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Original file line number Diff line number Diff line change
Expand Up @@ -18,27 +18,33 @@ Configuration
In the *Inventory* application, go to :menuselection:`Configuration --> Settings`. In
the *Products* section, activate *Units of Measure*, then *Save*.

.. image:: media/uom_01.png
.. image:: uom/01-setting.png
:align: center

Create New Units of Measure
===========================

In the *Inventory* application go to :menuselection:`Configuration --> UoM`. There,
hit *Create*. As an example, we will create a Box of 6 units that we
will use for the Egg product.
In the *Inventory* application go to :menuselection:`Configuration --> UoM Categories`.
The category is important for unit conversion, you will be able to
convert products from one unit to another only if those units belong to
the same category.

.. image:: media/uom_02.png
.. image:: uom/02-categories.png
:align: center

As an example, we will create a Box of 6 units that we will use for the Egg product.

The category is important for unit conversion, you will be able to
convert products from one unit to another only if those units belong to
the same category. The box of 6 is 6 times bigger than the reference
Hit on the *Unit* category.

Hit *Add a line*. As an example, we will create a Box of 6 units that we
will use for the Egg product.
The box of 6 is 6 times bigger than the reference
unit of measure for the category which is “Units” here.

.. image:: media/uom_03.png
.. image:: uom/03-add-uom.png
:align: center


Specify Units of Measure on your Products
=========================================

Expand All @@ -48,11 +54,12 @@ measure, and click on *Edit*.

In the *General Information* tab, you can select the *Unit of
Measure* in which the product will be sold, which is also the unit in
which internal transfers will take place. You can also select the
which internal transfers will take place. All quantities for this product across your
company will be expressed in this unit of measure. You can also select the
*Purchase Unit of Measure*, which is the unit in which you purchase
the product.

.. image:: media/uom_04.png
.. image:: uom/04-product.png
:align: center

Transfer from One Unit to Another
Expand All @@ -65,7 +72,7 @@ In the *Purchase* application, *Create* a new request for quotation
in which you include the product with the different *Units of Measure*
and *Confirm* it.

.. image:: media/uom_05.png
.. image:: uom/05-purchase.png
:align: center

On the automatically generated purchase orders, the UoM used is the Box
Expand All @@ -75,7 +82,7 @@ which is linked to the purchase order, you can observe that the 10 boxes
of 6 units have been converted in 60 units. Indeed, the stock is managed
in units.

.. image:: media/uom_06.png
.. image:: uom/06-receipt.png
:align: center

Replenishment
Expand All @@ -84,10 +91,10 @@ Replenishment
When doing a replenishment via the *Replenish* button on the product
form, you have the possibility to use a different unit of measure.

.. image:: media/uom_07.png
.. image:: uom/07-replenish.png
:align: center

.. image:: media/uom_08.png
.. image:: uom/08-replenish.png
:align: center

Sell in bigger UoM
Expand All @@ -97,11 +104,11 @@ You can choose the unit of measure on the sale order document and decide
to sell the eggs by the dozen. When doing so, the price is automatically
computed from Units UoM to adapt to the selected *UoM*.

.. image:: media/uom_09.png
.. image:: uom/09-sales.png
:align: center

In the delivery order, the *UoM* used in the sale order is converted
to the *UoM* used for stock management, in our use case, the Units.

.. image:: media/uom_10.png
.. image:: uom/10-delivery.png
:align: center
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