Definitions

UOM: Stands for unit of measure. A unit of measure (UOM) is the unit in which the item is packaged.

Base UOM: is the smallest unit that you handle and use to refer to each item

Each: Lowest unit of measure of your inventory item.

Case: Two or more units of the same inventory item (Ex. 1 Case = 10 Each)

Check out our UOM help doc for a deeper dive in understanding UOM.

Modal: Is a dialog box or popup window that is displayed on top of the current page.


Background

Inventory Settings make it easy to filter and report your inventory as well as define a consistent way for the warehouse to understand your items. These settings also make it easy to consistently manage your inventory as you add new platforms.


Process

1. Go to the Inventory module on OrderGrid and select “Settings” from the drop-down menu.


UOM Setup

Note: If you are a new user, there will be default settings already configured for you. Your Base UOM for every item will be set to “Each”. “Each” = one unit of an item.

1. Go to the "UOM" tab (Unit of Measure).

2. Click the “New UOM” button. (Suggested Unit of Measurement: Each, Case, Pallet)

3. Input a Name and description. Click Submit.

Note: “Name” field must be an abbreviation (Ex. EA = Each, CS = Case, BD = Bundle).


Brand Setup


Note: If you manage multiple brands, this is a good feature to help you differentiate between their inventory.

1. Go to the “Brands” tab.

2. Click the “New Brand” button.

3. Input a name and description. Click Submit.


Category Setup

Note: If you sell multiple types of items, this is a good feature to help you differentiate between them. (Ex. Category Types = Condiment, Clothing, Stationary, Promotional)

1. Go to the “Categories” tab.

2. Click the “New Category button.

3. Input a name and description. Click Submit.


Item Tag Setup

Note: You can use Item Tags to help you in various ways. If your product is part of a new campaign or a promotional item, add a tag so you can filter and manage your inventory. This is not a required step.

Note: You can assign multiple tags to an item whereas you can only assign one Category, Brand, and Item Type to an item.

1. Go to “Item Tags”.

2. Click the “New Item Tag” button.

3. Input a name and description. Click Submit.


Item Types

Note: Item Types can include Products, Materials, Inserts, Stickers etc.

1. Go to “Item Types”.

2. Click the "New Item Type” button.

3. Input a name and description. Click Submit.

4. Select a Super Type.


Congratulations! You have successfully configured your Inventory Settings and completed the first step in the setup process.

If you need any additional help regarding this topic, please reach out to us at info@ordergrid.com.


Getting Started Checklist

Item Setup

Connect Your Online Store

Unit of Measure (UOM)

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