UoM, Whole Units, MOQ, Case Packs, and RFQ Quantities

Niyu Smart Stock plans internally in the product's stock UoM, then converts approved purchase quantities into the purchase UoM. This keeps sales, incoming supply, schedules, transfers, and RFQs comparable.

Set product UoMs correctly

• Stock UoM: unit used for inventory, forecasts, Action Lines, planner quantities, and internal transfers.
• Purchase UoM: unit used on RFQs and POs, such as Units, Boxes, or Cases.
• UoM family: stock and purchase UoMs must be convertible.
• Rounding: the smallest valid quantity for the UoM.

For products that must be whole units, set stock-UoM rounding to one whole unit. Forecast demand can remain decimal because it is an estimate; executable quantities follow UoM precision.

Demand and supply normalization

Sales demand, inherited replacement demand, incoming purchase supply, and incoming transfers are normalized into stock UoM before planning. This prevents a case quantity from being compared directly with unit demand.

Planning Rule constraints

• Order Step: required increment or fixed executable step.
• Case Pack / Order Multiple: carton, pallet, or supplier multiple.
• Minimum Order Quantity: minimum positive purchase.

Add these only when the supplier requires them. Do not use purchase case-pack rules to round internal transfers.

Executable quantity sequence

1. Calculate the raw stock-UoM purchase requirement after timely supply and internal transfer contribution.
2. Respect stock-UoM precision.
3. Apply Order Step.
4. Apply Case Pack or order multiple.
5. Apply MOQ and applicable supplier constraints.
6. Split a schedule into valid stock-UoM batches when a Purchase Schedule Profile applies.
7. Convert each final quantity to purchase UoM for the RFQ.

RFQ Quantity Preview and RFQ UoM let the planner inspect the converted result before document creation.

Example

A product is stocked in Units and purchased in Cases of 12. A Planner Purchase Quantity of 60 Units previews as 5 Cases. If the supplier MOQ is 6 Cases, the executable result becomes 72 Units and the RFQ shows 6 Cases.

Planner Purchase Quantity

Enter the planner decision in Planning UoM. An explicit zero is valid. The module records the manual decision and shows the purchase-UoM preview; it does not require the planner to calculate the conversion outside Odoo.

Purchase schedule splits

Whole-unit products are split into valid whole-unit batches. Rounding and minimum-batch settings can change the scheduled total when allowed, so review each batch and the rounding explanation.

Internal transfers

Transfers use stock-UoM rounding and donor availability. Supplier MOQ, Case Pack, and purchase UoM do not apply to warehouse-to-warehouse movement.

Troubleshoot decimals or unexpected quantities

1. Check product stock-UoM rounding.
2. Check the purchase UoM and conversion ratio.
3. Review Order Step, Case Pack, MOQ, supplier packaging, and supplier minimum quantity.
4. Open How Calculated and Rounding Impact.
5. Compare Planner Purchase Quantity with RFQ Quantity Preview.
6. Review schedule-line rounding separately.