Guide: Unit Setting

Unit Setting

Add New Units

To add a new unit to your organization:

• Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar.
• Step 2. Select Unitsmenu -> Click on the Add unitbutton.
• Step 3. In the Add unitpage, fill the following details: Unit code: enter the code for the unit Unit name: enter the name of the unit Unit symbol: specify the symbol for the unit ( e.g. kg, pcs, m) Order: enter the display order number,Unit with a smaller number will appear at the top of the unit dropdown list Display: check this box to make the unitvisiblein the unit dropdown list ( used in the Itemsmenu -> Add/ Edit Item form). Uncheck tohidethe unit from the dropdown.Note: enter any additional notes if necessary

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 unitvisiblein the unit dropdown list ( used in the Itemsmenu -> Add/ Edit Item form). Uncheck tohidethe unit from the dropdown.
6. Note: enter any additional notes if necessary

• Step 4. Click Savebutton

Edit Unit

To edit the details of an existing unit :

• Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar
• Step 2. Select Unitsmenu ->Hover over the unit to be edited and click Edit
• Step 3. Make the necessary changes and click Savebutton

Delete unit

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

• Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar
• Step 2. Select Unitsmenu ->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.