Purchasing items in a different Unit of Measure
Here's a video explaining how you can purchase items in a different unit of measure:
Each item (product and material) in Katana has a Unit of Measure (UoM) that you can define on the item card. This is the unit of measure that you use for tracking the stock for this item (i.e. stock unit of measure).
When you are adding items to Product Recipes, then the quantity of the ingredient in the recipe is also defined in the stock UoM.
If you wish to purchase items in a different unit of measure, you can define a purchase unit of measure for the item, and enter the conversion rate from the purchase unit to the stock unit.
Tip: Katana prefills the conversion rate between the most widely used unit of measures automatically.
In this case, the purchase UoM is used for the item on Purchase Orders.
In your Stock, when the items on an open Purchase Order have not yet been received, the "Expected" quantity for items is displayed in your stock unit of measure. Also, when the items on the Purchase Order are received, they are added to your Stock in the stock UoM.
Example: You might buy fabric in rolls, but need to track your stock in square feet. You can define the conversion rate from a roll to square feet, use rolls as a Unit of Measure on Purchase Orders and track stock in square feet.
How to set a different unit of measure for purchasing:
1. Navigate to the item card and enable "Yes, I purchase in a different unit".
Note: For products, you need to have "I buy this product" enabled from the product card to be able to define the purchase UoM.
2. Additional options appear, which enable you to define:
- Default purchase unit of measure: this UoM is used for purchasing and is used for this item on Purchase Orders.
- Unit conversion rate: the ratio for converting items from the purchase UoM to your stock UoM. When items are added to a Purchase Order in the purchase UoM, then your stock levels (both "In Stock" and "Expected" quantities) are displayed in the stock UoM based on this conversion rate.
On the item card, the default purchase prices for variants will be displayed for both the stock UoM and the purchase UoM. When the option to purchase in a different UoM is switched ON, you can define the default purchase price for the purchase UoM, and Katana will display the price per stock UoM automatically, using the defined conversion rate.