# Units

<p class="doc-lead">Units are the units of measure used to buy, sell, and stock items (e.g. Piece, Box, Kilogram). Each unit is either a base unit or is linked to a base unit with a multiplier, so quantities and values can be converted between related units.</p>

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<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/inventory/inventory-units?id=overview">Overview</a>
<a href="#/inventory/inventory-units?id=quick-start">Quick Start</a>
<a href="#/inventory/inventory-units?id=fields">Fields</a>
<a href="#/inventory/inventory-units?id=how-it-works">How It Works</a>
<a href="#/inventory/inventory-units?id=actions">Actions</a>
<a href="#/inventory/inventory-units?id=faq">FAQ</a>
<a href="#/inventory/inventory-units?id=related">Related</a>
</div>
</div>
</div>

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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Inventory → Settings → Units</b> from the left menu.

Units are master data. A <b>base unit</b> stands on its own (e.g. Piece). A non-base unit (e.g. Box) is defined against a base unit using a multiplier (e.g. 1 Box = 12 Piece).

<b>List columns</b>

| **Column** | **Description** |
|------------|-----------------|
| Id | Unit record ID. |
| Name | Unit name (e.g. Piece, Kilogram). |
| Short Form | Abbreviation shown on screens and prints (e.g. Pcs, Kg). |
| Decimal Point | Number of decimal places allowed for quantities. |
| Is Base Unit | Whether the unit is a standalone base unit. |
| Base Unit | Parent base unit when this is a derived unit. |
| Status | Active or Suspended. |

<b>Quick filter tabs</b>

| **Tab** | **Shows** |
|---------|-----------|
| Active | Active units (default). |
| Suspended | Suspended units. |

<b>Advanced filters</b>

| **Filter** | **Description** |
|------------|-----------------|
| Name | Filter by unit name. |
| Base unit | Filter by linked base unit. |
| Status | Active or Suspended. |
| Created Date | Date the unit was created. |

<b>List widgets</b>

| **Widget** | **Description** |
|------------|-----------------|
| Quick search | Fast text search across the unit list. |

<b>List row actions</b>

| **Action** | **Description** |
|------------|-----------------|
| View | Opens the unit in read-only view. |
| Suspend / Activate | Disables or re-enables the unit (from the view screen). |

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<h2 id="quick-start">Quick Start</h2>

<h3>1. Navigate</h3>
Go to <b>Inventory → Settings → Units</b> and click <b>New</b>.

<h3>2. Fill the form</h3>
Enter a <b>Name</b> and <b>Short Form</b>. Set <b>Decimal Point</b> if fractional quantities are needed. Leave <b>Is base Unit</b> ticked for a standalone unit, or untick it and choose a <b>Base Unit</b> and <b>Multiply by</b> value to link it to a base unit.

<h3>3. Save</h3>
Click <b>Save</b>. The unit becomes available on items, conversions, and transactions.

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<h2 id="fields">Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Unique unit name (e.g. Piece, Kilogram). |
| Short Form * | Abbreviation shown on screens and prints (e.g. Pcs, Kg). |
| Decimal Point | Number of decimal places allowed for quantities in this unit. Use 0 for whole-number units. |
| Is base Unit | When ticked, the unit is a standalone base unit. When unticked, <b>Base Unit</b> and <b>Multiply by</b> appear and are required. |
| Base Unit | Shown only when <b>Is base Unit</b> is off. The base unit this unit converts to (only base units can be selected). |
| Multiply by * | Shown only when <b>Is base Unit</b> is off. How many base units equal one of this unit (e.g. 12 if 1 Box = 12 Piece). |

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<h2 id="how-it-works">How It Works</h2>

<ul>
<li><b>Base vs non-base</b> — A base unit has no parent. A non-base unit is tied to one base unit with a multiplier, allowing the system to convert quantities and values between the two automatically.</li>
<li><b>Conversion</b> — Standard conversions use the base unit and multiplier. Item-specific conversions between unrelated units are set up in <a href="#/inventory/unit-conversion">Item Unit Conversion</a>.</li>
<li><b>Decimals</b> — <b>Decimal Point</b> controls how precisely a quantity can be entered for the unit on transactions.</li>
<li><b>Locked once used</b> — The base unit and multiplier cannot be changed once the unit has been used on stock-affecting transactions, to protect existing balances.</li>
</ul>

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<h2 id="actions">Actions</h2>

<b>List header:</b> <b>New</b>

| **Action** | **Description** |
|------------|-----------------|
| View | Opens the unit in read-only view |
| Suspend / Activate | Disables or re-enables the unit (from the view screen) |

<b>Form buttons:</b> <b>Save</b> / <b>Update</b>, <b>Reset</b>, <b>Cancel</b>

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<h2 id="faq">FAQ</h2>

<b>Why can't I change the base unit or multiplier?</b><br>
Once a unit has been used on inventory transactions, its base unit and multiplier are locked so existing stock and values stay correct. Create a new unit if you need different conversion rules.

<b>How do I allow decimal quantities, like 1.5 Kg?</b><br>
Set <b>Decimal Point</b> to the number of decimals you need (e.g. 2 or 3). Set it to 0 to force whole numbers.

<b>What is the difference between Units and Item Unit Conversion?</b><br>
Units and their base-unit multipliers handle standard conversions. <a href="#/inventory/unit-conversion">Item Unit Conversion</a> defines conversion factors for a specific item where the standard relationship does not apply.

<b>Can two units share the same name?</b><br>
No. Unit names must be unique.

<b>Can I change an item's unit after it has stock?</b><br>
No. The item's base unit cannot be changed once inventory movements exist. Plan units before go-live or use alternate units on the item.

<b>How do alternate units appear on transactions?</b><br>
Enable multiple units on the item and define unit rows or <a href="#/inventory/unit-conversion">Item Unit Conversion</a> for purchase, sale, and stock UOMs.

<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/inventory/unit-conversion">Item Unit Conversion</a></li>
<li><a href="#/inventory/item-group">Item Group</a></li>
<li><a href="#/inventory/inventory-settings">Inventory Settings</a></li>
</ul>
