Unit Conversions can be entered on:

  • Raw Materials
  • Packaging Components
  • Products

Loading many at once: use the UOM Conversion import on the Products, Raw Materials or Packaging list to load conversions from a CSV of Product Code, From UOM, To UOM and Quantity (1 From UOM = Quantity To UOM). An existing conversion between the same two units is updated, not duplicated. See Data Import for the file layout.


Unit Conversions are used on:

  • Inwards Goods
  • Batches
  • Dispatches
  • Stock Adjustments


All stock transactions are held in the stocking unit of measure specified on a product. If you receipt, produce, dispatch, or adjust in a different unit of measure to this then you will need a conversion in place so the system knows how to get store transactions in the stocking unit of measure.


Inwards Goods

If you want to receipt goods in a different unit of measure to how you stock then you can do this by making sure there is a unit conversion in place on the raw material or packaging component.


Batches

Batches contain multiple places where unit conversions are required:

  • On the WIP/FG product for the recipe. i.e. recipe might be in one unit of measure, whilst the WIP/FG may be stocked in a different unit of measure.
  • On the ingredients within a recipe. i.e. recipe ingredients might have different unit of measures to those that the raw material or WIP product is stocked in.


If a recipe has a different unit of measure to the WIP/FG products stocking unit of measure then a unit conversion should be place on WIP/FG product.


If a recipe ingredient has a different unit of measure to the raw material or WIP product stocking unit of measure then a unit conversion should be entered on the raw material or WIP product.

In cases where the recipe ingredient has a non standard conversion, i.e. different to other recipes, then the unit conversion can be entered on the WIP/FG product itself. If this is done it will override the unit conversion on the raw material or WIP product.


Example:


RM1 (Raw Material) 

    - Stocked Unit of Measure = Kg

    - Unit Conversion 

        -Kg --> tsp = 100  (100 tsp = 1 Kg)


FG1 (Product)

    - Recipe 1

        - Ingredient RM1: 25 tsp

   - Unit Conversion 

        - Kg --> tsp = 50  (50 tsp = 1 Kg)


FG2 (Product)

    - Recipe 1

        - Ingredient RM1: 25 tsp

   - Unit Conversion 

       - None specified

  

BT1 (Batch)

   - Making FG1, 1xRecipe

   - Stock Consumed

       - RM1 0.5 Kg  (25tsp/50tsp)


BT2 (Batch)

   - Making FG2, 1xRecipe

   - Stock Consumed

       - RM1 0.25 Kg  (25tsp/100tsp)


Therefore when performing unit conversions on batch recipes the following rules apply:

  1. Find unit conversion on WIP/FG product to go from ingredient unit of measure to raw material or WIP unit of measure.
  2. If unit conversion not available then find unit conversion on raw material or WIP product to go from ingredient unit of measure to raw material or WIP unit of measure. 
  3. If unit conversion not available then cannot proceed and error displaying the required unit conversion.


Note: The system knows how to convert within the same metrics i.e. Kg to g, or tbs to tsp.

 

To validate the unit conversions in place on recipes you should create a recipe report and display the following fields:

  • Product
  • Version
  • Ingredient
  • Ingredient Onhand UOM (This is the stocking UOM for the ingredient)
  • Ingredient UOM (This is the unit of measure specified on the ingredient)
  • Unit Conversion (This is the conversion factor that will be used to consume stock)

This will highlight the unit of measures that need a conversion and what the current conversion factor are.


Dispatches

If you want to dispatch goods in a different unit of measure to how you stock then you can do this by making sure there is a unit conversion in place on the finished good product.


Stock Adjustments

If you want to adjust stock in a different unit of measure to how the product is stocked then you can do this by making sure there is a unit conversion in place on product you are adjusting.


Notes

If you would like to use a unit of measure such as BOX be explicit about the box when creating unit of measures. For example if you have different size boxes for different products then create unit of measures with the size incorporated in the code. This will help identify what conversions are for, for example if you have boxes that fit 6, 12, and 24 units then create the following unit of measures:

  • BOX-6
  • BOX-12
  • BOX-24


You should always try and enter the unit conversion as a whole number. you can do this by using the switch button to the from and to unit of measures if required.

For example if you have 12 bottles in a case you want to enter a conversion that gives 1 case = 12 bottles, having a conversion factor of 12, rather than 1 bottle =   0.08333 cases, having a conversion factor of 0.08333.