Units of Measure (U/M)

Overview

Units of measure (U/M)s are used to denominate quantity of an item.  To access U/Ms click the gear icon at the top right, then click "Lists" in the left menu and then click "Units of Measure (U/M)" in the left menu. To sort list of U/Ms click on the column header name for the criteria you want to sort by.  To filter the list of U/Ms click on the "Filters" button, select filter(s) and click "Save" and to remove filters click the "Reset" button.

Adding U/Ms

To add U/Ms complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Lists" in the left menu
  3. Click on "Units of Measure (U/M)" in left menu
  4. Click on the "+ New Unit" button above the list of U/Ms
  5. Enter unique U/M ID
  6. Enter Base Unit Name
  7. Enter Name and Number of Base Units for any unit conversions you want to add
  8. Click the "Save" or the "Save + New" button at the bottom of the form   

Editing U/Ms

To edit U/Ms complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Lists" in the left menu
  3. Click on "Units of Measure (U/M)" in the left menu
  4. Click on the U/M that you want to edit
  5. Click on the "Edit" button
  6. Make changes and then click on the "Save" or "Save + New" button at the bottom of the form

Deleting U/Ms

Users can delete U/Ms one at a time or in bulk.

To delete U/Ms one at a time complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Lists" in the left menu
  3. Click on "Units of Measure (U/M)" in the left menu
  4. Click on the U/M that you want to delete
  5. Click on the "More" button
  6. Click on "Delete" in the dropdown

To delete U/Ms in bulk complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Lists" in the left menu
  3. Click on "Units of Measure (U/M)" in the left menu
  4. Click on the checkbox to the left of "U/M ID" for each U/M that you want to delete
  5. Click on the "More" button
  6. Click on "Delete" in the dropdown

Note that U/Ms that are tied to items cannot be deleted.

Making U/Ms active or inactive

Users can make U/Ms active or inactive one at a time or in bulk.

To make U/Ms active or inactive one at a time complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Lists" in the left menu
  3. Click on "Units of Measure (U/M)" in the left menu
  4. Click on the U/M that you want to make active or inactive
  5. Click on the "More" button
  6. Click on "Active" or "Inactive" in the dropdown

To make U/Ms active or inactive in bulk complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Lists" in the left menu
  3. Click on "Units of Measure (U/M)" in the left menu
  4. Click on the checkbox to the left of "U/M ID" for each U/M that you want to make active or inactive
  5. Click on the "More" button
  6. Click on "Active" or "Inactive" in the dropdown