Units of Measure

Units of Measure settings define measurement standards for products, enabling accurate inventory tracking, purchasing, and sales across different unit types.

Overview

Units of Measure enables you to:

• Define measurement units
• Create unit conversions
• Set default units per product
• Configure unit groups
• Support multi-unit transactions
• Manage packaging units

Accessing Units Settings

Navigate to Settings → Products → Units of Measure from the main menu.

Unit Configuration

Unit List

Units of Measure

Active Units:
┌────────────────────────────────────────────────────────────────┐
│ Symbol│ Name          │ Group      │ Base Unit │ Products     │
├────────────────────────────────────────────────────────────────┤
│ EA    │ Each          │ Count      │ ✓ Base    │ 5,678        │
│ PK    │ Pack          │ Count      │ = 6 EA    │ 234          │
│ CS    │ Case          │ Count      │ = 24 EA   │ 156          │
│ DZ    │ Dozen         │ Count      │ = 12 EA   │ 89           │
│ LB    │ Pound         │ Weight     │ ✓ Base    │ 1,234        │
│ OZ    │ Ounce         │ Weight     │ = 0.0625 LB│ 567         │
│ KG    │ Kilogram      │ Weight     │ = 2.205 LB│ 345          │
│ G     │ Gram          │ Weight     │ = 0.0022 LB│ 123         │
│ FT    │ Foot          │ Length     │ ✓ Base    │ 456          │
│ IN    │ Inch          │ Length     │ = 0.0833 FT│ 234         │
│ M     │ Meter         │ Length     │ = 3.281 FT│ 189          │
└────────────────────────────────────────────────────────────────┘

[+ Add Unit] [Import Units] [Manage Groups]

Create Unit

Create Unit of Measure

Basic Information:
├─ Symbol: [BX]
├─ Name: [Box]
├─ Plural Name: [Boxes]
├─ Description: [Standard shipping box]
└─ Status: [Active ▼]

Unit Group: [Count ▼]
├─ Count
├─ Weight
├─ Volume
├─ Length
├─ Area
├─ Time
└─ [+ Create Group]

Conversion:
├─ ● This is the base unit for its group
└─ ○ Convert to base unit:
   ├─ 1 [BX] = [12] [EA]
   └─ Conversion factor: 12.000000

Display Options:
├─ Decimal places: [0]
├─ [x] Show symbol on documents
├─ [x] Allow fractional quantities
└─ Rounding: [Standard ▼]

[Cancel] [Save Unit]

Unit Groups

Unit Groups

Manage Groups:
┌────────────────────────────────────────────────────────────────┐
│ Group     │ Base Unit │ Units  │ Description                   │
├────────────────────────────────────────────────────────────────┤
│ Count     │ Each (EA) │ 8      │ Discrete countable items      │
│ Weight    │ Pound (LB)│ 6      │ Mass measurements             │
│ Volume    │ Gallon (GL)│ 5     │ Liquid/bulk measurements      │
│ Length    │ Foot (FT) │ 5      │ Linear measurements           │
│ Area      │ Sq Ft (SF)│ 3      │ Surface area measurements     │
│ Time      │ Hour (HR) │ 4      │ Time-based measurements       │
└────────────────────────────────────────────────────────────────┘

[+ Add Group]

Create Group

Create Unit Group

Group Information:
├─ Name: [Custom Group]
├─ Description: [Description of this unit group]
└─ Status: [Active ▼]

Base Unit:
├─ Base Unit: [Select existing or create new ▼]
├─ Base Symbol: [__]
└─ All conversions in this group will reference the base unit

Usage:
├─ [ ] Available for inventory
├─ [ ] Available for purchasing
├─ [ ] Available for sales
└─ [ ] Available for manufacturing

[Cancel] [Save Group]

Unit Conversions

Conversion Setup

Unit Conversions

Group: Count

Conversion Matrix:
┌────────────────────────────────────────────────────────────────┐
│ From  │ To    │ Factor     │ Formula                          │
├────────────────────────────────────────────────────────────────┤
│ EA    │ (Base)│ 1          │ -                                │
│ PK    │ EA    │ 6          │ 1 PK = 6 EA                      │
│ DZ    │ EA    │ 12         │ 1 DZ = 12 EA                     │
│ CS    │ EA    │ 24         │ 1 CS = 24 EA                     │
│ PL    │ CS    │ 48         │ 1 PL = 48 CS = 1,152 EA          │
└────────────────────────────────────────────────────────────────┘

Conversion Calculator:
├─ From: [10] [CS ▼]
├─ To: [EA ▼]
└─ Result: 240 EA

[+ Add Conversion] [Edit Conversions]

Product-Specific Conversions

Product Unit Configuration

Product: Widget Pro (SKU: WDG-001)

Default Units:
├─ Inventory Unit: [EA ▼]
├─ Purchase Unit: [CS ▼]
├─ Sales Unit: [EA ▼]
└─ [x] Allow unit selection on transactions

Product Conversions:
┌────────────────────────────────────────────────────────────────┐
│ Unit  │ Conversion    │ Cost/Price   │ Barcode               │
├────────────────────────────────────────────────────────────────┤
│ EA    │ 1 EA (Base)   │ $19.99       │ 012345678901          │
│ PK    │ 1 PK = 6 EA   │ $109.99      │ 012345678902          │
│ CS    │ 1 CS = 24 EA  │ $399.99      │ 012345678903          │
│ PL    │ 1 PL = 48 CS  │ $17,999.99   │ 012345678904          │
└────────────────────────────────────────────────────────────────┘

[+ Add Unit] [Edit Conversions]

Packaging Units

Package Configuration

Packaging Units

Package Definitions:
┌────────────────────────────────────────────────────────────────┐
│ Package │ Contains      │ Dimensions (L×W×H) │ Weight         │
├────────────────────────────────────────────────────────────────┤
│ Inner   │ 6 EA          │ 8" × 6" × 4"      │ 2.5 lbs        │
│ Master  │ 4 Inner (24EA)│ 18" × 12" × 10"   │ 12 lbs         │
│ Pallet  │ 48 Master     │ 48" × 40" × 60"   │ 620 lbs        │
└────────────────────────────────────────────────────────────────┘

Shipping Units:
├─ [x] Enable package-based shipping
├─ [x] Auto-calculate package weight
├─ [x] Include packaging weight
└─ Packaging weight margin: [5]%

[+ Add Package Type]

Package Details

Package Type Details

Package: Master Case

Package Information:
├─ Name: [Master Case]
├─ Code: [MC]
├─ Description: [Standard master shipping case]
└─ Status: [Active ▼]

Contents:
├─ Contains: [4] [Inner Pack ▼]
├─ Total Units: 24 EA
└─ [x] Allow partial packages

Dimensions:
├─ Length: [18] inches
├─ Width: [12] inches
├─ Height: [10] inches
├─ Volume: 2,160 cubic inches
└─ Dimensional Weight: 15 lbs

Weight:
├─ Package Weight (empty): [0.5] lbs
├─ Max Content Weight: [15] lbs
├─ Total Max Weight: 15.5 lbs
└─ [x] Include in shipping calculations

[Save Package Type]

Unit Usage

Transaction Units

Unit Selection in Transactions

Sales Order: SO-2026-0892

Line Items:
┌────────────────────────────────────────────────────────────────┐
│ Product      │ Qty  │ Unit│ Unit Price│ Extended │ Inventory   │
├────────────────────────────────────────────────────────────────┤
│ Widget Pro   │ 5    │ CS ▼│ $399.99   │ $1,999.95│ -120 EA     │
│ Gadget Plus  │ 24   │ EA ▼│ $29.99    │ $719.76  │ -24 EA      │
│ Cable Kit    │ 2    │ PK ▼│ $49.99    │ $99.98   │ -12 EA      │
└────────────────────────────────────────────────────────────────┘

Unit Conversion Preview:
├─ Widget Pro: 5 CS = 120 EA (inventory impact)
├─ Gadget Plus: 24 EA = 24 EA
└─ Cable Kit: 2 PK = 12 EA

[x] Show conversions on printed documents

Inventory by Unit

Inventory Unit View

Product: Widget Pro (SKU: WDG-001)
Total On Hand: 2,400 EA

View by Unit:
┌────────────────────────────────────────────────────────────────┐
│ Unit  │ On Hand  │ Available │ Committed │ On Order           │
├────────────────────────────────────────────────────────────────┤
│ EA    │ 2,400    │ 2,160     │ 240       │ 480                │
│ PK    │ 400      │ 360       │ 40        │ 80                 │
│ CS    │ 100      │ 90        │ 10        │ 20                 │
│ PL    │ 2.08     │ 1.875     │ 0.208     │ 0.417              │
└────────────────────────────────────────────────────────────────┘

Location Breakdown (by EA):
├─ Main Warehouse: 1,800 EA
├─ Store Front: 400 EA
└─ Distribution Center: 200 EA

[Change Unit View ▼]

Import/Export

Import Units

Import Units of Measure

Upload File:
┌────────────────────────────────────────────────────────────────┐
│                                                                │
│     [Drag and drop file here or click to browse]               │
│                                                                │
│     Supported formats: CSV, XLSX                               │
│                                                                │
└────────────────────────────────────────────────────────────────┘

Required Columns:
├─ symbol (required)
├─ name (required)
├─ group (required)
├─ is_base_unit (true/false)
├─ conversion_factor (if not base)
└─ convert_to_symbol (if not base)

[Download Template] [Upload File]

Export Units

Export Units of Measure

Export Options:
├─ Format: [CSV ▼]
├─ Include: [All Units ▼]
│  ├─ All Units
│  ├─ Active Only
│  ├─ By Group
│  └─ By Product Assignment
└─ Include conversions: [x]

Export Content:
├─ [x] Unit definitions
├─ [x] Conversion factors
├─ [x] Group assignments
├─ [ ] Product associations
└─ [ ] Package definitions

[Export Units]

Settings

Global Settings

Unit of Measure Settings

Default Behavior:
├─ Default Unit (new products): [Each ▼]
├─ Allow fractional quantities: [Per Unit Setting ▼]
├─ Decimal precision: [4] places
└─ Rounding method: [Standard ▼]

Transaction Settings:
├─ [x] Allow unit changes on orders
├─ [x] Show conversion on documents
├─ [x] Auto-convert to inventory unit
└─ [ ] Require unit confirmation

Display Options:
├─ Symbol position: [After quantity ▼]
├─ Separator: [Space ▼]
├─ Example: 24 EA
└─ [x] Use plural names for qty > 1

[Save Settings]

Best Practices

Unit Setup

• Define clear base units
• Use standard abbreviations
• Document conversion factors
• Test calculations thoroughly

Conversions

• Verify conversion accuracy
• Use consistent precision
• Test both directions
• Update related products

Products

• Set appropriate defaults
• Consider transaction types
• Configure all needed units
• Maintain barcodes per unit

Troubleshooting

Common Issues

Conversion errors

• Verify conversion factors
• Check decimal precision
• Review base unit settings
• Test with calculator

Unit not available

• Check unit status
• Verify group assignment
• Review product configuration
• Check transaction type

Inventory discrepancies

• Review unit conversions
• Check transaction history
• Verify base unit
• Audit recent changes

Related Documentation

Learn about Products for unit assignment on items.