[Tutorial Video] Base Unit and Multi Unit Product Types
As a retail business owner, you might offer types of products that come in multiple units of measurement for sale. One of the example is mineral water. For mineral water products, the available units are usually in cartons and pieces. Mineral water can be sold by individual pieces or in one cartons. Each cartons contains a fixed number of bottles for instance, 1 cartons (box) equals to 12 pieces (bottle).
During the sales process, if a customer wants to purchase individual pieces but there aren’t enough in stock, the system will automatically deduct stock from cartons to fulfill the required number of pieces based on the conversion ratio. This process is known as a one-level derivative form.
To create the Multiple UoM product type and to see how the multiple products type works, you can follow the steps below
I. Create Base Unit and Multi Unit Product Types Via UI
Step 1. Go to Product then Click Add
Step 2. Create a Product with Two Variants (BOX and PCS)
Step 3. Then Set Up the Base Unit and Multi Unit
For the smallest unit, we can set it as the base unit. In this example, PCS is the smallest unit.
Units that reference another unit are called Multi Units. Only one Multi Unit can reference each Base Unit, meaning the relationship between them is strictly one-to-one. In this example, we use BOX which is linked to PCS as the Base Unit.
Option | Description |
Type | For the variant product type, you can select either Multi Unit or Base Unit. |
Reference Unit | Reference Unit refers to the base unit that the Multi Unit is connected to or calculated from. |
Ratio | The value of the Reference Unit. So, 1 BOX will be recognized as 10 PCS. |
Notes:
In 1 box of Mie Instan, there are 10 pcs of Mie Instan. So, we input 10 in the ratio column.
II. Create Base Unit and Multi Unit Product Types Via UI
You can also add the Base Unit and Multi Unit type of product from your CSV file just by adding 3 columns labeled "Type", "Reference", and "Ratio". Here is how you can do it.
Step 1. Go To Products Menu and Click on Import Button
Step 2. Download the Product CSV Template
Step 3. Open the Downloaded Template File
Step 4. Fill the Product Information and Add 3 More Column
Then change the template example according to your product detail information
And add this 3 column: Type, Reference, and Ratio.
Note:
Fill the column with the smallest unit using Base_Unit, and for multiple units use Multi_Unit.
You can link the reference multi-unit to the desired variant by specifying the variant or product code.
The Ratio column for smaller unit is filled with the number of smaller units in one larger unit, while the Ratio for the larger unit is left blank.
Step 5. Return to the Product Import Page, Click Browse Files, and Then select the file you created
Step 6. Then Click Next
III. Check the created product
You can view the ratio and the product reference by clicking the following toggle.
Related Articles
If you have several types of Multiple UOM products, you can convert stock product child into stock product parents by following the article here Convert Inventory to Parent UoM
If you want to create a bundled product containing components with Standard type, you can read this article Create New Product Standard with Component
If you want to know the quantity available from the unit total quantity for the parent UOM, you can read this article Show Unit Total Quantity in the UoM Column
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