Product Units

Units of measure define how products are counted, sold, and purchased.

Unit Concepts

Primary vs Secondary Units

Unit Conversions

Convert between units:

1 Pallet = 48 Boxes
1 Box = 24 Pieces
Therefore: 1 Pallet = 1,152 Pieces

Managing Units

Creating Units

1. Go to ERP > Product Units
2. Click Add Unit
3. Enter:
   • Name: Full name (e.g., "Kilogram")
   • Abbreviation: Short form (e.g., "kg")
   • Description: Optional notes
4. Save

Standard Units

Common pre-configured units:

Unit Conversions

Setting Up Conversions

For a product with multiple units:

1. Open product
2. Go to Units tab
3. Add secondary unit
4. Set conversion factor

Example: Bottled Water

Using Conversions

When ordering or selling:

• Select preferred unit
• System converts to primary unit for stock
• Documents show selected unit

Unit Categories

Group units by type:

Count Units

Weight Units

Volume Units

Length Units

Business Applications

Purchase Units

Buy in bulk units:

• Purchase by pallet or case
• System tracks individual pieces
• Receive and put away efficiently

Sales Units

Sell in customer-preferred units:

• Sell by piece or pack
• Price per unit shown
• Invoice in customer's unit

Stock Units

Track in base units:

• Consistent inventory counts
• Accurate stock valuation
• Clear availability

Unit Rules

Decimal Handling

Configure decimal places:

Rounding

Set rounding behavior:

• Round up (conservative)
• Round down (liberal)
• Round nearest (standard)

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