{"id":18617,"date":"2026-05-28T10:47:48","date_gmt":"2026-05-28T10:47:48","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=18617"},"modified":"2026-06-08T08:09:58","modified_gmt":"2026-06-08T08:09:58","slug":"how-to-configure-unit-of-measure-in-idempiere-for-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-configure-unit-of-measure-in-idempiere-for-retail\/","title":{"rendered":"How to Configure Unit of Measure in iDempiere for Retail"},"content":{"rendered":"\n

The Unit of Measure (UOM) window defines the measurement units used for products, inventory, purchasing, sales, and transactions. Unit of measure determines how products are quantified throughout the system.<\/p>\n\n\n\n

Business Value<\/strong> – In retail, UOM configuration supports products sold individually, by weight, by volume, by packaging unit, or by length \u2014 ensuring accurate quantities across purchasing, warehousing, and sales.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Prerequisites<\/strong><\/h2>\n\n\n\n

Before starting, ensure the following:<\/p>\n\n\n\n

    \n
  • Initial Tenant Setup completed successfully<\/li>\n\n\n\n
  • Product master data is available or planned<\/li>\n<\/ul>\n\n\n\n

    Business Rules<\/h2>\n\n\n\n
      \n
    • Never Inactivate System UOMs System-provided UOMs (Day, Week, Month, Year) must never be deactivated \u2014 they are referenced by other modules. Inactivating them breaks scheduling, service, and other dependent configurations.<\/li>\n\n\n\n
    • Set Precision Based on UOM Type Whole-unit UOMs (EA, PCS, CASE) must use Standard Precision = 0. Weight, volume, and length UOMs (KG, LT, MTR) must use Standard Precision = 2 or 3. Wrong precision causes quantity and costing errors.<\/li>\n\n\n\n
    • No Duplicate UOM Codes Every UOM must have a unique UOM Code. Always check existing system records before creating a new one. Duplicates cause conflicts in product assignment and reporting.<\/li>\n\n\n\n
    • Conversions Are Configured Separately UOM conversion factors (e.g., 1 CASE = 24 PCS) are never set inside the UOM record. They must be configured in the dedicated UOM Conversion window.<\/li>\n<\/ul>\n\n\n\n

      Navigation<\/strong><\/h2>\n\n\n\n

      Open the Unit of Measure window:<\/p>\n\n\n\n

      Menu \u2192 Material Management \u2192 Material Management Pricing \u2192 Unit of Measure<\/p>\n\n\n\n

      Step-by-Step Configuration<\/strong><\/h2>\n\n\n\n

      Step 1: Open Unit of Measure Window<\/strong><\/h3>\n\n\n\n

      Navigate to the menu path above. The window displays all existing UOM records, including system-provided defaults.<\/p>\n\n\n\n

      Step 2: Create New Record<\/strong><\/h3>\n\n\n\n

      Click New Record (+) to open a blank form. Enter the required values.<\/p>\n\n\n\n

      Field Reference<\/strong><\/h3>\n\n\n\n
        \n
      • UOM Code \u2014 <\/strong>Unique identifier for the unit (e.g., EA, KG, MTR)<\/li>\n\n\n\n
      • Symbol \u2014 <\/strong>Short representation displayed in transactions (e.g., Ea, kg, m)<\/li>\n\n\n\n
      • Name \u2014 <\/strong>Full display name of the unit<\/li>\n\n\n\n
      • Description \u2014 <\/strong>Business purpose of the unit<\/li>\n\n\n\n
      • Active \u2014 <\/strong>Makes the UOM available for use in transactions<\/li>\n\n\n\n
      • Default \u2014 <\/strong>Marks as the system-wide default measurement unit<\/li>\n\n\n\n
      • Standard Precision \u2014 <\/strong>Controls decimal places for quantity fields<\/li>\n\n\n\n
      • Costing Precision \u2014 <\/strong>Controls decimal places for cost calculations<\/li>\n<\/ul>\n\n\n\n

        Step 3: Configure Standard Retail UOMs<\/strong><\/h3>\n\n\n\n

        Set up the following UOMs for retail operations:<\/p>\n\n\n\n

        EA \u2014 Each<\/strong><\/h3>\n\n\n\n
        Field<\/strong><\/td>Value<\/strong><\/td><\/tr><\/thead>
        UOM Code<\/strong><\/td>EA<\/td><\/tr>
        Symbol<\/strong><\/td>Ea<\/td><\/tr>
        Name<\/strong><\/td>Each<\/td><\/tr>
        Description<\/strong><\/td>Individual item unit<\/td><\/tr>
        Standard Precision<\/strong><\/td>0<\/td><\/tr>
        Costing Precision<\/strong><\/td>2<\/td><\/tr>
        Active<\/strong><\/td>Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Used for: shirts, shoes, bags, electronics \u2014 any product counted as individual units.<\/p>\n\n\n\n

        PCS \u2014 Piece<\/strong><\/h3>\n\n\n\n
        Field<\/strong><\/td>Value<\/strong><\/td><\/tr><\/thead>
        UOM Code<\/strong><\/td>PCS<\/td><\/tr>
        Symbol<\/strong><\/td>Pc<\/td><\/tr>
        Name<\/strong><\/td>Piece<\/td><\/tr>
        Description<\/strong><\/td>Single product unit<\/td><\/tr>
        Standard Precision<\/strong><\/td>0<\/td><\/tr>
        Costing Precision<\/strong><\/td>2<\/td><\/tr>
        Active<\/strong><\/td>Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Used for: accessories and individually counted products.<\/p>\n\n\n\n

        CASE \u2014 Case<\/strong><\/h3>\n\n\n\n
        Field<\/strong><\/td>Value<\/strong><\/td><\/tr><\/thead>
        UOM Code<\/strong><\/td>CASE<\/td><\/tr>
        Symbol<\/strong><\/td>C<\/td><\/tr>
        Name<\/strong><\/td>Case<\/td><\/tr>
        Description<\/strong><\/td>Bulk packaging unit<\/td><\/tr>
        Standard Precision<\/strong><\/td>0<\/td><\/tr>
        Costing Precision<\/strong><\/td>2<\/td><\/tr>
        Active<\/strong><\/td>Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Used for: supplier packaging and warehouse stock handling. Example: 1 CASE = 24 PCS.<\/p>\n\n\n\n

        KG \u2014 Kilogram<\/strong><\/h3>\n\n\n\n
        Field<\/strong><\/td>Value<\/strong><\/td><\/tr><\/thead>
        UOM Code<\/strong><\/td>KG<\/td><\/tr>
        Symbol<\/strong><\/td>kg<\/td><\/tr>
        Name<\/strong><\/td>Kilogram<\/td><\/tr>
        Description<\/strong><\/td>Weight measurement unit<\/td><\/tr>
        Standard Precision<\/strong><\/td>3<\/td><\/tr>
        Costing Precision<\/strong><\/td>4<\/td><\/tr>
        Active<\/strong><\/td>Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Used for: fruits, vegetables, rice, and other weight-based products.<\/p>\n\n\n\n

        LT \u2014 Liter<\/strong><\/h3>\n\n\n\n
        Field<\/strong><\/td>Value<\/strong><\/td><\/tr><\/thead>
        UOM Code<\/strong><\/td>LT<\/td><\/tr>
        Symbol<\/strong><\/td>L<\/td><\/tr>
        Name<\/strong><\/td>Liter<\/td><\/tr>
        Description<\/strong><\/td>Liquid measurement unit<\/td><\/tr>
        Standard Precision<\/strong><\/td>3<\/td><\/tr>
        Costing Precision<\/strong><\/td>4<\/td><\/tr>
        Active<\/strong><\/td>Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Used for: milk, juice, oil, and other liquid products.<\/p>\n\n\n\n

        MTR \u2014 Meter<\/strong><\/h3>\n\n\n\n
        Field<\/strong><\/td>Value<\/strong><\/td><\/tr><\/thead>
        UOM Code<\/strong><\/td>MTR<\/td><\/tr>
        Symbol<\/strong><\/td>m<\/td><\/tr>
        Name<\/strong><\/td>Meter<\/td><\/tr>
        Description<\/strong><\/td>Length measurement unit<\/td><\/tr>
        Standard Precision<\/strong><\/td>2<\/td><\/tr>
        Costing Precision<\/strong><\/td>4<\/td><\/tr>
        Active<\/strong><\/td>Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Used for: fabric and cloth material.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Step 4: Save Record<\/strong><\/h2>\n\n\n\n

        Click Save after entering all values. The UOM is immediately available for product and transaction configuration.<\/p>\n\n\n\n

        Configuration Summary<\/strong><\/h2>\n\n\n\n
        UOM Code<\/strong><\/td>Symbol<\/strong><\/td>Name<\/strong><\/td>Usage<\/strong><\/td><\/tr><\/thead>
        EA<\/strong><\/td>Ea<\/td>Each<\/td>Individual items (clothing, electronics)<\/td><\/tr>
        PCS<\/strong><\/td>Pc<\/td>Piece<\/td>Single count products and accessories<\/td><\/tr>
        CASE<\/strong><\/td>C<\/td>Case<\/td>Bulk \/ supplier packaging (1 CASE = 24 PCS)<\/td><\/tr>
        KG<\/strong><\/td>kg<\/td>Kilogram<\/td>Weight-based products (produce, grains)<\/td><\/tr>
        LT<\/strong><\/td>L<\/td>Liter<\/td>Liquid products (beverages, oil)<\/td><\/tr>
        MTR<\/strong><\/td>m<\/td>Meter<\/td>Length-based products (fabric, cloth)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Business Flow Overview<\/strong><\/h2>\n\n\n\n
        \n

        Product Setup (UOM assigned)<\/p>\n\n\n\n

        \u2192<\/p>\n\n\n\n

        Purchase Order (order quantity in UOM)<\/p>\n\n\n\n

        \u2192<\/p>\n\n\n\n

        Goods Receipt (received qty in UOM)<\/p>\n\n\n\n

        \u2192<\/p>\n\n\n\n

        Warehouse \/ Inventory (stock tracked in UOM)<\/p>\n\n\n\n

        \u2192<\/p>\n\n\n\n

        Sales Order (sell quantity in UOM)<\/p>\n\n\n\n

        \u2192<\/p>\n\n\n\n

        Shipment &
        Invoice<\/p>\n<\/div>\n\n\n\n

        System UOM Guidance<\/strong><\/h2>\n\n\n\n

        iDempiere includes pre-configured UOMs such as EA (Each), HR (Hour), Day, Week, Month, and Year. These are used by other modules including scheduling and service management.<\/p>\n\n\n\n

        Important<\/strong> Reuse system-provided records where possible rather than creating duplicates. Do not inactivate system UOMs \u2014 they may be referenced by other modules. Only create new UOMs when no existing record meets the business requirement.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        UOM Conversion<\/strong><\/h2>\n\n\n\n

        Conversion rules between units (e.g., 1 CASE = 24 PCS) are configured separately in the UOM Conversion window, not within the UOM record itself.<\/p>\n\n\n\n

        Common Issues<\/strong><\/h2>\n\n\n\n
        Issue<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
        UOM not available on product form<\/strong><\/td>Ensure the UOM record is marked Active<\/td><\/tr>
        Duplicate UOM codes<\/strong><\/td>Check existing system records before creating new ones<\/td><\/tr>
        Incorrect quantity decimal places<\/strong><\/td>Review Standard Precision and Costing Precision values<\/td><\/tr>
        System UOM missing from transactions<\/strong><\/td>Do not inactivate system-provided UOMs<\/td><\/tr>
        Changes not reflected after save<\/strong><\/td>Run Cache Reset and log in again<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Best Practices<\/strong><\/h2>\n\n\n\n
          \n
        • Use meaningful UOM codes that align with industry standards (EA, KG, LT, MTR)<\/li>\n\n\n\n
        • Reuse existing system UOMs before creating new records<\/li>\n\n\n\n
        • Set Standard Precision to 0 for whole-unit UOMs (Each, Piece, Case)<\/li>\n\n\n\n
        • Set Standard Precision to 2 or 3 for weight, volume, and length UOMs<\/li>\n\n\n\n
        • Document naming conventions and precision rules in a configuration register<\/li>\n\n\n\n
        • Do not inactivate system-provided UOMs referenced by other modules<\/li>\n<\/ul>\n\n\n\n

          Next Steps<\/strong><\/h2>\n\n\n\n

          After completing Unit of Measure configuration, continue with:<\/p>\n\n\n\n

            \n
          • UOM Conversion \u2014 define conversion factors between related units<\/li>\n\n\n\n
          • Product Setup \u2014 assign UOMs to products<\/li>\n\n\n\n
          • Price List \u2014 configure pricing per UOM<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

            The Unit of Measure (UOM) window defines the measurement units used for products, inventory, purchasing, sales, and transactions. Unit of […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[67,68],"tags":[],"class_list":["post-18617","post","type-post","status-publish","format-standard","hentry","category-retail","category-masters"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18617","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=18617"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18617\/revisions"}],"predecessor-version":[{"id":18764,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18617\/revisions\/18764"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=18617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=18617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=18617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}