116 lines
5.4 KiB
ReStructuredText
116 lines
5.4 KiB
ReStructuredText
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Purchase in different units of measure than sales
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When you purchase a product, it may happen that your vendor uses a different unit of measure than
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you do when you sell it. This can cause confusion between sales and purchase representatives. It is
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also time-consuming to convert measures manually every time. With Odoo, you can configure your
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product once and let Odoo handle the conversion.
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Consider the following examples:
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#. You purchase orange juice from an American vendor, and they use **gallons**. However, your
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customers are European and use **liters**.
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#. You buy curtains from a vendor in the form of **rolls** and you sell pieces of the rolls to your
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customers using **square meters**.
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Enable units of measure
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Open your Sales app and go to :menuselection:`Configuration --> Settings`. Under Product Catalog,
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enable *Units of Measure*.
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.. image:: media/uom-enable-option.png
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:align: center
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:alt: Enable the units of measure option in Odoo Sales
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Specify sales and purchase units of measure
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Standard units of measure
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A variety of units of measure are available by default in your database. Each belongs to one of the
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five pre-configured units of measure categories: *Length / Distance*, *Unit*, *Volume*, *Weight* and
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*Working Time*.
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.. tip::
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You can create your new units of measure and units of measure categories (see next section).
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To specify different units of measures for sales and purchases, open the Purchase app and go to
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:menuselection:`Products --> Products`. Create a product or select an existing one. Under the
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product's *General Information* tab, first select the *Unit of Measure* to be used for sales (as
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well as for other apps such as inventory). Then, select the *Purchase Unit of Measure* to be used
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for purchases.
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Back to the first example, if you purchase orange juice from your vendor in **gallons** and sell it
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to your customers in **liters**, first select *L* (liters) as the *Unit of Measure*, and *gal (US)*
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(gallons) as the *Purchase Unit of Measure*, then click on *Save*.
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.. image:: media/uom-product-configuration.png
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:align: center
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:alt: Configure a product's units of measure in Odoo
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Create new units of measure and units of measure categories
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-----------------------------------------------------------
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Sometimes you need to create your own units and categories, either because the measure is not
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pre-configured in Odoo or because the units do not relate with each other (e.g. kilos and
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centimeters).
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If you take the second example where you buy curtains from a vendor in the form of **rolls** and you
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sell pieces of the rolls using **square meters**, you need to create a new *Units of Measure
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Category* in order to relate both units of measure.
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To do so, go to :menuselection:`Configuration --> Units of Measure Categories`. Click on *Create*
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and name the category.
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.. image:: media/uom-new-category.png
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:align: center
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:alt: Create a new units of measure category in Odoo Purchase
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The next step is to create the two units of measures. To do so, go to :menuselection:`Configuration
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--> Units of Measure`.
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First, create the unit of measure used as the reference point for converting to other units of
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measure inside the category by clicking on *Create*. Name the unit and select the units of measure
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category you just created. For the *Type*, select *Reference Unit of Measure for this category
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type*. Enter the *Rounding Precision* you would like to use. The quantity computed by Odoo is always
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a multiple of this value.
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In the example, as you cannot purchase less than 1 roll and won't use fractions of a roll as a unit
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of measure, you can enter 1.
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.. image:: media/uom-new-reference-unit.png
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:align: center
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:alt: Create a new reference unit of measure in Odoo Purchase
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.. note:: If you use a *Rounding Precision* inferior to 0.01, a warning message might appear stating
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that it is higher than the *Decimal Accuracy* and that it might cause inconsistencies. If you
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wish to use a *Rounding Precision* lower than 0.01, first :doc:`activate the Developer Mode
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<../../general/developer_mode/activate>`, then go to :menuselection:`Settings --> Technical -->
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Database Structure --> Decimal Accuracy`, select *Product Unit of Measure* and edit *Digits*
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accordingly. For example, if you want to use a rounding precision of 0.00001, set *Digits* to 5.
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Next, create a second unit of measure, name it, and select the same units of measure category as
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your reference unit. As *Type*, select *Smaller* or *Bigger than the reference Unit of Measure*,
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depending on your situation.
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As the curtain roll equals to 100 square meters, you should select *Smaller*.
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Next, you need to enter the *Ratio* between your reference unit and the second one. If the second
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unit is smaller, the *Ratio* should be greater than 1. If the second unit is larger, the ratio
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should be smaller than 1.
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For your curtain roll, the ratio should be set to 100.
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.. image:: media/uom-second-unit.png
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:align: center
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:alt: Create a second unit of measure in Odoo Purchase
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You can now configure your product just as you would using Odoo's standard units of measure.
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.. image:: media/uom-product-configuration-new-units.png
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:align: center
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:alt: Set a product's units of measure using your own units in Odoo Purchase |