Introduction
Welcome to this user-friendly guide on how to manage different Units of Measurement (UoM) in Empress, a feature essential for accurate inventory management and purchasing.
Introduction to UoM in Empress
Every item in your business inventory is associated with a standard unit of measurement (UoM). For example, a pen might have a UoM of numbers (Nos), while sand could be measured in kilograms (kgs). However, when ordering from a supplier, the UoM for an item might differ. You could order a box of pens, or a truckload of sand. This is where Empress’s ability to adjust the Purchase UoM for an item proves useful.
The primary function and benefit of this feature is to provide flexibility and accuracy in your purchasing processes. This guide will help you understand how to view, modify, and track information related to UoM in Empress.
Practical Application: Ordering Pens in Boxes
Assuming ‘Pen’ is stored in numbers, but it’s purchased in boxes, we will demonstrate how to create a Purchase Order for pens in boxes.
Step 1: Update UoM in the Purchase Order
In the Purchase Order, you’ll find two UoM fields:
- UoM
- Stock UoM
By default, these fields reflect the standard UoM of an item. However, you can adjust the UoM field to select the Purchase UoM (in this case, ‘Box’). This change will make the Purchase UoM visible to the supplier on the printed order, ensuring clarity in communication.
Step 2: Set UoM Conversion Factors
The UoM Conversion Factor is the ratio between the Purchase UoM and Stock UoM. For instance, if a box contains 20 pens, the UoM Conversion Factor would be 20. This factor helps Empress calculate the quantity in the Stock UoM based on the ordered quantity and the Conversion Factor. So, if you order one box, Empress will set the Quantity in the Stock UoM as 20.
Remember, the stock ledger posting will always be performed in the standard UoM of an item. So, it’s crucial to ensure the conversion factor is correctly entered when purchasing in a different UoM.
Setting Conversion Factor in Item Master
In the Item master, under the Purchase section, you can list all possible purchase UoMs of an item, with their corresponding UoM Conversion Factor. This feature allows for easy reference and accurate conversions in future transactions.
Conclusion
The ability to manage different Units of Measurement (UoM) in Empress makes for a flexible and robust system that supports accurate purchasing and inventory management. By understanding and applying this feature, you can ensure your business operations are efficient and precise. For more resources or support, please visit the Empress Support Center or contact our customer service team.