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Managing Products’ Unit Templates

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Adding a Product's Unit Template

  1. Select “Inventory” using the drop-down menu.
  2. Select “Products Settings“.
  3. Click the card “Unit Templates“.
  4. Click the button “Add Unit Template“.
  5. Input the Unit Template details
    • Base Unit Name: Input the smallest metric unit name. (e.g. Gram). 
    • Short Name: Input the base unit’s abbreviation. (e.g. gm).
      • Unit Name: Input a metric unit name (e.g. Kilogram)
      • Factor: Input the amount the unit requires to form the base unit. (e.g. 1 kg = 1000 gms; hence input 1000)
      • Short Name: Input the unit’s short name (e.g. Kg).
        • “Add Unit” Checkbox: Click the button to add another metric unit (e.g. Ton).
    • Template Name: Input the template’s name (e.g. Weight)
    • “Active” Checkbox: Check to activate the unit template.
  6. Click “Save“.

Editing a Unit Template

  1. Select “Inventory” using the drop-down menu.
  2. Select “Products Settings“.
  3. Click the card “Unit Templates“.
  4. Click the more options button at the unit template row you wish to make edits to.
  5. Select “Edit” using the drop-down menu.
  6. Edit as required.
  7. Click “Save“.

Deleting a Unit Template

  1. Select “Inventory” using the drop-down menu.
  2. Select “Products Settings“.
  3. Click the card “Unit Templates“.
  4. Click the more options button at the unit template row you wish to delete.
  5. Select “Delete” using the drop-down menu.
    • Note that you cannot delete a unit template with assigned products.


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