. Because the light bulbs are purchased from the vendor by the case, enter a value in the case's Purchase cost field.
      1. In the Base unit field, select the unit of measure for the item. The base unit is typically the smallest unit you would use.
      2. In the Conversions table, enter the Unit (unit of measure), Ratio, Sales price, and Purchase cost fields for each additional unit of measure. The ratio is the number of base units in the specified unit. If needed, use the green plus sign or the More lines link to add additional lines in the Conversions table. When finished, Save and close.
          
4.    Repeat Step 3 for each item to which you want to assign units of measure.

Using units of measure on transactions

Once your units of measure are configured, you can use them on transactions. A dropdown list on each line item allows you to choose the unit of measure for that line item. The Units of Measure feature is available on all purchasing and sales transactions. It is not available within the manufacturing functions. Base units of measure should be used for input and output items on build and process transactions, as well as bills of materials (BOMs) and process templates.