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Add a Unit of Measure for a Product

You can define multiple units of measure (UoMs) for each product. Use UoMs to efficiently manage orders for a product and its distribution.

Required Editions

For order taking, add a UoM of the product as a consumer unit by selecting the unit type as Consumer Unit. Additionally, mark another UoM as an order unit and price unit by selecting the Is Order Unit and Is Price Unit checkboxes.

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create a UoM:

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User
Note
Note Only the products with default UoM—Is Order Unit and Order Ability set to True—are prepopulated in the disposal list in the order items screen. When more than one UoM is marked as default, the UoM is selected based on the sort order assigned.

Add logistical units for a product to:

  • Define a hierarchy of logistical units.
  • Specify packaging and containment of logistical units in parent units.
  • Define attributes for independent logistical units, for example, specify whether a logistical unit is a default order unit of a product.
  • Specify the weight and volume of a product as per predefined units.
  1. From the App Launcher, find and select Products.
  2. Select a product.
  3. On the Units of Measure related tab, click New.
  4. Provide these details:
    Field Description
    Identification
    Unit Type

    UoM of a product. The options are:

    • Consumer Unit
    • Sales Unit
    • Layer
    • Pallet
    • All
    Sort Order of a unit in the hierarchy.
    Pieces per Parent Unit Number of pieces of the unit that makes one parent unit.
    Pieces per Smallest Unit Number of pieces of the smallest unit in the hierarchy that makes one unit.
    GTIN Global Trade Item Number of the product. This information is interfaced from an ERP system.
    Configuration
    Is Order Unit

    Indicates whether a UoM is the default order unit of the product.

    Products with the default UoM are prepopulated in the disposable list in new orders.
    Is Consumer Unit Indicates whether a UoM is the consumer unit of the product.
    Rounding Rule

    Specifies the rules for rounding of quantities entered while placing an order. You can round off only to the UoM marked as rounding targets. The options are:

    • Never: The ordered quantity isn’t rounded.
    • Up: The ordered quantity is rounded to a full value of the next higher rounding target.
    • Down: The ordered quantity is rounded to a full value of the next lower rounding target.
    • Nearest: The ordered quantity is rounded to a full value of the nearest rounding target.
    • User Exit: Suggest: The ordered quantity is rounded off per project customization.

    The unit of measure with the highest sort number must have the rounding rule Never.
    Order Ability

    Indicates whether a UoM is available for placing orders.

    Select Yes for products to be considered for prepopulation in the order items screen.

    Is Price Unit

    Indicates whether a UoM is the default unit for pricing.

    For prepopulation, on the order items screen, select Yes.
    Rounding Target Indicates whether a UoM can be used for rounding order quantities entered using smaller UoM.
    Pricing Relevant Size
    Weight Specifies the weight of a product in tons, kilograms, pounds, and ounces.
    Volume Specifies the volume of a product in liters, gallons, and cubic meters.
  5. Save your changes.