Unit of Measure - Base Types


Units of Measure are used throughout Restaurant365 for Inventory, Purchased/Vendor Items, Recipe Costing, Commissary Items, and Catering Item tracking.  Units of Measure (U of M) are completely customizable and you can have as many, or as few as you need.  There are three Base U of M that all other U of Ms must be equated to either directly, or indirectly through other U of Ms.  These three Base Units of Measure are:

  • Volume
    • Base for this type = OZ-fl
    • Examples: OZ-fl, Cup, Gallon, Quart
  • Weight
    • Base for this type = OZ-wt
    • Examples: OZ-wt, LB, KG, Pound
  • Each
    • Base for this type = Each
    • Examples: Each, Can, Tub, Box, Case



Building Units of Measure


Units of Measure must be equated back to one o the three Base Types listed above.  This can occur directly, or with the use of other U of Ms to indirectly equate the U of M back to a Base Type.


1) Direct Method:

  • U of M name = 'Case - 4/5 Pounds'
    • It is recommended that U of M names be as descriptive as possible to avoid any potential confusion
  • Equivalent U of M = OZ-wt
    • The Equivalent U of M is set to the Base Type of 'OZ-wt'
  • Equivalent Quantity = 320
    • 4 * 5 = 20 Pounds.  20 * 16 (16 OZ-wt in 1 Pound) = 320 OZ-wt


uofm-direct


2) Indirect Method:

  • U of M name = 'Case - 4/5 Pounds'
    • It is recommended that U of M names be as descriptive as possible to avoid any potential confusion
  • Equivalent U of M = Pound
    • The Equivalent U of M is set to an additional U of M named 'Pound'
  • Equivalent Quantity = 20
    • 4 * 5 = 20 Pound


uofm-indirect-case

  • U of M name = Pound
    • It is recommended that U of M names be as descriptive as possible to avoid any potential confusion
  • Equivalent U of M = OZ-wt
    • The Equivalent U of M is set to the Base Type of 'OZ-wt'
  • Equivalent Quantity = 16
    • There are 16 OZ-wt in 1 Pound


uofm-indirect-pound



Unit of Measure Equivalence


U of M Equivalence can be a challenging task and can be accomplished on individual Purchased Items, and Recipes.  Click here for training on U of M Equivalence



How to Create a U of M


To Create a new U of M, hover over the 'Item' Menu in the top ribbon, then the 'Setup' sub-menu.  Select 'New U of M' to open a blank U of M form in a new tab.



Additionally, on some screens in Restaurant365, when entering the U of M value, if the value entered is not recognized, the system will prompt the user to create a new U of M as shown below:


uofm-add-prompt


If the user clicks 'Yes' a new prompt will appear to create the new U of M.



U of M Record



1) Name - Enter the name of the U of M as it will be displayed throughout the system (i.e., when selecting the U of M on transactions or when viewing reports). This is a required field.

2) Equiv U of M - To create a new U of M, it must have an Equivalent U of M that already exists in the system.  As OZ-wt, OZ-fl, and Each are Base U of M, many of your U of Ms will be equated back to one of these three.  You can equate U of Ms to other U of Ms you have created.  For example: Name = 'Case - 4/750 ML', Equiv U of M = 'Bottle - 750 ML', Equivalent Qty = '4'.  As 'Bottle - 750 ML' would have already been created and equated back to OZ-fl, the system can calculate how many OZ-fl there are in our new U of M 'Case - 4/750 ML'.  For more information on U of M Equivalence, see the training on U of M Equivalence

3) Equivalent Qty - The value in this field is directly correlated with the value in the Equiv U of M field and describes the quantity of our Equivalent U of M in our New U of M.  Using our previous example we had an Equivalent Qty of '4'.  That told the system that there are '4' 'Bottle - 750 ML' in our new U of M of 'Case - 4/750 ML'.  For more information on U of M Equivalence, see the training on U of M Equivalence

4) Container - Optional text field to designate container type such as Box, Case, Sack, etc

5) Packsize Descrip - Optional text field to describe Packsize

6) Purchase - This checkbox will determine whether the U of M will appear on the AP Invoice screen as a possible U of M for purchases.  For U of Ms that are not used in Purchasing (Recipe, Commissary, or Catering Item U of Ms), you would uncheck this box

7) Items On Tab - Click on this tab once your U of M has been assigned on Purchased Items, Vendor Items and Recipes to view which Items this U of M is 'on', or rather has been assigned to

8) Save/Delete - Upon completion of your new U of M, hover over the Save button and select one of the save options: Save, Save and New (to save the current record and open a new blank form), Save and Close (save the current record and close the tab).  To delete a U of M, hover over the Save button and select Delete