Item Conversion and UOM Setup

*ERPNext – Item Conversion & UOM Setup *

A. Default UOM in Item Master

• Each item has one default UOM (e.g., Nos, Kg, Litre, Box)
• Used for stock tracking and valuation
• Only one UOM can be marked as default

B. Additional UOMs with Conversion Factors

• Add additional UOMs via the UOM table in Item Master
• Define conversion factor (e.g., 1 Box = 20 Nos)
• Use when item is procured in one UOM and issued in another

C. Default Purchase UOM

• Set in Purchasing Details of Item Master
• Applied automatically in Purchase Orders, etc.
• System converts to default stock UOM using the defined conversion

D. Automatic UOM Conversion in Transactions

• ERPNext auto-converts between UOMs in transactions like:
  • Material Request
  • Purchase Order
  • Purchase Receipt
  • Stock Entry
  • Purchase Invoice
  • Sales Order
  • Sales Invoice
• Example: Item purchased in Box, issued in Nos

E. UOM Restrictions & Control

• Enable: Allow UOM with Conversion Rate Defined in Item in Stock Settings
• Only allowed UOMs will be selectable in transactions
• Ensures consistency and prevents UOM-related entry errors