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How to enter Unit Types

To establish/create multiple Unit Types within the company. Multiple Unit types allows you to specify units that meet your business needs, tailored to different operations or products.

  • Access Settings and click on the Unit Type tab.

  • In the Unit Types section, select 'Enter a New Unit Type' and complete the field with the required unit type description. Select 'Create'.

  • Your newly created unit type should now be visible in the list below.


  • To edit or delete a unit type, click the "pencil' or 'X' located on the right side of the page.



These unit types are applied when creating quotes for individual line items.