Each item is associated with a stock unit of measurement (UoM). For instance, the UoM for pens might be “Nos” (numbers), while sand could be stocked in kilograms (kgs). However, when placing an order with a supplier, the UoM for an item may vary. For example, we might order one set/box of pens or one truckload of sand from our supplier. When creating a purchase transaction, you have the option to change the Purchase UoM for an item.

Scenario:

The item “Pen” is stocked in “Nos” but purchased in “Box”. Therefore, we will generate a Purchase Order for Pens in Boxes.

Step 1: Adjust UoM in the Purchase Order:

Within the Purchase Order, you’ll encounter two UoM fields:

• UoM
• Stock UoM

By default, both fields will retrieve the item’s default UoM. You should edit the UoM field and select the Purchase UoM (Box in this case). Updating the Purchase UoM is primarily for the supplier’s reference. In the print format, the item quantity will be displayed in the Purchase UoM.

Step 2: Update UoM Conversion Factors:

If one Box contains 20 Nos. of Pens, the UoM Conversion Factor would be 20.

Based on the quantity and Conversion Factor, the quantity will be calculated in the Stock UoM of the item. If you purchase just one Box, then the quantity in the Stock UoM will be set as 20.