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Managing Units of Measure

  1. Open Items → Units of Measure from the sidebar. This is the tenant-wide list of units available to every item (per-item conversion factors are set on each item individually, as described in Managing an Item's Units).
  2. Click Add Unit to create one:
    • Code (required, e.g. CASE) — cannot be changed after creation
    • Name (required, e.g. "Case")
    • Category — Count, Weight, Volume, or Length (a soft guide only; per-item conversions can cross categories)
    • Decimal precision — how many decimal places quantities in this unit round to (e.g. EACH = 0, KG = 3). A live preview shows how a sample number would display at that precision.
    • Status — Active or Inactive
  3. Use the filter drawer to filter the list by Category or Status, and the search box to filter by code or name.
  4. To edit a unit, click its code or use the row's ⋮ menu → Edit. The Code cannot be changed once created.
  5. To delete a unit, use ⋮ → Delete. If the unit is already in use by an item or an order, deletion is blocked — deactivate it (set Status to Inactive) instead.

Units of Measure list

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