Units

Eatec has a set of convertible and non-convertible predefined units. Units include metric, standard volume, weight units, and bottle units. The Unit Category column contains a code for each line item, indicating whether it is a weight (W), volume (V), or non-convertible (N) unit. It is possible to modify existing non-convertible units or add new non-convertible units.

Users can perform the following functions under Units:

  • Create units

  • Modify units

  • Deactivate units

  • Activate units

Creating Units

Users can create a new unit by performing the following steps:

Click Setup ➜ Global ➜ Unit ➜ Units.

Click the Create New button. The New Units page appears.

Refer to the following table and fill in the fields:

Field

Description

Unit Name

Every inventory item has a base unit. The system considers the base unit as default.

Code

Assign a unique two-letter code for each unit.

Unit Category

Units are either convertible or non-convertible. Convertible units are standard weight or liquid volume units, such as quarts, gallons, ounces, and pounds. Non-convertible units are those which are not universally defined by weight or volume, such as each, tray, pack, and so on. Assign the Unit Category field with any of the following options:

  • Non Convertible Unit (N)

  • Volumetric Unit (V)

  • Weight (W)

Scale Up To

Optional numeric field.

Scale Down To

Optional numeric field.

Source

Is Active

Flag that indicates whether the unit is active or inactive. By default, this flag appears toggled on (active) when creating units and cannot be toggled off. This flag can be toggled off to deactivate the units when opened for modification. Once toggled off, the deactivated units will be displayed on the Units page only if the Show Active Only flag is toggled off.

Is Default

Enable this flag to display the unit as default.

Click Create.

Modifying Units

Users can modify existing units by performing the following steps:

Click the ellipsis under Actions corresponding to the preferred unit name.

Click Edit. The Edit Units page appears.

Modify the required details.

Click Update.

Deactivating Units

Users can deactivate existing units by performing the following steps:

Click the ellipsis under Actions corresponding to the preferred unit name.

Click Deactivate. The system prompts the user to confirm the deactivation.

Click Confirm.

Activating Units

Users can activate a deactivated unit by performing the following steps:

Toggle off the Show Active Only flag to view the deactivated unit. The deactivated units appear.

Select a deactivated unit.

Click the ellipsis under Actions corresponding to the preferred unit.

Click Confirm.