1. Adding New Units
Steps:
1️⃣ Go to Products → Units.
2️⃣ Enter the following details:
2. Adding Multiple Units for the Same Product
Why Use Multiple Units?
If you purchase a product in one unit and sell it in another (e.g., buy in cartons and sell in pieces).
Steps:
1️⃣ Go to Products → Units.
2️⃣ Add the higher unit (e.g., Carton) and select Add as multiple of another unit.
3️⃣ Go to the Add Unit screen and add the smaller unit (e.g., Piece).
4️⃣ Define the conversion details (e.g., 1 Carton = 12 Pieces).
5️⃣ When adding/editing a product, you can select the appropriate unit from the dropdown.
3. Important Notes on Unit Management
⚠ Important: When adding a product, the main unit (e.g., Carton) will not appear in the dropdown. Instead, all transactions will be recorded in the lower unit (e.g., Pieces). Modifying conversion details after purchases or sales will affect recorded quantities.
4. Selecting Relevant Sub-Units for Products
Steps:
1️⃣ Go to Settings → Business Settings → Products.
2️⃣ Enable Enable Relevant Sub-Units.
3️⃣ When adding products, select the main unit, and a list of applicable sub-units will appear.
4️⃣ Selecting sub-units allows you to handle purchases or sales in these units.
Tip: Using multiple units improves inventory accuracy and reduces errors in sales and purchases!