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
Adding an entry in "Unit Conversion" will fix the error above.
- Units are defined in Inventory | Codes | Unit of Measure
- Unit conversions are defined in Inventory | Codes | Unit Conversion
2. Unit Conversion at Unit
In some cases it is possible to define a unit conversion at Units for intrinsic conversion. For instance, a unit of "Hours" has a base unit of "Minutes", and the conversion is 60. To simplify conversion maintenance, you may choose to use "Unit Conversion" screen to manage the intrinsic conversion as well.
3. Item Unit and Conversion
The Unit and Conversion in the sections above are sufficient for inventory management. However, you could choose to overwrite a conversion at item level, or simply add a new unit and conversion. For instance,
- The conversion from "Case" to "Bottle" is 12 in the "Unit Conversion" table.
- For item "TEST-001" the "Case" to "Bottle" is 24.
- You may add a new unit "Case24", and a new entry at "Unit Conversion" table.
- Alternatively, you may define a conversion from "Case" to "Bottle" for item "TEST-001" only.
This section describes the option to overwrite "Unit Conversion" at item level.
- 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.
4. Vendor Units
Vendor units and prices are defined based on vendor catalogs or contracts. They are used when placing orders.
- 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.
5. Stock vs. Vendor Units
Stock Unit configured in Items are used in operation while Vendor Units are used in ordering from vendors.
- Stock units are converted to vendor units when ordering parts based on min/max by Calem.
- For instance, the stock quantity to order is 30 pieces (EA) based on min/max, while the primary vendor unit is Box-10 (10 pieces in a box). When a REQ is created by Calem based on min/max (auto-generated by configuration, or manual created from Order List by Min/Max in Inventory Report), the quantity of 3 with unit of Box-10 will be ordered from the primary vendor.
- The unit conversion can be defined from Box-10 to EA so the conversion can be done by Calem when using vendor units for ordering.
6. Item Unit Reuse
It is possible to reuse the item units (section 3 above) in other items by setting the "Unit item" field. This is a convenient feature to avoid the duplicate unit and conversion entries by items.