Unit of Measure Sets

What is a Unit of Measure Set?

A Unit of Measure Set defines three things for a part/or inventory.

1. The base UOM (stocking unit of measure).
2. Conversions between the base UOM and other units of measure.
3. Sets the correct UOM conversion per category, ex: shipping, purchasing, and sales.

The base UOM (stocking) is what the inventory is normally transacted in during production. Often inventory is purchased, sold, and shipped in a different UOM than the base unit. The automatic conversion selected in the category will maintain precise inventory management.

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Conversions

For example, if inventory is purchased by the pound, but the base unit is in grams, with the stored conversion of 1lb = 453.592 g in the UOM set then inventory received in pounds will automatically convert from pounds to grams.

The base UOM will show on the Maintain Part page for each part.

How to Create a Unit of Measure Set

To view the list of Unit of Measure Sets, click on the gear icon in the top right of the page, then go to "All Lists" under Lists and find the "Unit of Measure Sets" option.

To create a new UOM set, click 'Add Unit Set'.

In the new aside, enter a name and a type for the unit set, then select the Stocking unit and add any conversions for Purchasing, Sales, and Shipping. Click 'Save' when finished.

Copying a Unit of Measure Set

Clicking the dropdown next to "Edit" for a UOM set will show an option to create a duplicate of the UOM set. You can then re-name the duplicate while keeping the same conversions from the original UOM.

The new UOM Set will now show in the list. Click the "Edit" button on the far right to open the UOM set settings. To add a new UOM conversion select the "Add Conversion" button, then enter the unit you want to convert to and the conversion factor. The Stocking Unit is the base UOM and cannot be changed.

Adding a UOM Set to a Part

Adding a UOM Set to a part can only be done when creating the part. This can be done by selecting the UOM set name under the "Unit Set" dropdown. Once the part has been saved, the UOM Set cannot be changed.

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Changing a UOM Set on an Existing Part

If you need to change the UOM Set on an existing part, DataNinja support can make that change! Just open a Support chat to get started.

Alternatively, you can delete the part and create a new one with the correct UOM assigned to it.