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Units of Measure
A
Written by Ashok P
Updated over a month ago

You can access the Units of Measure setting in the Control Panel to add and manage units of measure.

Units of measure can be used for products in your catalog that are bought in different units than they are sold. This is useful for creating purchase orders so that accurate quantities are calculated. This field does not exist within projects.

To access the Units of Measure setting, click the following icon.

units cp.jpg

This will open the following form.

units dialog.jpg

Add and Manage Units of Measure

To add a unit of measure:

1/ Click New.

2/ Add a name for the unit of measure.

3/ Click Save.

Units of Measure in Catalog

You can assign the relevant unit of measure and set the appropriate number of units for products in your catalog.

In the example below, you are buying speakers in pairs but selling them as singles.

This method is recommended in SI if you are utilizing the drawing functionality in Visio/AutoCAD. This way, you will get a unique shape (and Component ID) for each speaker.

uom on product.jpg

Also, bulk wire is another example of something that we recommend you sell by the foot, but you buy the wire on spools of some length.

uom on product 2.jpg

When generating purchase orders, the math will be done for you, so you will be ordering the appropriate quantity. This applies to QuickBooks purchase orders as well.

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