How do I create Primary UOM in items app?

Updated on November 5, 2021 06:55AM by Admin

You can add the primary UOM from Items app configuration. This unit of measure allows you to display the item's primary unit. By default, you cannot change the UOM category but you can add more than one primary UOM.

Steps to Create Primary UOM

  • Log in and access Items App from your universal navigation menu.
  • Click on the More(...) icon and select Settings.
Items
 
  • In the settings page, click on the Items and select the UOM Categories.
  • From the UOM categories page, select the UOM categories.
  • Click on the edit icon(...).






Settings
 
  • From the UOM category, click on the Add button.
UOM Category
 
  • Add UOM pop up opens where you can provide the mandatory details and click on the Add button.
Add UOM
 
  • The Primary UOM will get created.
  • Similarly, you can add a number to your required UOM.
  • You can select the Base UOM. You cannot change the Base UOM once selected. Here, Each is selected.
Base UOM
 
  • The created UOM will be disabled.
  • To enable, you have to add the Conversion.
  • Click on the Conversion Tab and select the Add UOM Conversion.






Conversion
 
  • On clicking on the “Conversion” field, you can create your conversions by clicking on the “Add UOM Conversion” button.
Add Conversion
 
  • The conversion gets created. You can edit if needed or disable when not required.
Added
 
  • Now, enable the Unit of Measures.
Enable
 
  • Now, edit any item's information using the "Edit" button on the Item view page and select the newly created Primary UOM for the UOM category "Quantity".






Edit Item
 

Related Links