To add a new unit to your organization, follow the steps below:
Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.
Step 2: Select the Units menu and click the Add Unit button.
Step 3: On the Add Unit page, complete the following fields:
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- Unit Code: Enter the unique code for the unit.
- Unit Name: Enter the full name of the unit.
- Unit Symbol: Specify the unit symbol (e.g., kg, pcs, m).
- Order: Enter the display order number. Units with smaller numbers will appear higher in the unit dropdown list.
- Display: Enable this option to make the unit visible in the unit dropdown list (used in Items → Add/Edit Item forms). Disable this option to hide the unit from the dropdown list.
- Note: Enter any additional notes if required.
Step 4: Click the Save button to create the unit.
Edit Unit
To edit the details of an existing unit, follow these steps:
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- Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.
- Step 2: Select the Units menu, hover over the unit you want to edit, and click Edit.
- Step 3: Make the necessary changes and click the Save button to apply the updates.
Delete Unit
If a unit is no longer in use, it can be deleted by following these steps:
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- Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.
- Step 2: Select the Units menu, hover over the unit you want to delete, and click Delete.
- Step 3: Confirm your action in the confirmation pop-up. The selected unit will be permanently deleted.