How do I Configure UOM Categories in the Items App?

Updated on January 17, 2018 04:01am by Admin

Apptivo Items App provides you with the opportunity of configuring UOM Categories. You can create your UOM and add a formula, conversion for those UOM. Follow the steps below to configure the UOM Categories.

Steps to Configure UOM Categories in Items App

  1. Login and access to the Items App from the Universal Navigation menu bar.
  2. Click on “More(...) -> Settings” icon from the App header bar.
    settings
  3. You will be directed to the settings page. Click on “Items -> UOM Categories” from the left navigation panel.
    uom categories
  4. Tap on “Create” button to create new UOM Category.
  5. Create UOM Category” popup appears where you can provide the UOM Name, Description and Type. Click on Create button to finish it.
    create uom category
  6. UOM category is created successfully.
    category created
  7. Now you can add your Unit of Measurement by clicking on “Add” button.
  8. Add UOM” pop up opens where you can provide the mandatory details and click on Add button.
    add uom
  9. Similarly, you can add n number of your required UOM.
  10. You can select the Base UOM. You cannot change the Base UOM once selected. Here Length is selected.
    base uom
  11. On clicking on “Conversion” field, you can create your conversions by clicking on “Add UOM Conversion” button.
    add uom conversion
  12. The conversion gets created. You can edit if needed or disable when not required.
    conversion
  13. Now, when the UOM Category type is “Compound”, you can view another field “Compound Formula”. In this field, you can add your required formula needed for UOM.
    compound
  14. Click on “Add” button to add your own formula. Provide with a name, description and start with your formula and finish by tapping on “Create” button.
    create formula
    Note - We have included a new attribute called “Ordered UOM” in the Units of Measurement section, which will display only if the UOM Category has a Compound Formula.
  15. Formula gets successfully added to the UOM category.
     formula added
  16. Move on to Overview page on any items and you will view the Ordered UOM field with the created formula.
    overview page

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