When your Kenandy administrator loads initial data into your company file, a standard set of UOMs is included. You only need to add new UOMs if you're adding a new or unusual UOM to your business.

During Kenandy setup, you also load (and if needed, manually create) UOM conversions. For example, if you purchase eggs in dozens (DZ), but stock them and use them in work orders as eaches (EA), you set up Kenandy to automatically convert DZ to EA when you receive and put away eggs you purchased.

1. Go to the UOMs page, and click New.
   
2. Enter the UOM code name. This is typically a two-letter abbreviation.
   
3. Choose a Type for this UOM. This impacts where you use this UOM in Kenandy.
4. If you chose the type Time, enter values for Every and Recurrence.
   Leave these fields blank for all other types.
5. If you plan to use this as a packaging UOM, enter a Package Class.
   Leave this field blank for all other types.
6. (Optional) Choose the Currency you value this UOM in.
7. Enter a description of this UOM.
8. Click Save.

Kenandy creates the UOM.

What Comes Next

If you need Kenandy to automatically convert this UOM to another UOM in certain situations, click Manage UOM Conversions to set up that conversion.

Kenandy can convert item quantities from one UOM to another.

Note: When you create conversions for packaging UOMs, you can't create a conversion that skips a level in the package class hierarchy.
For example, your hierarchy goes from level 1 = EA to level 2 = CS to level 3 = PT.
You can create conversions for EA > CS and CS > PT.
You can't create a conversion from EA > PT.

1. From the UOM page, in the View field, select All, and click Go!
2. Click UOM Conversions.
3. To filter, enter one or more UOMs from your list.
4. Click Search. The conversion table, including existing defined conversions, is displayed.
5. To add a new conversion:
   1. Click Add New.
   2. Enter the UOMs you want to convert and the quantities you want to convert from and to into the table.
   3. If this conversion will apply to a specific item, enter it in the Item column.
   4. Click Save Changes.
6. Click Save Changes.

Kenandy creates the UOM conversion rule.

You can select UOMs such as default purchasing and stocking UOMs for an item on the item master record, selling, dimension, and weight UOMs on both the item and product records, and default sales order dimension and weight UOMs for the company on the company record.

You can set up time-based UOMs to capture billing frequency information, and for renting products to customers by the hour, week, or month. Select Time as the UOM type, and select options in the Every and Recurrence fields. These UOMs are available for selection in the Billing UOM field when you create invoice grouping rules, and sales or rental agreements.

Kind of UOM	Where Used
Billing UOM	Invoice grouping rules Sales Agreements Rental Agreements
Dimension UOM	Item Product Sales Order Company
Packaging UOM	Item Purchase Order Line Work Orders Shipments Sales Order Cycle Count Inventory Transfer and Update Inventory Change Inventory Transaction Transfer Consigned Ownership SKIDs Return To Vendor Receiving
Purchasing UOM	Purchase Order Line
Stocking UOM	Item Purchase Order Line
Weight UOM	Item Product Sales Order Company Purchase Order Line

The following table lists the fields that Kenandy provides. Your system administrator selects the fields that are displayed on your user interface.

UOM Detail Field Descriptions

Field	Description
Currency	The currency you want to associate with this UOM.
Description	A description of this UOM, including how and why it's used.
Every	The number you set this UOM to recur. Enter a value in Every only if this UOM Type is set to Time. When you enter a value in Every, also enter a value in Recurrence.
Package Class	The place where this packaging UOM exists in the hierarchy of packaging UOMs. Enter a value in Package Class only if you plan to use this UOM as a packaging UOM.
Recurrence	The interval you set this UOM to recur. Enter a value in Recurrence only if this UOM Type is set to Time. The Recurrence value works with the Every value. For example, to create a UOM for Daily, enter 1 in Every and Day(s) in Recurrence.
Type	The UOM type. The Type tells you when you'll see and use this UOM in Kenandy.
UOM	This UOM name and two-letter code.

UOM Conversions Field Descriptions

Field	Description
Action	Delete: Click to delete this UOM. Only delete a UOM if you're sure you'll never use it again.
Item	You can specify the item to which you want this conversion to apply.
UOM	Name of the unit of measure you're searching for existing conversions for. Check to see whether the conversion you need already exists in Kenandy before creating a new one.
UOM 1	The first (From) unit defined in a unit of measure set. For example, if the first unit is a dozen (12), the related unit might be an each (1).
UOM 1 Quantity	The numeric value of the unit of measure. For example, EA=12.
UOM 2	The related (To) unit in a unit of measure set. For example if the first unit is a dozen (12), the related unit might be an each (1).
UOM 2 Quantity	The numeric value of the unit of measure. For example, EA=1.