Units Setting

This data will be used for the Unit combobox in Add/Edit Item page. 

Add New Units 

To add a new unit to your organization:

  • Step 1. Go to Settings menu under Inventory  from the left sidebar.
  • Step 2. Select Units menu -> Click on the Add unit button.

  • Step 3. In the Add unit page, fill the following details:
     
    1. Unit code: enter the code for the unit
    2. Unit name: enter the name of the unit
    3. Unit symbol: specify the symbol for the unit ( e.g. kg, pcs, m)
    4. Order: enter the display order number, Unit with a smaller number will appear at the top of the unit dropdown list
    5. Display: check this box to make the unit visible in the unit dropdown list ( used in the Items menu -> Add/ Edit Item form). Uncheck to hide the unit from the dropdown. 
    6. Note: enter any additional notes if necessary 
  • Step 4. Click Save button 

Edit Unit 

To edit the details of an existing unit :

  • Step 1. Go to Settings menu under Inventory from the left sidebar
  • Step 2. Select Units menu -> Hover over the unit to be edited and click Edit 

  • Step 3. Make the necessary changes and click Save button 

Delete unit 

If an unit  is no longer operational, you can delete it. To delete an unit:

  • Step 1. Go to Settings menu under Inventory from the left sidebar
  • Step 2. Select Units menu -> Hover over the unit to be deleted and click Delete

  • Step 3. Confirm your selection in the following pop-up. The unit will be deleted.

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