V9 - 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 Tools & settings > Configuration > Inventory > General.
    2. Scroll down and select the Use units of measure check box, then Save.
       
  2. Define the units of measure that you want to use.
    1. Go to Tools & settings > Configuration > Lists > Units of measure.
    2. Select the +Add button to add a new unit of measure.
    3. Complete the Name and Abbreviation fields for the unit of measure, then save. 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.
    4. Repeat Steps 2b-2c 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 > 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 dropdown to open the item's Units of measure page.
    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 UOM 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 in which the item is stored. The base unit is typically the smallest unit you would use.
      2. In the 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 add_circle icon to add additional lines to the table. When finished, Save and close.
         
  4.    Repeat Step 3 for each item to which you want to assign units of measure.

 

edit_noteNOTE: If you try to delete an item's unit of measure in the UOM table, it must not be used on any transaction.
infoTIP: You can accomplish the same effect as units of measure by creating a separate item to represent a specific unit of measure—a case, for example. This would allow you to know exactly how many cases are in stock relative to individual units. Each case would be set up as a kit (item group).  

 

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, sales, and manufacturing transactions. Base units of measure should be used for input and output items on bills of materials (BOMs) and process templates.

 

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