UOM (Unit of Measure)

UOM (Unit of Measure)

UOM (Unit of Measure) Configuration in TruePOS  

Overview  

Unit of Measure (UOM) refers to the standard measurements used to account for stock and express quantities in business operations. Examples include KG, Grams, Unit, PCS, PAC, ML, Ltr, Box, etc.

In TruePOS, UOM enables precise stock management, pricing, and item mapping for consistent data representation.

Purpose  

  1. Accurate Stock Management:

    • Standardizes the measurement of items for easier tracking.

  1. Multi-Level Mapping:

    • Allows mapping of both base and sub-units, ensuring flexibility in operations.

  1. Enhanced Inventory Control:

    • Prevents errors in inventory by using standardized conversions.

For Example:  
A retail store sells cooking oil in different packaging:

  • 5L Can

  • 1L Bottle

Without UOM Configuration:

  • The store struggles to manage inventory and pricing due to inconsistent measurements.

With UOM Configuration:

  • Base UOM: Ltr

  • Sub UOM for 5L Can: Base Volume = 5 Ltr

  • Sub UOM for 1L Bottle: Base Volume = 1 Ltr

  • Conversion: Automatically calculates stock depletion during sales based on UOM mapping.

How to Enable UOM and Map Items with UOM  

Step 1: Enable UOM Settings in Master Configuration  

  1. Navigate to Masters > More > Tools > Master Configuration.

 

  1. Click the Edit option for "Item."

  2. Search for "UOM" in the search field and enable the following options:

    • Base UOM

    • UOM Conversion Value

    • Sub UOM

    • Sub UOM Conversion Value

  1. Click Save to apply changes.

  2. Re-login to enable the updated settings.

 

 

Step 2: Define UOM in TruePOS  

  1. Go to Masters > Item > UOM.

 

  1. Click on Add Conversion to create a new UOM.

  2. Enter the UOM name (e.g., KG) and alias (optional).

  3. Click Save to store the UOM.

 

Step 3: Map UOM with Items  

  1. Go to Masters > Item > UOM vs Item Mapping.

  2. Select the item you want to map and click Edit.

  3. Enter the following details:

    • Base Volume/Qty: Define the standard quantity.

    • Base UOM: The main unit of measure (e.g., KG, Ltr).

    • Sub UOM: Alternative unit of measure (e.g., Gms, mL).

    • Rate: Conversion rate between Base UOM and Sub UOM.

    • Default UOM: Select the UOM for default usage.

  1. Save the mapping.


Step 4: Map UOM in the Item Packing Tab  

  1. Navigate to Masters > Item > Item.

  2. Open the Packing Tab.

  3. Map the following details for the respective item:

    • Base UOM

    • Sub UOM

    • Conversion value

  1. Save the changes.

Post-Configuration Usage  

  • Once UOM is configured and mapped, the system automatically calculates and displays quantities during:

    • Sales Transactions

    • Purchase Orders

    • Inventory Updates

  • Example: If a customer buys a 1KG sugar pack, the stock reduces accurately based on UOM mapping.

FAQs  

Q1. Can I define custom UOMs for my business?

  • Yes, TruePOS allows you to create and map custom UOMs tailored to your requirements.

Q2. What if an item has multiple packaging formats?

  • You can map each format with a Sub UOM and define its conversion rate.

Q3. How does UOM mapping impact pricing?

  • UOM mapping ensures accurate pricing by linking item rates with their corresponding units.

Q4. Is it possible to update UOM mappings later?

  • Yes, you can edit or add UOM mappings at any time from the UOM vs Item Mapping screen.

 

Conclusion  

UOM configuration in TruePOS provides a robust framework for managing inventory, pricing, and stock control efficiently. By enabling and mapping UOMs, businesses can standardize their operations and minimize errors, leading to smoother workflows and better accuracy.

 

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