Managing Inventory Units

Video Tutorial


Managing Inventory Units

This article will walk you through:

  1. Navigating to the Inventory Units Page
  2. Adding Units
  3. Editing Units
  4. Deleting Units

Navigating to the Inventory Units Page

  1. Hover over your name in the upper-right corner of the browser window.
  2. Click Company Settings.
  1. Click Inventory Units.

Adding Units

  1. Click +Add Unit.
  2. Type a name for the unit.
  3. Type an abbreviation for the unit.
  4. Type the quantity by which the unit will be counted. (e.g. 30 could be used for 30-minute intervals, as shown in the image.)
  5. Select the radio button for the basic type of the unit.
  6. Click Save.

Editing Units

  1. Make any adjustments to the units' names, abbreviations and quantities. Fields that have been changed will be highlighted in tan.
  1. Click Save in the upper-right corner of the browser window.

Deleting Units

  1. Click the circled X next to a unit.
    Note: units that are in use cannot be deleted, so they will not have the circled X.
  1. You can continue clicking the circled X for as many units as you want to delete. Units marked for deletion will have a red rectangle surrounding them.
  1. Click Save in the upper-right corner of the browser window to finalize the deletions.
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