Units
Purpose
The Units screen allows administrators to create and manage measurement units used throughout the Purchase module. Units are assigned to items and products to define how quantities are measured during purchasing, inventory management, quotations, purchase orders, and invoicing.
Examples include kilograms (kg), pieces (pcs), meters (m), liters (L), boxes (box), and other custom units.
Create
To create a new unit:
Step 1
Navigate to Settings within the Purchase Module from the left sidebar.
Step 2
Select Units and click Add Unit.
Step 3
Complete the required information:
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Enter the Unit Code.
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Enter the Unit Name.
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Enter the Unit Symbol.
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Specify the Display Order.
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Enable or disable the Display option.
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Enter additional Notes if required.
Step 4
Click Save.
The unit becomes available for use within item records and purchasing transactions.
View
The Units list displays all configured measurement units.
Users can view:
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Unit Code
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Unit Name
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Unit Symbol
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Display Order
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Visibility Status
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Notes
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Creation Information
Edit
To modify an existing unit:
Step 1
Navigate to Settings → Units.
Step 2
Hover over the unit and click Edit.
Step 3
Update the required information.
Step 4
Click Save.
The updated unit information will be reflected throughout the Purchase module.
Delete
To remove a unit:
Step 1
Navigate to Settings → Units.
Step 2
Hover over the unit and click Delete.
Step 3
Confirm the deletion in the confirmation dialog.
The selected unit will be permanently deleted from the system.
Field Descriptions
| Field | Description |
|---|---|
| Unit Code | Unique code used to identify the unit. |
| Unit Name | The full name of the measurement unit. |
| Unit Symbol | The abbreviated symbol displayed for the unit, such as kg, pcs, m, or L. |
| Order | Determines the display sequence of the unit in dropdown lists. Units with smaller values appear first. |
| Display | Controls whether the unit is visible and selectable in unit dropdown lists. |
| Notes | Additional information or remarks related to the unit. |
Workflow Rules
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Units are used when creating and managing items within the Purchase module.
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Units marked as visible appear in the Unit dropdown list on the Item Create/Edit form.
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Units marked as hidden remain in the system but are not available for selection in dropdown lists.
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Display order controls the sequence in which units appear to users.
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Multiple items can share the same unit.
Synchronization
Unit data is synchronized with:
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Items
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Purchase Requests
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Purchase Quotations
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Purchase Orders
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Purchase Invoices
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Vendor Transactions
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Inventory Management
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Reports
Permissions
| Permission | Description |
|---|---|
| View | Allows users to view unit records. |
| Create | Allows users to create new units. |
| Edit | Allows users to modify existing units. |
| Delete | Allows users to remove units. |
Important Notes
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Unit symbols should follow commonly accepted measurement abbreviations whenever possible.
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The Display option controls availability in item forms without deleting the unit record.
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Units with lower display order values appear higher in dropdown lists.
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Deleting a unit may affect item records and purchasing transactions that reference the unit.
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Organizations should maintain consistent unit definitions to ensure accurate purchasing, inventory tracking, and reporting.