Units of Measure

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General

Units of measure (UOMs) are used in various modules to keep track of how much inventory your company has. Conversions between different UOMs are also managed in the Units of Measure Module.

List View

Filters
UOMs may be sorted on Name, Abbreviation, or UOM Type by clicking the filter heading. You may filter for UOMs that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking the Clear Filters button will clear your search. Any filters that are applied in list view will carry over to the List Navigator on the profile page.
Quick Action
  • Delete UOM - Removes the UOM from the list view and archives the record in LOCATE. This action cannot be undone from the list detail view. Note that a stock UOM cannot be deleted.

Clicking on a specific record takes you to the profile page of that UOM.

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UOM Profile Page

The UOM's name will be the name of the main sub-tab. Here, you will see an overview of the details.

Name and Abbreviation
The name and abbreviation for the UOM will be displayed here and may be edited at any time.
Measurement System
If the UOM is a measurement, the following systems are available to choose from:
  • None
  • Metric
  • US Imperial
UOM Type
The following UOM types are available in LOCATE:
  • Count
  • Weight
  • Length
  • Area
  • Volume
  • Time
Description
A description is optional.

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Module Navigation Bar

Conversions

This sub-tab allows you to view and/or add conversions as necessary. Conversions may only be modified for custom UOMs.

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Actions

  • Audit - The Audit sub-tab provides information about changes and events made to a UOM.
  • Delete UOM - Removes the UOM from the list view and archives the record in LOCATE. This action cannot be undone from the list detail view. Note that a stock UOM cannot be deleted.

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Create UOM

  1. Click the New UOM button at the top left of the UOM module.
  2. Fields:
    • Name and Abbreviation
    • UOM Type - This is the general measurement type which will determine appropriate conversions.
    • Measurement System - If the UOM is a measurement, you can select Metric, US Imperial, or None.
  3. Click Save.

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Create Conversion

UOM conversions may be created if the UOM is custom and the input and output UOMs are of the same type.

  1. Navigate to the UOM you wish to convert.
  2. Click onto the Conversions sub-tab.
    • Note that the output is based on a single (1) quantity of the input.
    • # - Enter as the quantity of the output UOM.
    • Output UOM - Select the name of the output UOM.
  3. Click Add New Conversion.

The conversion will be listed below, and the value may be edited or deleted with the respective buttons.

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Delete UOM

UOMs may be deleted from the list view under the Quick Action Menu, or:

  1. Navigate to the sales order you would like to delete.
  2. Click Actions, and select Delete UOM.
  3. When prompted, click Yes.

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