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What is the Default Unit of Measurement (UOM) Section?

The Unit of Measurement (UOM) section is used to define the standard way an item (whether a good or service) is quantified and delivered. It provides flexibility in how items are listed in your database and how they appear on created transactions.

The configuration you set here defines the breakdown of the item when the quantity on a transaction is 1. For example, if you order a quantity of 1 of this item, the UOM defines how that singular item is received.

The UOM section is divided into three parts:

UOM Component Field Type Description Example Value
Unit Label Optional - Open Text A descriptive word for the container or grouping the item is sold in. This term appears first in the UOM description. Box or Per Pack
Unit Amount Required - Number The numerical quantity of the final product contained within the Unit Label. 4 or 20
Unit Required - Drop-down The final unit that defines the individual item being ordered (a dropdown selection). Each or Rolls

Example

If you purchase toilet paper, and each individual order comes in packs of 20 rolls:

UOM Component Configuration
Unit Label Per Pack
Unit Amount 20
Unit Rolls

Resulting UOM: Per Pack, 20 rolls

Crucial Note: Pay careful attention to the Unit selection, as this defines the most fundamental term for the item being received (e.g., rolls, hours, kilograms).

To see how you can manage the UOM in the items database, review our tutorial on creating items.

The UOM can also be modified when creating a transactions using the edit icon in the UOM section of the line item table:

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