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      QuoteCQ: How to use the Unit Of Measure (UOM)

      The Unit of Measure functionality in CalcuQuote allows Contract Manufacturers to convert the supplied unit of measure to the bill of materials unit of measure.

      Unit of Measure is an important feature for Contract Manufacturers. If your company would like to use the Unit of Measure functionality, please contact the CalcuQuote team to discuss and implement.

      Below are important terms to note when converting a unit of measure:

      • BOM UoM: the supplied unit of measure submitted with the bill of materials

      • Purchase UoM: the unit of measure supplied through the source API, bid sheet, data feed or manual price

      How to customize the UOM

      1. To customize Unit of Measure, navigate to the configuration screen.
      2. Click 'Materials.'
      3. From the Materials screen, choose 'Part UOM' in the left sidebar. Here you can add the different Unit variations you would like to create in the system.

      How to create UOM Conversions

      1. To create specific unit conversions, click 'UOM Conversions' from the left-hand sidebar.
      2. To add a new conversion, click the '+' next to UOM Conversions.
      3. In this view, you will be able to identify the unit you would like to convert from and select the unit to convert to.
      4. Enter the 'Multiplicand' and the 'Denominator' for the conversion. 
        For example, if you would like to convert Millimeter to Meter, the Multiplicand would be 1 while the Denominator will be 1000.

      How to use the UOM

      1. While in the Material Costing page, navigate to the Actions button and select Resolve UOM.
      2. If there are UOM issues that need to be resolved, a 'Resolve UoM' feature will appear.
      3. This will display the Purchase UoM and the BOM UoM. To create the mapping for the conversion, click on 'Map UoM.'
      4. Here you will be able to follow the instructions as outlined above.

      Here is a video to help you see how it all works!

      Also, in many cases where you are working with UOM, package count is important. For instance, if your meter of wire comes on a 100 meter roll - noting the package count is important: Learn more about Package Count