Inventory Management
Product Sizing
The three sizes every inventory product has, and how to choose each one.
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About
Every inventory product has three sizes, which you can set up to suit how each product is handled.
Base unit
The smallest size. Everything else is built on it.
Receiving unit
The size you usually receive, or the batch you make.
Stocking unit
The size you sell in or count in.
In the product setup, you enter a label for each size and how many base units it holds:
Those labels are then shown to users across the system, so they can easily tell the sizes apart:
How you set up the sizes depends on the type of product and how complex it is. See the inventory product configuration articles.
Choosing each size
See the Core Product Sizes tab for how to choose each one, and Supplier Pack Sizes for the packs you receive.
Core Product Sizes
How to choose the base, receiving and stocking unit for a product.
Name sizes clearly
For receiving and stocking units, include the size in the name, not just "BOX" or "BOTTLE". For example, BOX (5 kg) or BOTTLE (1.5 litre), or in imperial, BOX (10 lb) or BOTTLE (50 fl oz).
Which size are you setting?
Base unit
The base unit is the product's foundation. The other two sizes are based on it, and it's the size used when a product is added to a recipe as an ingredient. Set it as the smallest size you need for the product.
Units
Each, Slice, Cup
Metric
Gram, Millilitre
Imperial
Ounce, Fluid Ounce
Never change the base unit
Once a product's base unit is set, it shouldn't be changed. Find out why the base unit can't change.
Receiving unit
What the receiving unit should be depends on the type of product:
Supplied products
The pack size you usually receive from suppliers. You can add other supplier pack sizes later, but using the usual one makes movements and counts easier for your users.
Recipe batches
The size of the batch the ingredients make.
Stocking unit
Products sold as they are
If the product is sold directly, the stocking unit must be the size it's sold in.
Otherwise, you can choose the stocking unit to suit the product. Common choices are:
A measurement
For products measured when counted. Metric: KG, Litre. Imperial: Lb, Pint, Gallon.
A smaller pack
When the supplier's pack can be broken down into smaller units.
Another pack size
When the product is often ordered in different sizes from suppliers.
Supplier Pack Sizes
As well as the three core sizes, Supplied products have a supplier pack size for each pack you receive from a supplier.
It should match the size the supplier provides the product in, and suppliers can see it on supplier orders.