The Unit of Measure (UOM) represents the magnitude of a quantity. It is used to define and communicate the quantity of products in various business processes such as selling, invoicing, billing, return fulfillment, shipping, and more. Each product can be associated with multiple units of measurement. This flexibility allows a company or an organization within a company to sell a specific product using different units of measure based on business requirements or customer preferences.

UOM conversion is required for ease of maintenance. The pricing administrator can set the price once and perform a UOM conversion. UOM conversion can be set for the particular product.

UOM conversion is performed when units included in the transaction differ from the primary unit of the item being transacted.

To add a UOM conversion

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Conversion Management.
  3. Click UOM Conversion Rates.
  4. Click New.

  5. Enter or select values for the following fields:

    FieldDescription
    From UOMSelect a unit of measure from the dropdown list that can be used as a source for rate conversion.
    To UOMSelect a UOM for which the conversion rate is defined.
    ProductSearch and select the name of the product for which the conversion must be applied. If the product field is blank, then the UOM is applicable for all products.
    Conversion RateDefine a conversion rate for the UOM.
  6. Click Save & New to save the created UOM conversion and continue creating another UOM conversion, or click Save to save the created UOM conversion.

You can edit and delete the UOM conversion by clicking the More () icon and then selecting the Edit or Delete option for the relevant UOM Conversion Rate from the list.

Once the conversion record is created, you can filter the records in the grid by performing a keyword (basic) search or applying one or more advanced filters and filter logic. For more information on keyword search and advanced search, see Filtering Records in the Grid View.