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Unit Setting

Purchase Management BuildX

Add New Units

To add a new unit to your organization:

Step 1. Go to Settings menu under Purchase module from the left sidebar.

Step 2. Select Units menu -> Click on the Add unit button.

Step 3. In the Add unit page, fill the following details:

1. Unit code:enter the code for the unit
2. Unit name:enter the name of the unit
3. Unit symbol:specify the symbol for the unit ( e.g. kg, pcs, m)
4. Order: enter the display order number, Unit with a smaller number will appear at the top of the unit dropdown list
5. Display:check this box to make the unit visible in the unit dropdown list ( used in the Items menu -> Add/ Edit Item form). Uncheck to hide the unit from the dropdown.
6. Note:enter any additional notes if necessary
Step 4. Click Save button

Edit Unit

To edit the details of an existing unit :

Step 1. Go to Settings menu under Purchase module from the left sidebar
Step 2. Select Units menu -> Hover over the unit to be edited and click Edit

Step 3. Make the necessary changes and click Save button

Delete unit

If an unit is no longer operational, you can delete it. To delete an unit:

Step 1. Go to Settings menu under Purchase module from the left sidebar
Step 2. Select Units menu -> Hover over the unit to be deleted and click Delete

Step 3. Confirm your selection in the following pop-up. The unit will be deleted.

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