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How to Set up Units and Conversion

Units, or Units of Measure (UOMs), are useful in managing inventory items. They allow items to be ordered and stocked in different units. For instance, washers are ordered from vendors by boxes (10 in a box), but checked out individually. 

  • A site item may have a stock unit.
  • It may have different order units when ordering from vendors.
  • It is important that vendor units and stock units have conversion rates defined (discussed below). Otherwise, receiving orders to stock will fail with an error message of "Unit conversion failed..." including source and destination units (see screenshot below). 

 1. Unit and Conversion

​Units are common units in Calem.

  • Units are defined in Inventory | Codes | Unit of Measure
    • A unit may have a base unit and a conversion rate. For instance, a box with 20 items in it. A day has 24 hours.
  • Unit conversions are defined in Inventory | Codes | Unit Conversion
    • Additional conversions between units are defined in Unit Conversion table.

2. Item Unit and Conversion

The Unit and Conversion in the section above is sufficient for inventory management. However, if there is a need to restrict units that can be used for an item, you may achieve it with item unit and conversion. 

  • Menu path: Inventory | Unit Tab | Item Uom Set
    • List of Units allowed for this item
  • ​Menu path: Inventory | Unit Tab | Unit Conversion
    • Item conversions override the conversion rates in Unit and Conversion above.

2.1 Item Unit Reuse

The item units defined above can be reused in other items by setting the "Unit item" field. This is a convenient feature to avoid the duplicate data entries.

3. Vendor Units

Vendor units and prices are defined based on vendor catalogs or contracts.

  • Menu path: Purchase | Open | Vendor Prices 
  • You may configure conversion rates from order units to stock units when they are different. Otherwise, receiving to storeroom will fail.
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