Units of Measure are the units in which you count and track stock items such as by the case, the package, and the each. In Clover Sport, UOM (Units of Measure) can be set as the default for several different inventory actions.
- Units of Measure Overview
- Units of Measure Examples
- Set Up Your Quantities Correctly
- Setting Up Your Units of Measure for Liquids (Liquor, Wine, etc)
Units of Measure Overview
Let's consider the Stock Item example: bottled beer. You sell this beer by the bottle, so one bottle or "each" is set as the Base Unit of Measure. However, you purchase beer by the case, so a case of beer will be the Purchase Unit of Measure. Buying a case from a supplier is easier than buying individual bottles so when you create a Purchase Order for this stock item, the default Unit of Measure will be case. Finally, you transfer 6-Packs of beer to your stands for events at your venue, so package will be the Transfer Unit of Measure. When you create a Transfer for this Stock Item, the default Unit of Measure will be package.
When creating Stock Items can be broken down into the following Units of Measure:
- Base - The smallest amount an item can be measured in (as an example, liquids can be measured in ounces or hot dog buns are measured a single bun).
- Counting - The Counting Unit of Measure (UOM) is how you count items on a standsheet.
- Note: The Counting Unit of Measure will multiply the QTY of Base by the Menu Price on a standsheet.
- The Counting UOM is also available in the Audit countsheet in addition to the Transferring and Purchasing UOMs. By default the counting UOM is the Base Unit.
- Transferring - Displays this unit of measurement when transferring inventory.
- Purchasing - Shows this unit of measurement when purchasing this item.
- Display - Controls how the stock item appears in Clover Sport Manager on the Inventory Status page. It does not control the Audits page.
- Note: The Inventory Status page displays the Stock Item according to the Display Unit of Measure that you assigned to it. For example, if your Display UoM is case, this page will display approximately how many cases you currently have. The most precise Display UoM is your Base Unit.
- Current Count:The current quantity of that Stock Item that you have on hand.
Units of Measures Examples
Set Up Your Quantities Correctly
Once you have determined the correct Units of Measure for your Stock Item, it is time to input the QTY (Quantity) of Base.
Your Base Unit will always be a Quantity of 1. Every other quantity is built off of the Base Unit.
Let's consider the Stock Item example: hamburger buns.
In a hamburger Recipe, you would include 1 bun, or each. This is your Base Unit.
You would purchase hamburger buns by the case. When inputting the quantity, ask "How many individual buns (base unit) come in a case? In this example, there are 96 buns in one case so the QTY of Base is 96.
Finally, these buns are packaged in packs of 8 buns. The QTY of Base for a pack is 8.
Setting Up Your Units of Measure for Liquids
When setting up Units of Measure for liquids that are sold in a drink other than a can or bottle (think: Vodka Single), your lowest unit of measure (base) will need to be ounce. The rest of your Units of Measure will be based on how many ounces are in them. Below is the breakdown for a liquor bottle that is 750 mL.
- Base Unit: ounce
- Qty of Base: 1 ounce
- Transfer Unit: bottle
- Qty of Base: 25.3605 ounces (assuming there are 25.3605 ounces in one bottle)
- Purchase Unit: case
- Qty of Base: 304.326 (assuming there are 12 bottles in a case)
In this way, you are able to build recipes using ounces of liquor that you deplete from your bottles of liquor with each pour. In the example below, we've added 1.5 ounce (1 shot) to our Liquor Single recipe. Each time this item is sold, it will deplete 1.5 ounces of liquor from inventory.
Note: Make the cup the Chargeable in the recipe so variances on a standsheet are easy to understand. One cup sold = one cup depleted from inventory.