Units of Measure Sets (UoM Sets) in CustomBooks™

Units of Measure Sets (UoM Sets)

Units of Measure Sets (UoM Sets) in CustomBooks™

A Units of Measure Set is a group of units applied to an item. For example, imagine you run a candy store. You purchase candy bars by the case, sell them by the box to smaller stores, and individually by the bar to customers. The Units of Measure Sets feature maintains accurate inventory counts and allows you to use the appropriate unit of measure based on the situation. In this case, the units used are bar, box, and case. A box contains 12 bars, and a case contains 12 boxes, or 144 bars. One of these units must be the Base Unit – the unit considered as "1." In this example, the base unit is the bar, while the box and case are Related Units. This information is collectively known as a Units of Measure Set.

The conversion factor is stored in the set along with the unit. The set is named so that it can be easily identified and applied to other items, as long as the conversion factors remain the same. A set may contain as many units of measure as needed, or just one. Below is an example of a set in CustomBooks™.




Viewing Units of Measure Sets

To view UoM Sets:
  1. Navigate to Lists > Units of Measure Sets or Inventory > Units of Measure Sets.


Creating a New UoM Set

To create a new UoM Set:
  1. Go to Lists > Units of Measure Sets or Inventory > Units of Measure Sets.
  2. Click Create > New.
  3. Enter a UoM Set Name, Base Unit Name, and Abbreviation.
  4. Click Save or Save and Close.


Related Units

A Related Unit refers to a secondary or alternative unit of measure that is linked to the primary unit. This allows items to be managed, purchased, sold, or tracked in different units that are related to each other through a conversion factor.

Viewing Units

To view the list of Units:
  1. Navigate to Lists > Units or Inventory > Units.



To add a related unit:
  1. Open an existing UoM Set by navigating to Lists > Units of Measure Sets or Inventory > Units of Measure Sets.
  2. In the Related Units section, click Create to add a related unit. Enter the new unit Name,  Abbreviation, and define its conversion factor. Save the new unit/related unit.
  3. Repeat until all related units are entered.
  4. Set the Unit Defaults:
    Default Purchasing Unit: Automatically selected on purchase orders.
    Default Sales Unit: Automatically selected on sales documents.
  5. Save the UoM Set.



Tips for Using Units of Measure Sets

  1. The factor can be a decimal.
  2. Use a set of units for multiple items (be sure to name it generically so it's clear what the set contains).
  3. In most cases, use the smallest unit of measure as the base unit.
  4. Be careful not to change the related units or factors in the set to ensure accurate inventory tracking.
  5. In documents that provide quantity, the unit is always the base unit.
  6. In inventory adjustments, the quantity is recorded in the base unit of measure.