Unit Conversion

Master data for converting units. Workist can recognise units and automatically convert them to other quantities. To do this, Workist requires a list of conversion quotients.

warning

If unit conversion is to be used in Workist, the sales_units and order_units in the article list become mandatory! → Article Master Data

Column Description

Red names are mandatory. Purple names are at least recommended data.

#	Field Name	Status	Description
1	partition_id	Optional	Reference to a customer ID (client_id1). Limits the AI selection list and significantly increases the recognition rate.
2	article_id	Required	Primary unique identifier for an article. Must be the same ID as article_id1 in the article master data.
3	source_unit	Required	Source unit of the conversion
4	target_unit	Required	Target unit of the conversion
5	conversion_quotient	Required	Conversion quotient (often specified as a factor in other systems — here it must be 1/factor)

Format

Columns that are not needed can be omitted from the data export.

Example file name: conversion_factor_list.csv

Details on Unit Conversion

For unit conversions, Workist first needs to be configured for each available article to specify in which units it can be ordered and in which units it can be sold. At Workist we call these the available order_units and sales_units in the article master data.

Adjustments in the Article Master Data

Example: configuring order_units and sales_units for a beer:

• sales_units is set to ["Flaschen"] — Workist always converts this article to bottles in the output.
• order_units must be a list of all units in which customers can place orders, e.g. ["Kisten", "Sixpacks", "Flaschen"].

article_id1,beschreibung,article_id2,order_units,sales_units
123, Bier, 000123,"['Kisten', 'Sixpacks', 'Flaschen']",['Flaschen']
abc, Orangensmoothie, 000abc,"['Flaschen']",['Flaschen']
1234, Blaubeerwein, 0001234,"['Kisten', 'Flaschen']",['Flaschen']
1122, Sprudelwasser, 0001122,"['Kisten', 'Flaschen']",['Flaschen']

Configuring the Conversion Master Data

The conversion is stored as a quotient. The conversion_quotient must contain:

• 1 bottle = 1/6 sixpack → 0.16666...
• 1 bottle = 1/24 crate → 0.04166...

article_id,source_unit,target_unit,conversion_quotient
123,Sixpacks,Flaschen,0.16666666666
123,Kisten,Flaschen,0.04166666666
1234,Kisten,Flaschen,0.125
1122,Kisten,Flaschen,0.08333333333

One entry in the master data is required for each article and order_unit combination (not for units that do not need to be converted, e.g. bottles to bottles).

When a customer orders 1 sixpack, Workist converts the output quantity to 6 bottles.