Units of Measure

Use the Units of Measure page to keep the list of units your products, kits, orders, shipping, and inventory use. Come here to see how each unit converts to its base unit, add a custom unit such as a dozen or a case, deactivate a unit nobody should pick any more, and set the units every new product starts with.

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Before You Start

• You need the settings.view permission to open the page.
• You need products.edit to add, edit, deactivate, or reactivate a custom unit. The buttons show for everyone who can open the page, but without products.edit the save is refused.
• You need settings.edit to change the Defaults for new products.

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Open Units Of Measure

1. In the deck, open Settings.
2. Under Products & Pricing, choose Units of Measure.

The breadcrumb reads Settings > Products & Pricing > Units of Measure. You can also search for Units of Measure in the command palette. Each type tab has its own address, so a bookmark to the Weight tab opens on Weight.

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Understand Unit Types

The tabs across the top group units by type, each with a count: Each tab’s table shows the Code, Label, Factor to Base, Base, Scope, Status, and Actions. Scope reads System with a lock for built-in units and Custom for units your company added. Status reads Active or Inactive. System units have no actions. A tab with no units reads, for example, “No time units defined.”

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Add A Custom Unit

1. Choose the correct unit type tab.
2. Click Add Custom Unit. The dialog is named for the type, for example Add Custom Quantity Unit.
3. Enter a short Code operators will understand, such as DZN. Codes are uppercase, up to 20 characters.
4. Enter a clear Label, such as Dozen.
5. Choose the Base Unit. “All quantity units convert through this base.”
6. Enter the To-Base Factor, how many base units one of your unit equals. The line under the field reads it back, for example “1 DZN = 12 EA”.
7. Click Create. The button stays disabled until the unit has a code and a label.
8. Test the unit on a sample product.

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Edit, Deactivate, Or Reactivate A Custom Unit

• Click Edit (the pencil button; the tooltip reads Edit) on a custom unit to open the Edit UOM dialog, titled with its code, for example Edit UOM: DZN. You can change the Label and the To-Base Factor, then click Save. The code and base unit cannot change after the unit is created.
• Click Deactivate (the power button) on an active unit, or Reactivate on an inactive one. Deactivating keeps the unit on records that already use it, and you see “UOM deactivated” or “UOM activated”.

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Defaults For New Products

The Defaults for new products panel sets the Quantity UOM, Weight UOM, Length UOM, and Volume UOM that pre-fill on every new product. Each choice saves as soon as you pick it, and you see “Default saved”. Leave a field on System default to use the built-in fallback: EA, LB, IN, and CUIN. A category’s default units (on Settings > Products & Pricing > Categories) and a choice made on the product itself always win over these.

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Safe Change Rules

• Create a new unit when the old unit has the wrong meaning.
• Deactivate a unit when it should no longer be selected.
• System units are locked and cannot be edited or deactivated.
• Test products, kits, purchasing, orders, and shipping after adding a unit.
• Avoid ambiguous codes such as box when the business uses multiple box sizes.

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Messages You May See

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What Changes Elsewhere

• Products: new products start with the default units, unless the category or the person creating the product chooses others.
• Quantities and conversions: a unit’s factor decides how quantities in that unit convert to the base unit wherever the unit is used.
• Audit trail: adding a unit, editing it, and deactivating or reactivating it is each recorded in the Audit Log, and each change to the new-product defaults is recorded with its old and new value.
• Other open sessions: when someone adds, edits, deactivates or reactivates a unit, other people with the page open see the list refresh without reloading.

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Common Blocks

• Unit is locked: system units cannot be edited.
• Unit cannot be deleted: units are not deleted here. Deactivate the unit instead.
• Conversion is wrong: create a replacement unit and correct product setup intentionally.
• Shipping rates look wrong: check weight and dimension units on the product and package.
• Kit quantities look wrong: confirm component quantities use the expected unit.
• New products start with the wrong unit: check the product’s category defaults first, then the Defaults for new products panel.

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Related Settings Pages

The other pages under Products & Pricing are Pricing Levels, Categories, Brands / Manufacturers, Manufacturing and Adjustments & Coupons. Categories carry their own default units, which win over the defaults on this page. Shipping units are used by Settings > Shipping & Fulfillment > Shipping, and Mighty Packing uses product dimensions and weights when it suggests boxes.

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