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Multi-Unit of Measure & Case-Pack Conversions — ERP for Cash & Carry & CPG Distributors

Home   •   ERP for Wholesale Distribution — by Industry   •   Multi-Unit of Measure & Case-Pack Conversions — ERP for Cash & Carry & CPG Distributors

Keep case, pack, LB, and each in sync across POS, warehouse, and eCommerce. Ximple ERP gives cash & carry and CPG distributors a single source of truth for multi-unit of measure, so you can protect margins while moving high volumes of product.

Replace spreadsheets and manual UOM workarounds with clean item masters, conversion factors, and price lists that actually match how your customers buy — by case, by sleeve, by kilo, or by single unit.

POS Built Around Cash & Carry Lanes

Why Multi-Unit of Measure is So Hard in Cash & Carry Distribution

In cash & carry and CPG distribution, UOM is not a simple “EA vs CS” setting. The same SKU may be purchased one way, stored another way, and sold in three different units across branches and channels. Without the right ERP, every conversion factor becomes a risk.

One SKU, many UOMs

You buy by the case, store by the inner pack, and sell singles at POS — sometimes by LB or KG for food and tobacco products. Legacy systems force you to create duplicate item numbers or rely on manual conversions.

Pricing doesn’t match how customers buy

Retailers, small shops, and convenience stores expect deals and rebates by case or sleeve. If ERP pricing is only set at “each”, teams lose visibility into real margins and promotional performance at the UOM where deals happen.

Inventory and shrinkage become opaque

Breaking cases into singles without tight conversions leads to phantom stock, shrinkage that is hard to explain, and write-offs that hide in “adjustment” codes instead of root-cause analysis.

Before — Spreadsheets & Workarounds

Multiple item numbers for the same product, manual UOM conversion tables, and different counts in ERP, POS, and the warehouse. Teams spend hours reconciling UOM differences after every large promotion or inventory count.

After — Unified Multi-UOM ERP

One item master with all UOMs and conversion factors. Every transaction — purchase order, putaway, break-pack, POS sale, or web order — updates inventory and pricing correctly in real time.

How Ximple ERP Handles Multi-UOM, Case Packs & Conversions End-to-End

Ximple ERP embeds multi-unit of measure into your item master, pricing engine, warehouse flows, and POS. UOM is not an afterthought; it is how the system is designed.

Item master with UOM hierarchy

Configure base UOM (EA, LB, KG) plus purchasing, stocking, and selling UOMs — case, sleeve, inner pack, tray, roll, etc. Maintain clean conversion factors for each relationship and branch.

Conversion-aware transactions

Every transaction respects UOM: POs by case, receipts by pallet, putaways by inner pack, POS by each, web orders by mixed UOM. The system converts and posts quantities to the right base unit automatically.

Branch-specific UOM & pack sizes

Cash & carry outlets and central DCs can maintain different pack sizes and selling UOMs for the same item, while keeping corporate reporting consistent.

Multi-UOM embedded across modules

  • Inventory & warehouse management
  • POS & front counter
  • Purchasing & replenishment
  • B2B eCommerce & customer portals
  • Pricing, promotions & rebates
  • Financials and landed cost

1 item

Multiple UOMs — no more duplicate SKU records.

3–5 hrs/week

Typical reduction in manual UOM clean-up work.

>95%

UOM-related pricing errors eliminated.

Real-time

Stock updates at the UOM where you sell.

Real-World Case, Pack, LB & Each Scenarios in Cash & Carry & CPG Distribution

Multi-UOM is more than a conversion factor in a table. It is how your business works every day. Ximple ERP is built around your real scenarios.

Scenario 1 — Tobacco & vape sleeves

Cartons bought by the case, broken into sleeves, and sold as packs at POS. Ximple tracks conversions from case → sleeve → pack → stick, updating inventory and average cost at each step.

Scenario 2 — Beverage by case & bottle

Soft drinks purchased by the pallet, stocked by case, and sold as bottles or multi-packs. The ERP maintains availability for both single bottles and promotional multi-packs without double-counting stock.

Scenario 3 — Confectionery by weight

Bulk candy purchased in 25 LB bags, stored in totes, and sold by LB or KG. Ximple manages variable-weight items at POS and adjusts inventory automatically when bags are opened or repacked.

Scenario 4 — Household & GM mixed packs

Mixed packs for promotions (e.g., 3 households items bundled together). The system maintains the parent pack as well as the underlying single SKUs and adjusts both when packs are built or broken.

Example Item Buying UOM Stocking UOM Selling UOM Conversion structure in Ximple ERP
Cigarette brand A Case (60 cartons) Carton Pack / Stick 1 case = 60 cartons, 1 carton = 10 packs, 1 pack = 20 sticks, with pricing and taxes handled at pack and stick levels.
Energy drink 16oz Pallet (120 cases) Case (24 bottles) Each bottle / 4-pack 1 pallet = 120 cases, 1 case = 24 bottles; system tracks both single bottles and 4-packs built from the same on-hand quantity.
Bulk mixed nuts Bag (25 LB) LB LB / pre-pack 8oz Base UOM = LB; pre-pack 8oz units are derived from the same base quantity, with shrink and yield captured when repacking.

Multi-UOM Pricing, Promotions & Margin Control

UOM complexity shouldn’t create margin surprises. Ximple ERP aligns cost, price, and promotions across case, pack, and each, so you can run aggressive deals without losing control.

Price lists by UOM

Maintain separate price breaks and tiered discounts for cases, sleeves, packs, and singles. The ERP picks the right price automatically based on the selling UOM at POS, on the web, or on a sales order.

Promotions built on real cost

Promotional pricing and rebates can be defined by UOM, with accurate landed cost and vendor deals factored into margin calculations — avoiding “profitable” promotions that actually destroy margin.

Guardrails for front-line staff

Set UOM-specific min margins and approval workflows, so counter staff can discount responsibly while still respecting cost and vendor funding limits.

POS, Warehouse & B2B eCommerce All Share the Same UOM Structure

Multi-UOM only works if every channel reads from the same playbook. Ximple ERP keeps item masters, UOM conversions, and pricing synchronized for your entire cash & carry operation.

POS that understands UOM

Scan a carton barcode or a pack barcode and let POS look up the correct UOM, price, and tax rules. For variable-weight items, the POS reads scale weights and posts transactions in LB or KG without manual conversions.

B2B eCommerce with UOM options

Give retailers the flexibility to order by case or by inner pack online, while still enforcing minimum order quantities and promotional pack rules. Available-to-promise reflects all UOM activity in real time.

Warehouse scanners for break-pack flows

Mobile warehouse devices guide break-pack and repack tasks and update on-hand quantities at each UOM. Staff don’t need to know conversion math — they simply follow system prompts when opening cases or building promotional packs.

Analytics by UOM & pack size

Analyze sales and margin by UOM — cases vs singles vs mixed packs — to see where you should encourage trade-up to larger units or tighter pack sizes.

Implementation Approach: From UOM Chaos to Clean Item Masters

Moving to multi-UOM ERP is as much about data as it is about software. Ximple’s implementation approach focuses on cleaning UOM data and building sustainable patterns for new SKUs.

1. UOM discovery & mapping

We map how items are currently bought, stored, and sold across branches and channels. This includes UOM codes, pack sizes, barcodes, labels, and scale items.

2. Template-driven item masters

We create templates by category (tobacco, beverage, confectionery, household, GM) to standardize typical UOM structures, so new items can be onboarded quickly and consistently.

3. Controlled go-live & training

Teams are trained on UOM-aware processes — receiving, break-pack, POS, web ordering — with clear SOPs and dashboards that highlight exceptions early.

KPIs & Business Outcomes from Multi-UOM ERP

When UOM complexity is handled correctly, cash & carry and CPG distributors see gains across inventory accuracy, margin control, and customer experience.

-30%

Reduction in UOM-related stock variances and “mystery shrinkage.”

-20%

Fewer pricing disputes and credit notes tied to wrong UOM pricing.

+10–15 bps

Margin lift on key categories due to accurate UOM cost and deal tracking.

Faster onboarding

New item UOM setup in minutes using templates instead of ad hoc rules.

Multi-UOM ERP for Cash & Carry & CPG — FAQ

Common questions cash & carry and CPG distributors ask when evaluating multi-unit of measure capabilities in ERP.

Can we start with a subset of items and roll multi-UOM out in phases?

Yes. Most distributors start with a small number of high-volume categories (tobacco, energy drinks, confectionery, etc.), stabilize UOM structures and pack flows there, and then extend to long tail items. Ximple ERP supports mixed environments during rollout.

Do we need separate item numbers for each UOM?

No. In most cases, a single item number can support multiple UOMs with defined conversion factors. Separate item codes are only used when business rules require independent control (for example, promotional bundles that need unique tracking).

How does this work with scales and variable-weight items?

For weighed items, the POS reads the weight from the scale and posts the quantity in the base UOM (LB or KG). Conversions to cases or bags are handled in the warehouse when items are received or repacked, so you always know how much weight is still available to sell.

Can Ximple ERP integrate our existing POS or eCommerce front-end?

Ximple ERP exposes item, UOM, pricing, and availability via APIs, so existing POS or eCommerce front-ends can consume the same UOM structure. Many customers choose to migrate to Ximple POS and B2B eCommerce over time, but integration-first approaches are supported.

Ready to simplify multi-UOM & case-pack complexity?
Talk with our team about Ximple ERP for cash & carry and CPG distribution.