4bb2eeda11
- Removed the numbering from headings because it was either inconsistent, breaking the implicit hyperlink target or useless. - Fixed incorrect heading formattings. - Replaced hand-written flows by the :menuselection: directive
108 lines
3.4 KiB
ReStructuredText
108 lines
3.4 KiB
ReStructuredText
==============================
|
|
Use Different Units of Measure
|
|
==============================
|
|
|
|
In some cases, handling products in different units of measure is
|
|
necessary. For example, if you buy products in a country where the
|
|
metric system is of application and sell in a country where the imperial
|
|
system is used, you will need to convert the units. Another common use
|
|
case is buying products in bigger packs to your supplier and selling
|
|
them in units to your customers.
|
|
|
|
You can set up Odoo to work with different units of measure for one
|
|
product.
|
|
|
|
Configuration
|
|
=============
|
|
|
|
In the *Inventory* application, go to :menuselection:`Configuration --> Settings`. In
|
|
the *Products* section, activate *Units of Measure*, then *Save*.
|
|
|
|
.. image:: media/uom_01.png
|
|
:align: center
|
|
|
|
Create New Units of Measure
|
|
===========================
|
|
|
|
In the *Inventory* application go to :menuselection:`Configuration --> UoM`. There,
|
|
hit *Create*. As an example, we will create a Box of 6 units that we
|
|
will use for the Egg product.
|
|
|
|
.. image:: media/uom_02.png
|
|
:align: center
|
|
|
|
The category is important for unit conversion, you will be able to
|
|
convert products from one unit to another only if those units belong to
|
|
the same category. The box of 6 is 6 times bigger than the reference
|
|
unit of measure for the category which is “Units” here.
|
|
|
|
.. image:: media/uom_03.png
|
|
:align: center
|
|
|
|
Specify Units of Measure on your Products
|
|
=========================================
|
|
|
|
In the :menuselection:`Inventory application --> Master Data --> Products`, open the
|
|
product which you would like to change the purchase/sale unit of
|
|
measure, and click on *Edit*.
|
|
|
|
In the *General Information* tab, you can select the *Unit of
|
|
Measure* in which the product will be sold, which is also the unit in
|
|
which internal transfers will take place. You can also select the
|
|
*Purchase Unit of Measure*, which is the unit in which you purchase
|
|
the product.
|
|
|
|
.. image:: media/uom_04.png
|
|
:align: center
|
|
|
|
Transfer from One Unit to Another
|
|
=================================
|
|
|
|
Buy in the Pruchase UoM
|
|
-----------------------
|
|
|
|
In the *Purchase* application, *Create* a new request for quotation
|
|
in which you include the product with the different *Units of Measure*
|
|
and *Confirm* it.
|
|
|
|
.. image:: media/uom_05.png
|
|
:align: center
|
|
|
|
On the automatically generated purchase orders, the UoM used is the Box
|
|
of 6, meaning the Purchase UoM. You have of course the possibility to
|
|
manually modify the UoM if necessary. When you enter the *Receipt*
|
|
which is linked to the purchase order, you can observe that the 10 boxes
|
|
of 6 units have been converted in 60 units. Indeed, the stock is managed
|
|
in units.
|
|
|
|
.. image:: media/uom_06.png
|
|
:align: center
|
|
|
|
Replenishment
|
|
-------------
|
|
|
|
When doing a replenishment via the *Replenish* button on the product
|
|
form, you have the possibility to use a different unit of measure.
|
|
|
|
.. image:: media/uom_07.png
|
|
:align: center
|
|
|
|
.. image:: media/uom_08.png
|
|
:align: center
|
|
|
|
Sell in bigger UoM
|
|
------------------
|
|
|
|
You can choose the unit of measure on the sale order document and decide
|
|
to sell the eggs by the dozen. When doing so, the price is automatically
|
|
computed from Units UoM to adapt to the selected *UoM*.
|
|
|
|
.. image:: media/uom_09.png
|
|
:align: center
|
|
|
|
In the delivery order, the *UoM* used in the sale order is converted
|
|
to the *UoM* used for stock management, in our use case, the Units.
|
|
|
|
.. image:: media/uom_10.png
|
|
:align: center
|