Unit of Measure

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Icon.Unit of Measure.png The Unit of Measure module, located in the Setup group, allows UOMs to be created and modified. This module is often referred to as the UOM module. Fishbowl has several standard UOMs with the ability to add as many additional UOMs as necessary.

Contents

Create a unit of measure
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Follow the steps below to create a UOM.

  1. Click the New Button.png New button in the UOM module.
  2. Select what the new UOM will measure and click Next.
    New UOM Wizard.png
  3. Enter a name for the UOM and click Next.
  4. Enter an abbreviation for the UOM and click Next.
  5. Enter an optional description for the UOM and click Finish to complete the wizard.

UOMs can also be created using a CSV Import.

Edit, delete, or inactivate a unit of measure
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Create a unit of measure conversion
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The unit of measure conversion allows you to convert to a smaller or larger unit; for example, Dozens to Each, or Inches to Feet. Both UOMs must already exist in Fishbowl in order to create conversions.

  1. In the Unit of Measure module, double click the UOM you would like to create a conversion for. Now click on the conversions subtab.
    Add new UOM conversion.png
  2. Click the New Icon Button.png Add Conversion button on the component toolbar.
  3. A UOM Conversion wizard will be brought up to take you through the conversion process.
  4. Select which UOM you are converting to. Click Next.
  5. Select whether your first UOM is greater than or less than the UOM you are converting to. Click Next.
    Add new UOM conversion define relationship.png
  6. Enter in the correct ration between the units. Click Next.
  7. The next screen will show a summary of your conversion. If this is correct, click next. If changes are needed to be made, click the back arrows.

UOM conversions can also be created using a CSV Import.

Edit or delete a unit of measure conversion
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Follow the steps below to edit a UOM conversion.

  1. Double-click the UOM in the search panel.
  2. Click on the Conversions tab.
  3. Highlight a conversion and click the Edit Icon Button.png Edit button on the component toolbar to the right.
  4. Edit the conversion factor and then click OK.
  5. Click the Save button on the module toolbar.

Follow the steps below to delete a UOM conversion.

  1. Double-click the UOM in the search panel.
  2. Click on the Conversions tab.
  3. Highlight a conversion and click the Delete Icon Button.png Delete button on the component toolbar to the right.
  4. Click the Save button on the module toolbar.

UOM conversions subtab.png

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