Unit Setting

  • Last Created On Jun 17, 2023
  • 503
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Add New Units 

    To add a new unit to your organization:

    • Step 1. Go to Settings menu under Purchase module 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 Purchase module 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 Purchase module 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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