Units Templates Guide

The Units Templates system gives you more flexibility to manage products that are sold or purchased in different measurement units, such as grams and kilograms or meters and kilometers. This system enables you to associate each product with a specific unit template, ensuring accurate calculation of prices and quantities.

In this guide, we will go through the steps to enable unit templates, create a new template, and link it to products and invoices.

Before starting, you must enable the unit templates feature in inventory settings.

Go to “Inventory Settings” from the “Inventory” dropdown menu, click on the tab “General“.

Enable the option “Enable Multiple Units System“.

From the main menu, click “Inventory, then select “Product Settings“.

Click “Units Templates“.

Click on “Add Unit Template“.

Fill in the following fields:

• Base Unit Name: Enter the standard unit to be used as a base (e.g., gram, meter).
• Short Name: Add a description or symbol to identify the unit (e.g., kg, cm), which will appear in operations and reports.
• Unit Name: Enter the larger unit related to the base unit (e.g., kilogram, kilometer).
• Conversion Factor: Enter the required amount of the base unit to equal 1 of the larger unit (e.g., 1000 grams = 1 kilogram).
• Short Name: Add a symbol to identify the unit.
• Template Name: Add the template name.
• Save: Click to save the data.
• Cancel: Click to cancel without saving.

From the main menu, click “Inventory“, then select “Products & Services“.

Click “Add” and choose “New Product“.

Add a new product that can be measured with the unit “gram”, and set the sales and purchase price per gram. Click “Save“.

From the main menu, click “Sales“, then select “Create Invoice“.

Choose the product you added that is linked to the unit template.

The system will automatically calculate the unit price (gram) based on the base product price.

You have now completed setting up the product and linking it with the unit template. This helps you price and sell products accurately using different units and makes it easier to manage inventory and track transactions clearly.