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:
- Click "Settings" (upper left corner)
- Choose "Setup"
- Select "Units of Measure"
- Click "Add"
- Enter a short description (maximum six characters) under "Unit" to be used in reporting (e.g. ml, kg, lb).
- 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).
- Indicate the type of the ingredient from the "Type" drop-down list.
- 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.
- Click "Settings" (upper left corner)
- Choose "Setup"
- Select the Units of Measure
- Select an existing UOM you wish to delete.
- 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. - Click "Save"