Selling in Different Unit (UoM)
Unit of Measure (UOM)
A UOM is a unit using which an Item is measured.
By default, there are many UOMs created in OneHash. However, more can be added depending on your business use case. In the UOM there is an option 'Must be Whole Number'. If this is checked, you cannot use fraction numbers in this UOM.
Managing Fractions in UOM
UOM stands for Unit of Measurement. Few examples of UOM are Numbers (Nos), Kgs, Litre, Meter, Box, Carton etc.
There are few UOMs which cannot have value in decimal places. For example, if we have television for an item, with Nos as its UOM, we cannot have 1.5 Nos. of television, or 3.7 Nos. of computer sets. The value of quantity for these items must be whole number.
You can configure if particular UOM can have value in decimal place or no. By default, value in decimal places will be allowed for all the UOMs. To restrict decimal places or value in fraction for any UOM, you should follow these steps.
For UOM list, go to:
Stock > Setting > UOM
From the list of UOM, select UOM for which value in decimal place is to be restricted. Let's assume that UOM is Nos.
In the UOM master, you will find a field called "Must be whole number". Check this field to restrict user from enter value in decimal places in quantity field, for item having this UOM.
While creating transaction, if you enter value in fraction for item whose UOM has "Must be whole number" checked, you will get error message stating:
Quantity cannot be a fraction at row #
The UoM list by itself only stores the name. The actual conversion rates are stored in a document called 'UOM Conversion Factor'. If you add new UOMs and plan to use it in transactions where it'll be converted to other UOMs, it is advised that you add it to this list.
For example, here 1 Kg is approximately 2.2 Pounds and the exact conversion factor is stored:
Selling in Different Unit (UOM)
A sell price unit of measure (UOM) is the UOM with which you price items. You can have multiple sell price UOMs for any inventory item. However, when Customer places, UOM for an item could change.
For example an Item Pen is stocked in Nos, but sold in Box. Hence we will make Sales Order for Pen in Box.
Step 1: In the Item master, under Unit of Measure section, you can list all the possible UOM of an item, with its UOM Conversion Factor. Update UOM Conversion Factors
In one Box, if you get 50 Nos. of Pen, UOM Conversion Factor would be 50.
Setp 2: In the Sale Order, you will find two UOM fields
-UOM -Stock UOM
In both the fields, default UOM of an item will be fetched by default. You should edit UOM field, and select Sale UOM (Box in this case). Updating Sales UOM is mainly for the reference of the Customer. In the print format, you will see item quantity in the Sales UOM.
Based on the Qty and Conversion Factor, qty will be calculated in the Stock UOM of an item. If you sell just one Box, then Qty as per stock UOM will be set as 10.
Stock Ledger Posting
Irrespective of the Sales UOM selected in the Sale Order, stock ledger posting will be done in the Default UOM of an item. Hence you should ensure that conversion factor is entered correctly while selling item in different UOM.
Updated on: 01/04/2023