This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions
In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
In the Product Catalog area, click Unit Groups.
In the Records group, click New.
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.
Click OK.
The Unit Group form opens.
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.
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 to search for and select a base unit that is based on the primary unit for the group.
Click Save or Save and Close.
Note
You cannot delete the primary unit in a unit group.