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Unit

Unit Summaryโ€‹

The Unit Summary screen displays all unit of measure records configured in the system. Navigate to it via Home > Vendor > Master Management > Unit.

The summary grid shows the following columns:

ColumnDescription
Unit NameThe name of the unit (e.g. "oz", "TBSP", "cup (8 fl oz)")
Unit TypeThe category of the unit (e.g. "Quantity", "Volume")
DescriptionOptional description for the unit
StatusGreen = Active ยท Red = Inactive
ActionView (๐Ÿ‘) and Edit (โœ) icons

Use the Clear Filter button to reset any applied column filters.

Add a Unitโ€‹

  1. Click the + Add button on the top right of the Unit Summary screen.

  2. The Add Unit screen opens.

    Note

    Mandatory fields are indicated by the * next to the name

    Fill in the following fields:

    • Unit Name* โ€” Free text. Enter the name of the unit (e.g. "oz", "cup").
    • Unit Type* โ€” Dropdown. Select the unit category (e.g. Quantity, Volume).
    • Description โ€” Free text (optional). Enter additional details about the unit.
  3. Click Save to create the record, or Cancel to discard.