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Creating Products with Alternative Units of Measure

Last updated 21/08/2018

If you buy or sell in different units of measure, let Cin7 do the math for you!

Overview


Some products have different units of measure - perhaps you buy one pack of ten, but sell each item individually. Or maybe you buy tiles in packs, but sell by the square foot.

Cin7 can handle these situations easily; by setting a product up with an alternative unit of measure, you can calculate how much product to dispatch on the fly.

Setup


Before you can add in alternative units of measure, make sure that you have set the products module up correctly. To do this:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. From the Products menu, select Product Settings.
  3. From the Show Alternative Unit of Measures (UOM) drop-down, select Yes.
  4. Click Save.

This will add a few extra fields to the product details page.

How Alternative Units of Measure Work


Each product has a base unit of measure. When the inventory in Cin7 says you have 10 items in stock, this means you have 10 of your base unit of measure.

Each alternative unit of measure is going to be a multiple of the base unit of measure. This multiple could be a whole number or a decimal.

When you enter an order in your alternative unit of measure, the system will know to convert this using the multiple into the base unit of measure.

Take for example a rugby ball. I sell each rugby ball separately, but I buy them from my supplier in boxes of ten. I need to be able to order one box - but when I receive the goods, I need my inventory to show 10 units.

My base unit of measure will be single units, and my alternative unit of measure is going to be the box of ten.

In a purchase order, I will add my rugby ball product, choose the alternative unit of 'Box' and enter a qty of '1'. On receipt of this order, 10 balls will be added to the inventory.

Choosing your base unit of measure

It might not always be obvious what to choose as your base unit of measure. Ask yourself how you count your stock - if you look at the shelf and count the boxes, then boxes is your base unit. If you count the individual components, then use items as your base unit.

Creating a Product with Alternative Units of Measure


To create a product with alternative units of measure:

  1. Follow the basic product setup as detailed in Creating Products.
  2. Each product option that you create is going to be your base unit of measure.
  3. To add an alternative unit of measure, click Add UOM.
  4. In the UOM Qty field enter a multiple - this is how many alternative units make up one of your base unit of measure.
  5. Enter a unique code for this alternative.
  6. In the Option 1 column, enter the title of the alternative unit.
  7. Click Save and Close.

Example

Taking the example of the rugby ball above, we would set up the product to look like this:

Note that the second blue line underneath is the alternative unit of measure. Each line has its own unique code.

Each unit of measure has its own price and cost fields. If left blank, the base unit of measure price and costs are used.

Adding Promotions to Products with UOM Sizes Smaller than One


To add a promotion to a product with UOM size less than 1, calculate the UOM QTY Price by using the following formula:

UOM Price is equal to 1 over the UOM quantity, multiplied by the unit price.

For example, a product with a UOM quantity of 0.1 and a unit price of $2.50 per unit would result in the values shown below.

Creating Volume Discounts


Volume discounts can be applied to sales orders using Alternative Units of Measure, with a new unit being used for each tier.

To create a volume discount:

  1. Add a UOM, as described above, and enter the quantity required to get a volume discount.
  2. Enter the prices for purchases above that quantity threshold into the price columns for the new unit of measure.
  3. Click Save.