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Product units
Posted on 09 April 2025 08:26 pm

 

Managing Product Units


1. Adding New Units

 Steps:
1️
Go to Products Units.
2️
Enter the following details:

  • Unit Name (e.g., Kilogram, Liter, Box, Piece).
  • Short Name (e.g., KG for Kilogram, L for Liter).
  • Allow Decimals: If enabled, products can be purchased/sold in decimal values (e.g., 0.5 KG).
    3️
    Click Save to add the unit.

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:
1️
Go to Products Units.

2️ Add the higher unit (e.g., Carton) and select Add as multiple of another unit.

3️ Go to the Add Unit screen and add the smaller unit (e.g., Piece).

4️ Define the conversion details (e.g., 1 Carton = 12 Pieces).

5️ 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:
1️
Go to Settings Business Settings Products.

2️ Enable Enable Relevant Sub-Units.

3️ When adding products, select the main unit, and a list of applicable sub-units will appear.

4️ 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! 

 

 

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