{"id":38567,"date":"2025-09-17T07:27:56","date_gmt":"2025-09-17T07:27:56","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%af%d9%84%d9%8a%d9%84-%d9%82%d9%88%d8%a7%d9%84%d8%a8-%d8%a7%d9%84%d9%88%d8%ad%d8%af%d8%a7%d8%aa\/"},"modified":"2026-01-04T07:45:19","modified_gmt":"2026-01-04T07:45:19","slug":"units-templates-guide","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/units-templates-guide\/","title":{"rendered":"Units Templates Guide"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]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.<\/p>\n<p>In this guide, we will go through the steps to enable unit templates, create a new template, and link it to products and invoices.[\/vc_column_text][vc_custom_heading text=&#8221;Enable Units Templates&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1758095314438{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\" data-start=\"107\" data-end=\"188\">Before starting, you must enable the unit templates feature in inventory settings.<\/p>\n<p style=\"text-align: left;\">Go to &#8220;<strong>Inventory Settings<\/strong>&#8221; from the &#8220;<strong>Inventory<\/strong>&#8221; dropdown menu, click on the tab &#8220;<strong>General<\/strong>&#8220;.<\/p>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42824 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p style=\"text-align: left;\">Enable the option &#8220;<strong>Enable Multiple Units System<\/strong>&#8220;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43662 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Multiple-Unit.png\" alt=\"\" width=\"1198\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Multiple-Unit.png 1198w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Multiple-Unit-300x159.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Multiple-Unit-1024x541.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Multiple-Unit-768x406.png 768w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Add Unit Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1758095587180{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\">From the main menu, click &#8220;<strong>Inventory<\/strong>, then select &#8220;<strong>Product Settings<\/strong>&#8220;.<\/p>\n<p style=\"text-align: left;\">Click &#8220;<strong>Units Templates<\/strong>&#8220;.<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Product-Setting.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41402 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Product-Setting.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Product-Setting.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Product-Setting-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Product-Setting-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Product-Setting-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Click on &#8220;<strong>Add Unit Template<\/strong>&#8220;.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41404 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates.png\" alt=\"\" width=\"1208\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates-1024x507.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates-768x380.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Fill in the following fields:<\/p>\n<ul>\n<li><strong>Base Unit Name:<\/strong> Enter the standard unit to be used as a base (e.g., gram, meter).<\/li>\n<li><strong>Short Name:<\/strong> Add a description or symbol to identify the unit (e.g., kg, cm), which will appear in operations and reports.<\/li>\n<li><strong>Unit Name:<\/strong> Enter the larger unit related to the base unit (e.g., kilogram, kilometer).<\/li>\n<li><strong>Conversion Factor:<\/strong> Enter the required amount of the base unit to equal 1 of the larger unit (e.g., 1000 grams = 1 kilogram).<\/li>\n<li><strong>Short Name:<\/strong> Add a symbol to identify the unit.<\/li>\n<li><strong>Template Name:<\/strong> Add the template name.<\/li>\n<li><strong>Save:<\/strong> Click to save the data.<\/li>\n<li><strong>Cancel:<\/strong> Click to cancel without saving.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41404 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates.png\" alt=\"\" width=\"1208\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates-1024x507.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Unit-Templates-768x380.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Link a Template to a Prouct&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1758097491665{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">From the main menu, click &#8220;<strong>Inventory<\/strong>&#8220;, then select &#8220;<strong>Products &amp; Services<\/strong>&#8220;.<\/p>\n<p style=\"text-align: left;\">Click &#8220;<strong>Add<\/strong>&#8221; and choose &#8220;<strong>New Product<\/strong>&#8220;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43665 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Add-new-product.png\" alt=\"\" width=\"1349\" height=\"551\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Add-new-product.png 1349w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Add-new-product-300x123.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Add-new-product-1024x418.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Add-new-product-768x314.png 768w\" sizes=\"auto, (max-width: 1349px) 100vw, 1349px\" \/><\/p>\n<p style=\"text-align: left;\" data-start=\"45\" data-end=\"117\">Add a new product that can be measured with the unit \u201c<strong>gram<\/strong>\u201d, and set the sales and purchase price per gram. Click &#8220;<strong>Save<\/strong>&#8220;.<\/p>\n<p style=\"text-align: left;\" data-start=\"45\" data-end=\"117\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Products.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41410 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Products.png\" alt=\"\" width=\"1193\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Products.png 1193w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Products-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Products-1024x513.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Products-768x385.png 768w\" sizes=\"auto, (max-width: 1193px) 100vw, 1193px\" \/><\/a><\/p>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;64&#8243; css=&#8221;.vc_custom_1677491013241{margin-left: 120px !important;}&#8221;][vc_custom_heading text=&#8221;Create a Sales Invoice&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1758097978371{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">From the main menu, click &#8220;<strong>Sales<\/strong>&#8220;, then select &#8220;<strong>Create Invoice<\/strong>&#8220;.<\/p>\n<p style=\"text-align: left;\">Choose the product you added that is linked to the unit template.<\/p>\n<p style=\"text-align: left;\">The system will automatically calculate the unit price (<strong>gram<\/strong>) based on the base product price.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Create-Invoice-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41412 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Create-Invoice-.png\" alt=\"\" width=\"1348\" height=\"595\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Create-Invoice-.png 1348w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Create-Invoice--300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Create-Invoice--1024x452.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/Create-Invoice--768x339.png 768w\" sizes=\"auto, (max-width: 1348px) 100vw, 1348px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">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.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2187],"tags":[],"class_list":["post-38567","user_manual","type-user_manual","status-publish","hentry","category-unit-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Units Templates Guide - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/units-templates-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Units Templates Guide - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]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. 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