How do I set up Units of Measure?

Most inventory will fall into the UOM provided; though, you may want to add your own for more specific pack sizes and reporting.

Types of UOM:

  • Weight: These units are used by weight (e.g. pound, gram, kilogram, etc.). Once a weight unit is selected for an item, all weight units will be available when an item is chosen as an ingredient.
  • Volume: These units are used by liquid measure (e.g. fluid ounce, liter, milliliter, etc.). Once a volume is selected for an item, all weight units will be available when an item is chosen as an ingredient.
  • Unit: These units are used by an individual unit (e.g. each, carton, serving, etc.). When entering an item, the default unit will be Each and a conversion will be required to convert it to another unit or unit type.

To Add UOM:

  1. Click "Settings" (upper left corner)
  2. Choose "Setup"
  3. Select "Units of Measure"
  4. Click "Add"
  5. Enter a short description (maximum six characters) under "Unit" to be used in reporting (e.g. ml, kg, lb).
  6. Enter a unit description under "Descriptions". This is the long version of the unit that will be used in the Optimum Control features and some reports (e.g. kilogram, liter, cup-shredded).
  7. Indicate the type of the ingredient from the "Type" drop-down list.
  8. Click "Save"

Deleting a Unit of Measure

*You can delete UOM but they CANNOT be used in any items, preps, or products, and must not be used in any history. If you wish to delete a unit, then you must delete the history for the period it was used.

  1. Click "Settings" (upper left corner)
  2. Choose "Setup"
  3. Select the Units of Measure
  4. Select an existing UOM you wish to delete.
  5. Click "Delete"
    NOTE: If the item is being used, you will be presented with a message indicating the number of items using the unit and will not be allowed to delete.
  6. Click "Save"