How to manage Units ?

Unit Master (Unit of Measurement)

Purpose:
Maintain a standard list of units of measurement (e.g., KG, Litre, Pieces). This ensures everyone uses the same abbreviations and meanings in line items.

How to Create a Unit

1. Go to Masters → Unit

   • Open Masters.

   • Click on Unit. 

2. Click “Create Unit.”

   • Opens a form for new unit entry. 

3. Fill in Unit Details

   • Unit Name (Required)

     • Example: “Kilogram”, “Piece”, “Litre”, “Box”.

4. Save

   • Click Save.

   • System will Stops you from creating exact duplicate units.

5. Usage

   • When defining products:

     • Select the unit from this master list.

   • When adding line items in events.

Edit a Unit

1. Open the Unit List

   • Go to Masters → Unit.

2. Find the Unit

   • Locate the unit via search or filters.

3. Click Edit

   • Click the Edit icon on the corresponding row. 

4. Update Details

   • Change Unit Name, Short Code, or Description.

   • Keep the short code clear and unique.

5. Save

   • Click Update.

   • Updated unit will be used for all future products and line items.

Delete a Unit

1. Open the Unit List

   • Go to Masters → Unit.

2. Click Delete

   • Click the Delete icon beside the unit.

3. System Validation

   • If unit is not linked to any product or line item:

     • Deletion is allowed.

   • If unit is already used:

     • Deletion is blocked.

     • You will see a message like:
       “This unit is used in products or line items and cannot be deleted.”