
https://docs.google.com/document/d/1afmogMdbhAHXbnTWcTgaT8aUK2cK90bI7rMxlTILWmM/edit#heading=h.g3uswfy4vhyu
137 lines
4.9 KiB
ReStructuredText
137 lines
4.9 KiB
ReStructuredText
=========================================================
|
|
How to purchase in different unit of measures than sales?
|
|
=========================================================
|
|
|
|
In day-to-day business, it may happen that your supplier uses a
|
|
different unit of measure than you do in sales. This can cause confusion
|
|
between sales and purchase representative and even make you lose a lot
|
|
of time converting measures. Luckily in Odoo, you can handle different
|
|
units of measures between sales and purchase very easily.
|
|
|
|
Let's take the following examples:
|
|
|
|
1) You buy water from a supplier. The supplier is american and sells his
|
|
water in **Gallons**. Your customers however are European. You would
|
|
thus like to see your purchases quantities expressed in **Gallons**
|
|
and the sold quantities in **Liters**.
|
|
|
|
2) You buy curtains from a supplier. The supplier sells you the curtains
|
|
in the unit **roll** and you sell the curtains in **square meters**.
|
|
|
|
Configuration
|
|
=============
|
|
|
|
Install purchase and sales modules
|
|
----------------------------------
|
|
|
|
The first step is to make sure that the apps **Sales** and **Purchase** are
|
|
correctly installed.
|
|
|
|
+------------+------------+
|
|
| |uom01| | |uom02| |
|
|
+============+============+
|
|
+------------+------------+
|
|
|
|
Enable the Unit of Measures option
|
|
----------------------------------
|
|
|
|
Enter the purchase module, select :menuselection:`Configuration --> Settings`
|
|
and tick the **Some products may be sold/purchased in different unit of measures
|
|
(advanced)** box.
|
|
|
|
.. image:: media/uom08.png
|
|
:align: center
|
|
|
|
Specify sales and purchase unit of measures
|
|
-------------------------------------------
|
|
|
|
Standard units of measures
|
|
~~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
|
|
Let's take the classic units of measures existing in Odoo as first
|
|
example. Please remember that differents units of measures between sales
|
|
and purchase necessarily need to share the same category. Categories
|
|
include: **Unit**, **weight**, **working time**, **volume**, etc.
|
|
|
|
.. tip::
|
|
It is possible to create your own category and unit of measure if
|
|
it is not standard in Odoo (see next chapter).
|
|
|
|
Let's assume we buy water from our vendors in **Gallons** and sell to our
|
|
customers in **Liters**.
|
|
|
|
We go into the purchase module select :menuselection:`Purchase --> Products`.
|
|
|
|
Create your own product or select an existing one. In the products
|
|
general information you have the possibility to select the **Unit of
|
|
measure** (will be used in sales, inventory,...) and the **Purchase Unit
|
|
of Measure** (for purchase).
|
|
|
|
In this case select **Liters** for **Unit of Measure** and **Gallons** for
|
|
**Purchase Unit of Measure**.
|
|
|
|
.. image:: media/uom05.png
|
|
:align: center
|
|
|
|
Create your own unit of measure and unit of measure category
|
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
|
|
Let's take now our second example (you buy curtains from a supplier, the
|
|
supplier sells you the curtains in the unit **roll** and you sell the
|
|
curtains in **square meters**).
|
|
|
|
The two measures are part of two different categories. Remember, you
|
|
cannot relate an existing measure from one category with an existing
|
|
measure of another category. We thus first have to create a shared
|
|
**Measure Category** where both units have a conversion relationship.
|
|
|
|
To do so, go into your sales module select
|
|
:menuselection:`Configuration --> Products --> Unit of Measure`.
|
|
Create a new unit of **Measure Category** by selecting
|
|
the dropdown list and clicking on create and edit (see picture below).
|
|
|
|
.. image:: media/uom03.png
|
|
:align: center
|
|
|
|
Create a new unit of measure. In this case our category will be called
|
|
**Inter-Category-Computation**.
|
|
|
|
.. image:: media/uom06.png
|
|
:align: center
|
|
|
|
The next step is to create the **Rolls** and **Square meter** units of
|
|
measure and to link them to the new category. To do so, go into your
|
|
purchase module select :menuselection:`Configuration --> Products --> Units of Measure`.
|
|
|
|
Create two new units:
|
|
|
|
- The **Roll** unit who is part of the Inter-Category-Computation
|
|
category and is the **Reference Unit type** (see picture below). The
|
|
Reference Unit type is the measure set as a reference within the
|
|
category. Meaning that other measures will be converted depending
|
|
on this measure (ex: 1 roll = 10 square meters, 2 rolls = 20
|
|
square meters, etc.).
|
|
|
|
.. image:: media/uom04.png
|
|
:align: center
|
|
|
|
- For the **Square Meter**, we will specify that ``1 Roll = 10 square meters``
|
|
of curtain. It will thus be necessary to specify that as type,
|
|
the square meter is bigger than the reference unit. The **Bigger
|
|
Ratio** is ``10`` as ``one Roll = 10 square meters``.
|
|
|
|
.. image:: media/uom09.png
|
|
:align: center
|
|
|
|
It is now possible to input **square meters** as Unit of measure and a
|
|
**Roll** as Purchase Unit of Measure in the product form.
|
|
|
|
.. image:: media/uom07.png
|
|
:align: center
|
|
|
|
.. seealso::
|
|
* :doc:`configuration`
|
|
|
|
.. |uom01| image:: ./media/uom01.png
|
|
.. |uom02| image:: ./media/uom02.png
|