Units of Measurment Settings

The Units Settings feature in Tracepos allows business owners to manage measurement units used for products and inventory. This includes adding new units, editing existing ones, and organizing units for better inventory tracking. This guide explains how to use the Units Settings page effectively.

Accessing the Units Settings Page

1. Navigate to the Settings module in the Tracepos dashboard.
2. Select Units from the submenu to access the units management page.

Overview of Features

1. View Units

• Purpose: See a list of all measurement units configured in the system.
• Details Displayed:
  • Unit Name: The name of the unit (e.g., Kilogram, Liter).
  • Short Name: The abbreviation for the unit (e.g., kg, L).
  • Base Unit: Indicates whether the unit is a base unit or a subunit.
  • Conversion Factor: Displays the conversion factor for subunits relative to the base unit.
  • Actions: Options to edit or delete the unit.

2. Add a New Unit

• Purpose: Add a new measurement unit to the system for inventory tracking.
• Steps:

1. Click the + Add Unit button at the top of the page.
2. Fill in the required details in the Add/Edit Unit form:

• Unit Name:
  • Enter the name of the unit (e.g., Kilogram, Liter).
• Short Name:
  • Enter the abbreviation for the unit (e.g., kg, L).

3. Edit an Existing Unit

• Purpose: Update the details of a previously added unit.
• Steps:

1. Locate the unit you want to edit in the list.
2. Click the Edit button next to the unit.
3. Modify the necessary fields in the form:

• Update the unit name, short name, base unit status, or conversion factor.

4. Delete a Unit

• Purpose: Remove a unit that is no longer needed.
• Steps:

1. Select one or more units using the checkboxes in the list.
2. Click the Delete button.
3. Confirm the deletion in the popup dialog.

How to Use the Add/Edit Unit Form

The Add/Edit Unit form is where you input the details for a new unit or update an existing one. Here's how to use it:

Fields in the Form

1. Unit Name:

• Enter the name of the unit (e.g., Kilogram, Liter).
• This is a required field.

• Enter the abbreviation for the unit (e.g., kg, L).
• This is a required field.

Buttons in the Form

1. Save:

• Click this button to save the new unit or update an existing one.

• Click this button to close the form without saving changes.

Key Features of the Units Settings Page

1. Unit List:

• Displays all configured units with their details.
• Allows sorting and filtering for easy navigation.

• A modal-based form for adding or editing unit details.
• Includes validation for required fields.

• + Add Unit: Opens the Add Unit form.
• Edit: Opens the Edit Unit form for the selected unit.
• Delete: Removes selected units from the system.

• Use the search bar to find units by name or abbreviation.
• Filter units based on specific criteria.

• Only users with the appropriate permissions can add, edit, or delete units.

Tips for Business Owners

• Organize Units Clearly:
  • Use descriptive names and abbreviations for units to avoid confusion (e.g., "Kilogram" and "kg").
• Review Units Regularly:
  • Periodically review the list of units to ensure they align with your inventory needs.

Permissions

• Add Units: Requires units_create permission.
• Edit Units: Requires units_edit permission.
• Delete Units: Requires units_delete permission.

Troubleshooting

1. Save Button Disabled:

• Ensure all required fields are filled in the form.

• Use the search or filter options to locate the unit.

• Double-check the conversion factor entered for accuracy.

By using the Units Settings feature, you can effectively manage measurement units for your products and inventory, ensuring consistency and accuracy in your operations. Let us know if you need further assistance!