Create a Unit from Scratch

After you have at least one unit table, you can add a unit that you create from scratch.

Prerequisite: You must have a unit table before you can add units. For more information, see Create a New Unit Table.

To create a unit from scratch:

  1. In the Navigation pane, select Settings > Accounting > Units.
  2. Use the search field above the Unit Tables form to find and select the unit table to which you are adding units.
  3. Below the Units grid, click + Add Unit.
  4. On the Add Unit dialog box, specify information for the new unit, including a number and name, the unit type, labels for the unit, and billing and cost information, and then click Add.
    The unit displays in the grid on the Unit Tables form.
  5. To add more units, repeat steps 3 and 4.
Alternative procedures: You can create a unit from an inventory item or from an existing unit.