Unit of measure conversion allows rebate to be earned per unit of a product, where the unit has been configured for an amount of the product.
Global unit of measure (UoM) allows you to maintain conversion units and rates on a per-product basis at the dimension level instead of the program line level. This allows you to upload only one primary list of updated conversion rates, with the platform updating relevant program lines to use the changed rates. Program lines can specify whether they use the global UoM conversions or not.
This article will guide you through:
- How does global UoM work?
- Downloading the global UoM conversions template
- Populating the global UoM conversions template
- Uploading global UoM conversions
- Identifying updates made to the global UoM master list
Looking for something else?
- Looking to set global UoM on a program line? Learn more about setting unit of measure conversions here.
- Looking to set global UoM on a transaction line? Learn more about manually importing transactions here, or automatically importing transactions here.
How does global UoM work?
Watch the video below to understand an overview of the functionality before configuring global UoM for your channel.
Downloading the global UoM conversions template
Channel admin users have access to the Config area and global unit of measure template within Enable.
To navigate to global UoM conversions:
Step 1: Click on Config in the green banner at the top of the page
Step 2: Click on Structure in the drop-down menu.
Step 3: Within the Dimensions tab, click on the Products dimension.
Step 4: On the right of the page, click on the Upload UoM tab.
Note: If you cannot see this tab, reach out to the Enable Support team to request that UoM is set up for your channel.
Step 5: Click the Download template button. Set the checkbox for Populated with existing to download a template containing all existing unit of measure conversions within your Enable channel. Alternatively, leave the checkbox clear to download a blank template. Tip: Use Populated with existing to edit existing conversions.
Step 6: Click the Download button to save the template to your computer’s downloads folder.
Populating the global UoM conversions template
The columns displayed in the template are:
- Product Reference: Automatically populated with the product item references in your channel.
- [Unit]: Displays a column for each unit required.
To populate the file once the global UoM template has been downloaded:
Step 1: If the UoM conversions template has not been populated before, change the name of each Unit column header to the actual unit types required for your channel, e.g. Unit 1 may be changed to Pallets or KG. If the UoM conversations template has been populated before, the column names must not be changed, and all existing columns must be present in the CSV file. Note: A minimum of 2 unit columns must be set in the template. A maximum of 20 unit columns can be used.
Step 2: Populate the relevant unit column for each product. Each product unit can have between 0-8 decimal places. If a unit is not applicable for a product, the cell can be left blank. Note: When the unit for a product is left blank, a default value of 1 will be assumed if the unit is ever used for conversions in a program line.
Uploading global UoM conversions
Once you have followed the above sections and populated the global UoM template, you can upload the template within the same dimensions area outlined above.
Step 1: On the right of the page, click on the Upload UoM tab.
Step 2: Click Browse to select and open the relevant populated template file.
Step 3: Click Upload.
The file will then be queued for upload. Calculations for affected program lines (those using Global UoM) will be queued after the UoM list import.
If a dimension item reference cannot be found in the Enable channel data, this will be ignored instead of erroring the entire import.
Identifying updates made to the global UoM master list
The user activity log can be used to identify when a user has updated the global UoM list.
When the global UoM master list is changed, the Activity description displayed in the activity log will be Global UoM master list uploaded, and the Activity type will be logged as an Edit.
What’s next?
Ready to import your transactions using a global UoM? Learn more about manually importing transactions here, or automatically importing transactions here.