Sales UOM (Unit of Measure)
Sales UOM allows you to sell the same inventory item in different units (e.g., Nos, Box, Pack) while maintaining stock accuracy in a base unit.
In :contentReference[oaicite:0]{index=0}, Unit of Measure (UOM) handling ensures that inventory and sales can operate in different units without breaking stock consistency.
1. Concept of Sales UOM
A Sales UOM is the unit in which a product is sold, which may differ from the stock UOM used internally for inventory tracking.
For example:
- Stock UOM: Nos
- Sales UOM: Box
- Conversion: 1 Box = 10 Nos
2. Step 1: Configure UOM in Item Master
In the Item master, define all possible UOMs and their conversion factors.
- Go to Item → UOM Section
- Add allowed UOMs (Nos, Box, Pack, etc.)
- Set Conversion Factor
Conversion factor is critical because all stock movements are ultimately calculated in Stock UOM.
3. Step 2: Use Sales UOM in Sales Order
In the Sales Order, ERPNext provides two key fields:
- UOM – Sales UOM (what customer sees)
- Stock UOM – Internal inventory unit
By default, both fields will be prefilled with Stock UOM, but you can change the Sales UOM as required.
4. How Quantity Conversion Works
When Sales UOM is changed, ERPNext automatically converts quantity into Stock UOM using the conversion factor.
Example:
- 1 Box = 10 Nos
- If Customer orders 2 Boxes → Stock Quantity = 20 Nos
Stock valuation, inventory deduction, and ledger postings always happen in Stock UOM, regardless of Sales UOM used in the transaction.
5. Stock Ledger Impact
Even if sales are recorded in Boxes, the stock ledger updates only in Stock UOM (e.g., Nos).
This ensures consistency in inventory valuation and reporting.
- Sales UOM = Customer-facing unit
- Stock UOM = Internal accounting unit
6. Why Sales UOM is Important
- Allows flexible selling formats (Box, Pack, Dozen)
- Improves customer experience
- Maintains accurate stock tracking
- Prevents confusion between sales and inventory units
SUMMARY
ERPNext Sales UOM feature allows items to be sold in different units while maintaining accurate stock in base UOM. Conversion factors ensure correct quantity conversion, and all stock ledger entries are always posted in Stock UOM, preserving inventory integrity.
