Create a Unit

After you have at least one unit table, you can create a new unit.

Prerequisite: To add units, you must first have a unit table. 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. At the top of the Unit Tables form, enter either a complete or partial name or number in the Find unit table field to find and select an existing 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.
The new units you create for any table are added to the list of units in the Units Lookup dialog box. This list of units is available for all unit tables.
Alternative procedures: You can create a unit from an inventory item or from an existing unit.