Overview
Units of Measure allows you to manage multiple units for the same product in Sage Sales Management, defining conversion rules between units and controlling how quantities are used in sales documents.
This functionality provides a structured way to manage products that are sold in different formats, such as individual units, boxes, packs or weight-based measurements.
Before you start
Before using Units of Measure:
Ensure the functionality has been enabled by an administrator.
Verify that products have a base unit of measure configured.
Confirm that any additional units and conversion rules have been defined.
How it works
Base unit of measure
Each product has a base unit of measure that acts as the reference unit for quantity conversions.
Additional units can be configured using a conversion factor.
Example:
Base unit: Unit
Additional unit: Box
Factor: 10
Result:
1 Box = 10 Units.
Factor
The Factor defines the conversion ratio between the selected unit and the product’s base unit.
For example, a factor of 10 means that one box is equivalent to ten individual units.
MinimumStep
The MinimumStep controls:
The minimum quantity allowed.
The quantity increment that users must follow.
For example, if the MinimumStep is set to 5, valid quantities would be:
5
10
15
20
Quantities such as 1, 3, 6 or 12 would not be allowed.
What users will see
When the functionality is enabled:
Products can contain multiple units of measure.
Each unit can have its own Factor and MinimumStep values.
Users can select the most appropriate unit for each product line in a sales document.
The system automatically applies the configured rules to ensure consistent quantity management.
Important
This functionality is controlled by an administration setting.
When enabled:
Unit of Measure configuration becomes available.
Products can manage multiple related units.
Sales documents allow a unit of measure to be selected for each line.
When disabled:
The functionality is unavailable.
Unit of Measure fields are hidden.
Why use Units of Measure?
Units of Measure helps adapt product management to real business scenarios by allowing you to:
Manage products sold in different formats.
Apply consistent conversion rules.
Control how quantities are entered.
Reduce manual data entry errors.
This improves the reliability and consistency of sales documents.
Result
With this functionality:
Products can be managed using multiple units of measure.
Quantity entry becomes more controlled and consistent.
Conversions are applied automatically.
Sales processes better reflect real product packaging and sales formats.