How to Update UOM at Item Level

How to Update UOM at Item Level

🎯 Objective

Allow users to set or change the Unit of Measurement (UOM) directly at the item level instead of depending only on the group UOM.

 Step-by-Step Process

Step 1: Navigate to Items

  1. Go to Masters  → Items.

  2. Search for the required item or click + NEW to create a new item.



Step 2: Edit or Create Item

  1. If creating a new item:

    • Enter Item Code, Item Name, Item Group, Item Type, etc.

    • Select the UOM (mandatory if the Item Group has no default UOM).



  1. If editing an existing item:

    • Open the item record.

    • Go to the Unit field and update the UOM from the dropdown list (e.g., pieces, kg, meter, litres, etc.).



Step 3: Save the Item

  1. Click Submit to save the changes.

  2. The updated UOM will now become the Primary Unit for this item.

  3. The system will also auto-update the Alt Unit tab with the new UOM as the primary unit.

📌 Notes

  • If the Item Group UOM is changed later, it will not overwrite the UOM of already existing items.

  • Users can create a group with or without a UOM, but during item creation UOM selection is mandatory.

✅ With these steps, users can manage UOM at item level easily, reducing errors during integration and avoiding unnecessary group creation.

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