Create a unit group

Can I do this task?

  1. In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
  2. In the Product Catalog area, click Unit Groups.
  3. In the Records group, click New.
  4. In the Create Unit Group dialog box, enter the following information:
    • Name

      Type a descriptive name for the unit group.

    • Primary Unit

      Type the lowest common unit of measure that the product will be sold in. For example, each, day, 8 hours, or 2 kilograms.

  5. Click OK.

    The Unit Group form opens.

  6. To save and close the unit group without adding units, in the Save group, click Save and Close.

    - OR -

    To create a unit for this unit group, in the left pane, under Common, click Units, and then under List Tools on the Units tab, in the Records group, click Add New Unit.

  7. In the Unit form, you enter the following information:
    • Name

      Type a descriptive name for the unit.

    • Quantity

      Type the quantity that will comprise this unit. For example, if this unit is for a dozen, enter 12.

    • Base Unit

      Type or select the base unit for the group. You can use the Lookup button Lookup button to search for and select a base unit that is based on the primary unit for the group.

  8. Click Save or Save and Close.

Note

You cannot delete the primary unit in a unit group.

Related Topics

Work with Unit Groups

Selling Products Individually and in Groups

Product Catalog Area

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