Units of measure

Creating a New Unit of Measure

To create a new UoM:

1. Select a category (e.g., “Unit”).
2. Click Add a line in the Units of Measure
3. Enter details:
   • Unit of Measure: e.g., “Box of 6”.
   • Type: Indicate if it’s bigger or smaller than the reference.
   • Ratio: Set how many base units it contains (e.g., 6.00000).
   • Optionally, add a UNSPSC Category (international product classification code).

Setting UoMs on a Product

To assign UoMs:

1. Go to Inventory app → Products → Products.
2. Select a product.
3. On the General Information tab:
   • Unit of Measure: Used for sales, inventory, and internal transfers.
   • Purchase UoM: Used for purchasing operations.

Automatic Unit Conversion

Odoo automatically converts between units in various scenarios:

• Purchase Orders (POs): Purchase UoM is converted to inventory UoM.
• Replenishment: Automatically creates POs using the purchase UoM when inventory dips.
• Sales Orders (SOs): Sales UoM is converted to inventory UoM in deliveries.

Purchasing in a Different UoM

When creating an RFQ (Request for Quotation) in the Purchase app:

• The purchase UoM is used by default.
• After confirming the RFQ into a PO, click the Receipt
• Odoo will convert the PO UoM to the internal UoM automatically.

Replenishment with UoMs

You can trigger replenishment directly from a product record:

1. Click Replenish on the product page.
2. In the pop-up:
   • Enter the quantity in the purchase UoM.
   • Click Confirm to create the RFQ.

Note: A vendor must be listed in the product’s Purchase tab for automatic PO generation.

Navigate to the RFQ via the Forecasted smart button on the product form.