Units & Conversions (UOM)
1. Overview & Unit Classification
What is the Units & Conversions Submodule for?
2. When to Use Units & Conversions
Piece / Count Packaging
Goods measured by discrete count (e.g. 1 Box = 12 Pieces, 1 Carton = 24 Boxes = 288 Pieces).
Weight & Mass Inventories
Raw materials or grocery commodities measured by mass (e.g., Kilogram, Gram, Metric Ton).
Product-Specific Conversion Override
Standard 1 Box contains 12 Pcs for general goods, but a special beverage brand contains 24 cans per Box.
3. 3-Tier Measurement Breakdown
The Units & Conversions page in Master Data > Units organizes measurement setup into three hierarchical tiers:
UOM Groups
Logical classification families isolating incompatible measurement dimensions (e.g., Weight vs Count vs Volume). Units can only convert to other units within the same UOM group.
Field Specifications & Usage Guide
| Field / Column | Input Type | Requirement | Description & Operational Guide |
|---|---|---|---|
code | Text (Group Code) | Required | Unique operational identifier code for the measurement group. Example: GRP-COUNT, GRP-WEIGHT, GRP-VOL |
name | Text (Group Name) | Required | Human-readable title for the measurement classification. Example: Discrete Count, Mass / Weight, Liquid Volume |
description | Text (Description) | Optional | Operational notes explaining group boundaries and usage scope. Example: Applies to countable retail items, garments, and packaged electronics. |
isActive | Select (Active / Inactive) | Required | Active status toggle. Inactive groups prevent adding new units. Example: Active |
- A measurement group cannot convert to a different group (e.g., Weight cannot convert directly to Volume without specific product density).
4. Mathematical Multi-Tier Conversions
The conversion multiplier determines stock ledger additions and deductions. The formula strictly operates as:
Selling 3 Boxes at Cashier Counter -> Deducts 3 * 12 = 36 Pieces from Stocks.
When Product is left unassigned, the ratio applies globally to every item in your catalog sharing that packaging unit.
When a specific product is chosen, this custom multiplier takes priority over the general rule for that exact item.
5. Data Dictionary & Field Guide
Field definitions and setup instructions for measurement groups, units, and conversion ratios:
| Field / Column | Input Type | Requirement | Description & Operational Guide |
|---|---|---|---|
uomGroupId | Dropdown (Measurement Group) | Required | Parent measurement family (e.g. Count, Mass, Volume). Example: Discrete Count |
code | Text (Unit Code) | Required | Unique unit code within its parent group. Example: PCS, BOX, KG |
name | Text (Unit Name) | Required | Official unit title. Example: Piece, Box 12, Kilogram |
isBase | Select (Base Unit? Yes / No) | Required | Identifies standard ledger unit (strictly 1 base unit per group). Example: Yes |
isDefault | Select (Default Unit? Yes / No) | Required | Default selection in transaction forms. Example: Yes |
decimalPlaces | Number (Decimal Places: 0 - 4) | Required | Number of decimal places allowed for transaction entries (0 - 4). Example: 0 for discrete items, 2 or 3 for weights |
factor | Decimal Number (Conversion Multiplier) | Required | Conversion ratio: 1 Packaging Unit = Multiplier * Base Unit. Example: 12.000000 |
6. Interface Preview & Unit Cards
7. Workflow: Setting Up Units & Ratios
Define UOM Group
Add Group ButtonIn "Master Data" -> "Units", stay on the "Groups" tab and click "Add Group". Specify a unique Code (e.g., GRP-COUNT) and Name (e.g., Discrete Count).
Create Base Unit of Measurement
Add UOM ButtonSwitch to the "UOM" tab and click "Add UOM". Select your new UOM Group, set Code to "PCS", Name to "Piece", and check "Is Base Unit". Set Decimal Places to 0.
Create Secondary Packaging Units
Add UOM FormAdd secondary units in the same group (e.g. Code "BOX", Name "Box 12"). Do not mark them as Base.
Configure Conversion Ratios
Add Conversion ButtonSwitch to the "Conversion" tab and click "Add Conversion". Select From UOM "Box 12", To UOM "Piece", enter Factor "12", and leave Product empty to apply globally.
8. Workflow: Updating Conversion Multipliers
Select Conversion or Unit Row
Filter and Search BarsNavigate to the appropriate tab (UOM or Conversion) and locate the record.
Adjust Ratio Factor or Remarks
Edit Action IconClick "Edit" to modify the multiplier factor or decimal places.
Save Updated Definition
Save ButtonClick "Save" to apply the updated ratio immediately across all active register terminals and warehouse forms.
9. Unit Deactivation & Ledger Protection
Base Unit Integrity Protection
Check Linked Products
Product Master SearchBefore deactivating a unit, verify that no active products in your catalog rely on it as their Base Unit or packaging unit.
Deactivate Status Flag
Active ToggleToggle status to "Inactive" to prevent staff from selecting this unit for new products while preserving past transactions and financial reports.
10. Cross-Module Impact on Inventory Ledger
Warehouse inventory balances are normalized into base unit quantities. If a purchase order receives 10 Boxes of 12 Pieces, warehouse physical stock increments by 120 Pieces.
Cashiers can select secondary units (e.g. 1 Box) on POS screens; line pricing and stock deductions calculate automatically via conversion factors.
Suppliers often quote in Cartons or Pallets. UOM conversions ensure wholesale purchase costs accurately translate into unit COGS.
Measurement Setup Pro-Tips
- Always set the smallest indivisible unit as the Base Unit (e.g., Piece, Gram, Milliliter) so conversion factors remain integers or simple multipliers.
- Configure decimal places accurately at creation: integer items should use 0 to avoid fraction errors at checkout, while weight commodities should use 2 or 3.