Managing units of measurement in Luminous ensures accurate inventory tracking and smooth operational workflows. This guide provides step-by-step instructions on setting up and using units of measurement effectively in the system.
Step 1: Access Units of Measurement Settings
- Navigate to Inventory Admin > Units of Measure.
- Explore the tabs at the top:
- Unit Classes
- Units of Measure
- Conversion Rules
Step 2: Set Up Unit Classes
Unit classes define how inventory is tracked (e.g., by quantity, weight, or length).
- In the Unit Classes tab, review the default classes:
- Common unit classes include quantity, length, weight, area, or volume.
- By default, the base class is Quantity (e.g., "each").
- To modify:
- Change the base class if necessary (e.g., for specific industries like liquids or bulk goods).
- Rename unit classes to match your operational terminology.
Step 3: Configure Units of Measure
Units of measure are specific tracking units within a class (e.g., grams, kilograms, feet).
- Go to the Units of Measure tab.
- Create or edit units of measure:
- For weight: Add units like grams, kilograms, or pounds.
- For length: Add units like inches, feet, or yards.
- Set the Base Unit:
- This should be the smallest measurable unit (e.g., grams for weight, millimeters for length).
Step 4: Create Conversion Rules
Conversion rules establish relationships between units within the same class.
- Navigate to the Conversion Rules tab.
- Define a conversion:
- Select a Base Unit (e.g., grams).
- Choose the target unit (e.g., kilograms).
- Specify the conversion factor (e.g., 1 kilogram = 1,000 grams).
- Apply rules:
- System-wide for all SKUs.
- Specific SKUs for unique cases (e.g., different conversion rates for oil and water).
Step 5: Apply Units of Measure to SKUs
- Go to the SKUs page.
- For each SKU:
- Assign a Unit Class (e.g., weight or length).
- Define the Selling Unit and Purchase Unit:
- Example: Order by yards but receive and track in feet.
- Luminous will automatically convert between units when receiving inventory or creating purchase orders.
Step 6: Use Units of Measure in Assembly Orders
When creating assembly orders or bills of materials (BOMs):
- Specify the unit of measure for raw goods consumption.
- Flexibly manage consumption rates for raw materials based on your operational needs.
Step 7: Adjust Display Settings
- Go to System Settings:
- Click your name in the bottom-left corner.
- Select System Settings > Inventory Settings.
- Enable or disable the display of units of measure:
- Enabled: View base units of measure directly on the Stocks page.
- Disabled: Simplify the display for single-unit tracking.
By following these steps, you can effectively configure and use units of measurement in Luminous, ensuring precise inventory tracking and operational flexibility.