In CartonCloud, all products are measured in a particular Unit Of Measure.
This is the Base Unit Of Measure, and is the smallest sellable quantity of the product.
From this, we can then convert the quantity into other units of measure using conversions.
For example, let's say you sell bottles of Energy Drink which can be sold as individual units, but also come packed in cartons of 6.
You can setup a conversion from Units to Cartons.
Base Unit Of Measure = Units
Conversion = 6 Units Per Carton
This achieves multiple things:
- Sale Order Optimization will try to prevent breaking larger quantities where possible, so if you have a location that contains 3 bottles, and another with 6 bottles, it'll prioritise taking from the 3 bottles as this cannot be sold as a Carton.
- Handling charges for both Sale Orders and Purchase Orders will be Scaled automatically. So, if you're picking 6 bottles from a location, it'll automatically charge handling for 1 carton rater than 6 bottles.
- Pick Lists will be shown in Scaled Quantities (so rather than saying to pick 60 Bottles, it'll say 10 Cartons).
- Stock Reports can be shown in Scaled Quantities (very useful when dealing with Pallet Conversions).
Note: Always setup the Base Unit Of Measure as the Smallest Sellable Quantity of a Product.
for Products, Product Packaging and Products Units Of Measure
Creating and Modifying your Unit Of Measures:
You can add new Product Unit Of Measures at any time by going to Warehouse->Products
Then click on 'Related -> Product Unit Of Measures'.
CartonCloud comes with a bunch of pre-defined Product Unit Of Measures. These cannot be changed, and therefore show up as locked:
Others however, those which you create, are not locked, and may be edited however you like at any time.
New Product Unit Of Measures may also be deleted provided they have not yet been used by anything, as once they're in use they can no longer be deleted. For example, lets say you've just created a new Product Unit Of Measure called 'Drums'. Right after you've created it it may be deleted as it is not yet in use by anything, however once you create a Product which is measured in Drums, the Unit Of Measure is in use and therefore cannot be deleted.
When allocating products to a warehouse location, CartonCloud can be setup to warn you if you try to allocate more than a specific quantity of a product to a single location. For example, if you have a product measured in Pallets, then by default if you try to allocate all of these to a single location, CartonCloud will warn you that what you're doing may cause under billed storage charges and to potentially split the quantity into multiple locations.
We understand that you may need to store other items as well, such as IBC's, Stillages, or Large, Block Items. Therefore, the 'Oversize Warning' may be used to notify you when you're trying to allocate more than 1 of those items to a single location. So, if for example you try to allocate 3 IBCs to a single location, it'll warn you that this may cause under billed storage.
Setting up Measurements when Creating a Product:
When first creating a new product, it's important to get the Units of Measure right to reduce confusion.
In the Base Measurement section, you need to select the Unit Of Measure which is the smallest Sellable Unit. In our example above, this Bottles.
Beneath this, you can do your Conversions, for example, converting 6 bottles to a Carton.
Be careful with the Conversions that you get the Greater Than (>), Less Than (<) around the right way. Typically you'll want to use Greater Than (>) as you're Base Measurement is smaller than the Conversion Measurement you're creating.
Tip: Use the Example to ensure that what you've done is correct ie: 6 Bottles per Carton (if you got the <> symbols wrong it would read 6 Cartons per Bottle).
Testing your new Product
Once you have created your product you can use the Measurement Conversion Calculator accessible on the Product Page:
Making Changes to a Products Unit Of Measure:
You will need to adjust your product if either of these situations arise:
- The first lot of stock arrives and you find that actually there are 8 per carton rather than 6. (Add/Edit Conversion Measurements)
- You find that you only ship in full cartons, and would prefer for the measurements to be in Cartons instead of Bottles.
- After a few months the product packaging changes from 6 per carton to 8 per carton.
Each of these cases requires a different change to be made in the system, which will now be discussed in order.
1. Add/Edit Conversion Measurement and Barcode.
You can access the conversion measurements from the measurements section on the right of the products page:
If you click "Edit", you can modify the conversion measurement
Once saved, you can use the Measurement Conversion Calculator to check if your new Conversion is working Correctly:
Congratulations, you're now converting measurements correctly!
You can also modify the Barcode of the measurement from the same page:
Once saved, the Measurements table will show the changed barcode value.
2. Change Base Unit Of Measure
Changing the Base Unit Of Measure will modify all history of the product to reflect quantities in the new measurement. For example, if you've been packing orders of Super Energy for a while using Bottles, when you convert the Base Unit Of Measure, it'll modify all those figures to be shown in Cartons. It'll apply the 'conversion factor' to all stocks, which means it'll either multiply or divide all quantities by the amount you specify.
This is perfect if you've always packed full cartons (which you should have, otherwise you shouldn't be doing this!), but if not, you'll end up with decimal quantities, which look ugly and will may also cause issues with stock selection in the future.
For example, we want to convert our Super Energy drink Base Unit Of Measure from Bottles to Cartons. But, there was an order a while ago that was for 7 bottles. When we apply the conversion factor of 6, it'll divide all records by 6, so our Sale Order will show that we packed 1.1667 cartons of Super Energy.
For this reason, you should only use the Base Unit Of Measure conversion tool if you've just added a new product and don't risk messing up any old records.
Or, if you're 100% certain that you've never packed an odd number of cartons.
Changing the Base Unit Of Measure will also delete ALL existing Conversion Measurements. So, if you still require these you'll need to add them back in when you're done.
To change the Base Unit Of Measure, simply click the 'Change Base Unit Of Measure' button at the bottom of the Product page:
From here, select the new Base Unit Of Measure you want the product to be measured in, and enter the scaling factor. Double check that the Conversion is going in the right direction (ie: 6 Bottles Per Carton, rather than 6 Cartons Per Bottle).
Once you're done, and everything's been checked as correct, click Save.
You're now measuring in Cartons!
Keep in mind that any existing Conversion Measurements have been deleted, so if you need to convert from say, Cartons to Pallets, you'll need to add this Conversion Factor back in by following Step 1.
2.1 Changing the Base Unit Of Measure without Scaling
You may find you need to change your base unit of measure without scaling. Lets say, for example, we didn't want to refer to Super Energy as Bottles anymore, and instead wanted to call it Units.
To do this we follow the same steps as above however the Conversion Factor is 1.
The conversion factor is 1 because this tells the system to convert the Base Unit Of Measure to Units, and multiply all stocks by 1 (which leaves them unchanged).
This, however, will delete all existing Conversion Factors, so you'll need to add these back in by following Step 1.