UOM
Overview
UOM – Business Overview and Usage
UOM stands for Unit of Measure. It is a foundational setup document in Dafater that defines how quantities of products or services are measured and recorded across the business.
What UOM Is Used for in Business Operations
UOM is used to standardize how items are bought, sold, stored, produced, and reported. It ensures that everyone in the organization uses the same measurement language—such as pieces, boxes, kilograms, liters, or hours—when handling goods or services.
By defining UOMs clearly, Dafater helps avoid confusion, calculation errors, and inconsistencies in pricing, inventory levels, and reporting.
Prerequisites or Setup Requirements
Before using UOM effectively, the business should:
- Agree on standard measurement units used across departments
- Align UOMs with supplier and customer practices
- Decide which units are suitable for purchasing, sales, and internal tracking
UOMs are usually set up early, before creating items, price lists, or inventory records.
Typical Workflow and How It Fits into Business Processes
Define UOMs
The business creates a list of approved units of measure, such as “Each,” “Box,” or “Kilogram.”Use UOMs in Item Definitions
Each product or service is linked to an appropriate UOM so quantities are always clear.Apply Across Transactions
The same UOMs are used consistently in purchasing, sales, inventory movements, and reports.Enable Clear Reporting
Because all quantities follow defined UOMs, management reports are accurate and comparable.
UOM acts as a shared reference point that supports nearly every operational transaction in Dafater.
Key Business Scenarios Where UOM Is Essential
- Inventory Management: Tracking stock accurately in meaningful units
- Sales and Invoicing: Ensuring customers are billed using agreed measurement terms
- Purchasing: Matching supplier quantities with internal records
- Costing and Pricing: Calculating unit costs and selling prices correctly
- Service Businesses: Measuring work in hours, days, or sessions
Without UOM, quantity-related decisions become unreliable.
Important Considerations for Users
- Use clear, commonly understood unit names
- Avoid creating duplicate or unnecessary UOMs
- Ensure consistency across departments to prevent confusion
- Think long-term—changing UOMs later can impact reports and comparisons
In summary, UOM is a small but critical setup document in Dafater that brings clarity, consistency, and accuracy to how the business measures and manages its products and services.
Basic Information
- Module: Setup
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| enabled | Enabled | Check | - | Enable or disable this unit of measure for Dafater transactions | |
| uom_name | UOM Name | Data | ✓ | - | Name of the unit of measure used across Dafater records |
| mustbewhole_number | Must be Whole Number | Check | - | Restrict quantities to whole numbers when using this UOM in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Item Manager | ✓ | ✓ | ✓ | ✓ | ||
| Stock User | ✓ | |||||
| Stock Manager | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| BOM | Linked from | Manufacturing |
| BOM Creator | Linked from | Manufacturing |
| Batch | Linked from | Stock |
| Bin | Linked from | Stock |
| Closing Stock Balance | Linked from | Stock |
| Delivery Trip | Linked from | Stock |
| Global Defaults | Linked from | Setup |
| Item | Linked from | Stock |
| Item Price | Linked from | Stock |
| Location | Linked from | Assets |
| Packing Slip | Linked from | Stock |
| Pricing Rule | Linked from | Accounts |
| Putaway Rule | Linked from | Stock |
| Stock Ledger Entry | Linked from | Stock |
| Stock Reservation Entry | Linked from | Stock |
| Stock Settings | Linked from | Stock |
| Subcontracting BOM | Linked from | Subcontracting |
| UOM Conversion Factor | Linked from | Setup |
| Vehicle | Linked from | Setup |
| Website Item | Linked from | Webshop |
| Work Order | Linked from | Manufacturing |