Units
Overview
Multiple Units can be linked to Materials, which can be used for buying, selling and estimating.
The Material Unit is the base unit in which Inventory appears. See Changing the Base Unit of Stock Check Materials to find out what happens to Stock Checks when the Base Unit of a material is changed.
The Convert Qty is the factor by which a unit is multiplied to get to the Base Unit Quantity.
Units (tab)
Info
Materials have a default of ea (each) as the Base Unit when they are created. The Base Unit can be changed, and additional units can be added.
Buttons Explained
Top Row Buttons
| Button | Description |
|---|---|
| ∧ ∨ | Used to navigate to the next or previous material. |
| Edit | Lets you edit the material. |
| New | Not applicable to this tab. (Creates a new material). |
| Delete | Not applicable to this tab. (Deletes the material). |
| Save | Saves any changes. |
| Copy | Not applicable to this tab. (Copies the material). |
| Actions > Change Base Unit | Lets you change the Base Unit. (Other actions do not apply to this tab.) |
| Menu | Not applicable to this tab. |
Buttons on Tab
| Button | Description |
|---|---|
| Add Unit | Lets you add an Additional Unit. |
Fields Explained: Sheets and Reels
Info
When the category = Sheets, the default is set to ea. When the category = Reels, the default is set to m.
Fields marked in green (✎) can be edited.
| Field | Description |
|---|---|
| ID | A system-generated number for the unit. |
| Unit | A description of the Unit. |
| Default Unit (Sheets) | The default unit used for Sheets or |
| Default Unit (Reels) | The default unit used for Reels. |
| X | The number of Sheets or Reels included in the unit. |
| Base | A description of the Base Unit (Inventory Unit). |
| Stock Check | A checkbox, if checked, a Stock Check may be performed. |
| Menu (...) | A cross that, if clicked, deletes the unit. |
Fields Explained: Other Materials
Info
Fields marked in green (✎) can be edited.
| Field | Description |
|---|---|
| ID | A system-generated number for the unit. |
| Unit | A Description of the unit. |
| X | The number of items included in the unit. |
| Base | A description of the Base Unit (Inventory Unit). |
| Stock Check | A checkbox, if checked, a Stock Check may be performed. |
| Menu (...) | A cross that, if clicked, deletes the unit. |
Naming Conventions
- ea: Default (each)
Units of Measure
- kg
- ton
- m
- sq.m: Square Metre (avoid using a superscript 2 e.g. sq.m)
- cbm: Cubic Metre (avoid using a superscript 3 e.g. m³)
Containers
- Box (50): Box containing 50 units.
- Reel (100m): A reel, 100m long.