Units of Measure Sets (UoM Sets)

Units of Measure Sets (UoM Sets)

Units of Measure Sets (UoM)

A Unit of Measure Set is a group of units that are applied to an item. Let’s say you have a candy store, for example. You buy the bars by the case, and sell them by the box to smaller candy stores and by the bar to the individual customer. The Unit of Measure Sets feature maintains proper inventory counts and allow 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 12 boxes, or 144 bars. One of these units must be the base unit – the unit you are regarding as 1. In the example, this is the bar. The rest of the units (box, case) are the related units. This information is collectively known as a unit of measure set.

The conversion factor is stored in the set along with the unit. The set is given a name so that it is easily identified and may be used on other items, as long as the factors remain the same. A set may contain as many units of measure as is needed, and may only contain one. Below is an example of a set in CustomBooks™.

Creating a Unit of Measure Set

  1. Navigate to Inventory → Units of Measure Sets.
  2. Click Create. 
  3. Enter a Name for the unit of measure set.
  4. Enter the Base Unit and its Abbreviation.
  5. Click Save.
  6. Click the Add button to add a Related Unit and its Factor as it relates to the base.
  7. Repeat step 6 until all of the related units have been entered.
  8. Choose a Default Purchasing Unit. This will default on purchase orders.
  9. Choose a Default Sales Unit. This unit will be the default on sales documents.


Creating Units of Measure (UoM) Set in CustomBooks™


Using Units of Measure Sets

  • On a line item, you may change the unit of measure and the quantity will be adjusted using the factor as the calculation.
  • Inventory will be tracked automatically.



Using Units of Measure Sets


Units of Measure Tips and Tricks

  • The factor may be a decimal.
  • Use a set on multiple items (be sure to name it generically so it is easily understood what the set contains).
  • Use the smallest unit of measure as the base, in most cases.
  • Be careful to not change the related units on the set or factors to ensure accurate inventory.
  • In documents that give quantity, the unit is always the base unit.
  • In inventory adjustments, the quantity is in the base unit of measure.


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