This article is for reference only. The Classic Unit of Measure Form was deprecated in October 2023.
To learn about the Smart Ops Unit of Measure form, click here.
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 Measure Types that all other U of Ms must be equated to either directly or indirectly. These three Measure Types are:
- Volume
- Measure Type = OZ-fl
- Examples: OZ-fl, Cup, Gallon, Quart
- Weight
- Measure Type = OZ-wt
- Examples: OZ-wt, LB, KG, Pound
- Each
- Measure Type = Each
- Examples: Each, Can, Tub, Box, Case
Unit of Measure setup is extremely important because it will determine how much is actually put into your inventory based on which U of M you use. Therefore, being as specific as possible is crucial in making sure counts are consistent and correct across different Locations.
Building Units of Measure
Units of Measure must be equated back to one of the three Measure 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 Measure Type.
- Note: It is important to be as descriptive as possible in the naming of your Units of Measure so that inventory items are reflected correctly in inventory. For example, say you purchase 100 oysters from your seafood Vendor. You add this item to an AP Invoice using the 'Case' U of M; however, the 'Case' U of M is already defined as equal to 1 Each, causing 1 oyster to be added to your inventory. Using a more specific U of M, such as 'Case - 100/Each', would define it as equal to 100 Each and would ensure that all 100 oysters are added to your inventory.
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 Measure Type of 'OZ-wt'
- Equivalent Quantity = 320
- 4 * 5 = 20 Pounds. 20 * 16 (16 OZ-wt in 1 Pound) = 320 OZ-wt
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
- 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 Measure Type of 'OZ-wt'
- Equivalent Quantity = 16
- There are 16 OZ-wt in 1 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
First navigate to Smart Ops. From the left navigation menu, click 'Units of Measure (Classic)' under 'Food Admin' to open the Units of Measure page.
From the Units of Measure page, click the '+Create' button to create a new U of M.
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:
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 a Measure Type, 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) Purchase UofM Checkbox - The Purchase UofM checkbox indicates whether the U of M will be available in AP Invoices, Credit Memos, Vendor Items or Commissary. For U of Ms not needed in Accounts Payable, Users can uncheck this box
- Note: By default, the Purchase UofM checkbox is checked
5) Recipe UofM Checkbox - The Recipe UofM checkbox indicates whether the U of M is available for use in Recipes. When this box is checked, the U of M will be available in ingredient pickers. For U of Ms that are not used in Recipes, Users can leave this box unchecked
- Note: By default, the Recipe UofM checkbox is unchecked
6) Active Checkbox- This checkbox indicates whether the U of M is active in the system. When this box is unchecked, the UofM is not accessible from any forms
- Note: By default, U of Ms are marked as 'Active,' and the checkbox is checked
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), or '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'
In November 2022, the 'Container' and 'Packsize Descrip' fields were deprecated.