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Units

Adding Units

Step 1: Access Units

  • Go to Products → Units.

Step 2: Add a Basic Unit

  1. Enter the Unit Name (e.g., Meter).

  2. Enter a Short Name (e.g., Mtr.).

  3. Choose whether to Allow Decimals.

    • Enabling decimals allows buying and selling in fractional quantities.

Step 3: Add Multiple Units (Optional)

  • Use this when purchasing and selling in different units.

    • Example: Purchase in dozens, sell in pieces.
    • Example: Purchase in boxes, sell in pieces.

Steps

  1. Add the lower unit first (e.g., Pieces).

  2. Add the higher unit:

    • Check “Add as multiple of another unit.”
    • Enter the conversion ratio.
  3. When adding/editing products, select the desired unit from the dropdown.

    • Purchase and sales prices adjust automatically.
  4. Note: Only the lower unit is used to store transactions. Changing conversions later will adjust existing purchase/sales quantities accordingly.

Step 4: Enable and Select Relevant Sub-Units (Optional)

  • Useful if only some sub-units apply to a product.
  • Example: Sell oranges only in dozens or pieces.

Steps

  1. Enable feature: Business Settings → Products → Enable relevant sub-units.
  2. When adding a product, select the main unit and choose the applicable sub-units.
  3. Purchases and sales can now be performed in these selected sub-units.