By Clay Li on Monday, 06 January 2020
Category: Tutorial

How to Set up Units and Conversion

Units, or Units of Measure (UOMs), are useful in managing inventory items. They allow items to be ordered and stocked in different units. For instance, washers are ordered from vendors by boxes (10 in a box), but checked out individually. 

 1. Unit and Conversion

Adding an entry in "Unit Conversion" will fix the error above.

2. Unit Conversion at Unit

In some cases it is possible to define a unit conversion at Units for intrinsic conversion. For instance, a unit of "Hours" has a base unit of "Minutes", and the conversion is 60. To simplify conversion maintenance, you may choose to use "Unit Conversion" screen to manage the intrinsic conversion as well.

3. Item Unit and Conversion

The Unit and Conversion in the sections above are sufficient for inventory management. However, you could choose to overwrite a conversion at item level, or simply add a new unit and conversion. For instance, 


This section describes the option to overwrite "Unit Conversion" at item level.

4. Vendor Units

Vendor units and prices are defined based on vendor catalogs or contracts. They are used when placing orders.

 5. Stock vs. Vendor Units

Stock Unit configured in Items are used in operation while Vendor Units are used in ordering from vendors.

 6. Unit Refactoring Process

There are cases when a unit is not correctly set for an item. A refactoring process is necessary to correct the unit. The following is an example.

 After modifying Item's Unit to "Gallon".

7. Item Unit Reuse

This is an advanced feature for re-use management. You can achieve the same function with Item Unit (Section 3 above). It is available as an option to reuse item unit and conversion.

It is possible to reuse the item units (section 3 above) in other items by setting the "Unit item" field. This is a convenient feature to avoid the duplicate unit and conversion entries by items.

Additional resources

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