Overview
In many scenarios, products can be sold to the consumer in varying units and pack quantities. For example, copy paper might be sold by the ream, the carton, or the pallet. Some businesses will create 3 unique product codes to cater for these options.However, from version 3.82+, the functionality exists in BPD to use just 1 product code, while offering a Unit of Measure selector when adding to cart.
The Unit of Measure enhancement is a role-based function. So you can have B2C customers purchasing products in their retail packaging, while offering B2B customers the option of buying in bulk.
When the sales unit is changed by the user, the price of the product will update accordingly.
Contents
| Default Unit of Measure | Alternate Unit of Measure |
|---|---|
 |  |
Prerequisites
For UOM Selection to work correctly on the web, the product data in your PRONTO ERP must be correct as well.
At a minimum, ERP product data should include:
- Unit Description (E.g. Each, Box, Ream)
- Alternate Unit Description (E.g. Pack, Carton, Pallet)
- Conversion Factor (Unit price is multiplied by this factor to determine Alternate Unit price)
Once your data is ready, follow the steps below to implement the function online.
1. Enable UOM Selection at the Role level
- Login to the CMS.
- Navigate to Users --> Roles.
- Select the required role.
- Select the Functions tab.
- Click 'Modify'.
- Tick the 'Allow UOM Selection On Products' option.
- Ensure the 'Use Alternate Product Units' option is NOT ticked.
- Click 'OK' to save.
2. Enable Unit Selector Display - Product Lists
First, ensure you're using the zoned layout for product lists:
- Login to the CMS.
- Navigate to Content --> Standard Pages.
- Select the Product List template.
- Edit the Product List Grid widget.
- Ensure 'Use Zoned Product Layout?' is enabled.
Now add the new widget to the zoned product list template:
- Navigate to Content --> Standard Pages.
- Select the Product List Item Zoned template.
- Add the 'Product List Unit Of Measure' widget to the appropriate zone (this is dependant on your site design, but zone Column2Bottom is a good starting point).
3. Enable Unit Selector Display - Product Detail
If you're using a zoned layout for your product pages, there's nothing more to do!
For sites using the traditional layout and Product Purchase Details widget, enable the function on your Product Detail pages.
- Navigate to Content → Standard Pages.
- Select the Product Detail page template.
- Edit the Product Purchase Details widget.
- Enable the option to 'Show Alternate Unit Of Measure'.
- Save changes.
Congratulations, the Unit of Measure selection feature is now implemented for your site!
Please note - this functionality is not available for use in Fast Order Entry.
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