Overview

Being able to manage products in different units of measures is necessary if you have products or raw materials that are purchased in units of measure (UoM) that are different from how they are sold or handled.

Configuration

Go to Inventory -> Configuration -> Settings to activate Units of Measure and Save.

Creating new Units of Measure

To create a new UoM, go to Inventory -> Configuration -> Unit of Measure and click on the Create button. As an example, we will create a UoM called Dozen.

Unit conversions (e.g. from Dozen to Units) are only possible if both units belong to the same category. The Ratio field is used to define the conversion ratio between one unit of measure and the reference unit of measure for a specific UoM category. A unit of measure with Type setup as Reference Unit of Measure for this category is considered as a reference unit for the particular category.

Setup Units of Measure on products

Go to Inventory -> Master Data -> Products and open the product form for which you would like to change the purchase/sale unit of measure, and click on the Edit button.

Set the Unit of Measure in the General Information tab to the UoM in which the product will be sold. This will be the product's primary unit of measure for stock management. If the product is purchased in a different Unit of Measure than the sales UoM, select the Purchase Unit of Measure.

Operations involving conversion of units

Purchasing in a different Unit of Measure

When you select a product on a purchase order, the purchase UoM defined in the product is selected by default. However, you can change the UoM if needed.

The receipt generated upon confirming the purchase order will automatically convert the purchase UoM to the default UoM of the product.

On automatically generated draft purchase orders (via reordering rules), the Purchase UoM defined in the product is used by default. You can, however, change the UoM on the purchase order if needed before confirming it.

You can also select a different unit of measure for one-off replenishment when using the Replenish button on the product form.

Selling in a different UoM

You can use the UoM field on a sales order if you need to sell a product in a different unit of measure than the primary UoM.

The UoM is automatically converted to the primary UoM of the product on the delivery order.