Step by step
- Open Inventory > Units.
- Press New to open Add Unit. Type the Name (for example Piece) and the Short Name (for example Pcs); both are required.
- For a bigger unit set As A Multiplier Of Other Unit to Yes. In the line below type the Amount Of Base Unit and choose the unit in Select Base Unit, for example 1 Carton = 12 Piece. Press Save.
- The list shows Unit ID, Name, Short Name, Base Unit and Multiplier Details (for example 1 Carton = 12 Pcs).
- Type in the search box to find a unit. In the Action column the edit icon changes a unit and the trash icon deletes it.
- Excel, Pdf and Print export the list.
Good to know
- A unit that is used by a product, or that is the base unit of another unit, cannot be deleted.
- Only a unit that is not a multiple itself can be chosen as a base unit.
- In Add Product, Has Multi Unit offers the units whose base unit is the unit of the product. Make those bigger units here first.
- The + beside the Unit field of Add Product adds only a simple unit. Make a multiple unit on this page.
- Adding, editing and deleting a unit each need their own permission.