Unit

Unit

Unit in Accoxi

Unit is one of an important function in Accoxi as businesses commonly manufacture similar products in batches that may include hundreds or thousands of units per batch. It is one of the sub-parts of inventory module, and it consists of various units of trading item.

Key features of Unit:

  • Enables user to create new unit for a Product or Service of the business concern
  • Shows the details of unit that is already created along with the unit name, unit code and status
  • User can export the list of unit item to Excel format if required
  • Helps the user to easily identify the Inactive unit by using color format. Inactive unit indicates with red color.
  • Provides the option for editing the unit already created by the user

Unit (2)

Click on the Inventory module and select Unit option. On clicking the Unit option it opens to Unit Search.

Unit Search

It consists of various menus and it shows the details of all the items in the business.  It shows the details of unit that already created and along with the Unit Name, Unit Code and Status. It enables the user to create new unit for a Product or Service of the business concern.

Unit Search

1.Filter

Filter of Units can be done in two ways-either user can directly enter the unit name in to the search bar near filter option or select from the filter drop down. User can filter the data by Unit Name, Unit Code or by Status. Status includes Active, Inactive or All.

2.+New Unit

Add New Unit is the menu option to create a new unit. By clicking on the New Unit option, new form of Unit page will appear and user can create simple units as well as compound units. For creating simple unit user should enter the details of Unit Name, Unit Code and for compound unit creation user can enter first unit conversion number and second unit then mark Active option to set the unit as Active. If the user wants to create the unit as an Inactive, then need to unmark the option Active.

 

Unit1

Field

Description

Type

In this user can select the type of the unit which is simple/compound.

Simple unit: Simple units are nos, pcs, and so on. Accoxi  by default provides most of the common units

Compound units:

Compound Units are units that require two different types of measurement: speed is a compound unit as it is defined with both distance and time. Acceleration, density and pressure are also compound units, as they require more than a single measurement to describe a quantity

Unit name

By selecting simple type user can access this column and can enter the simple units name

Unit code

By selecting simple type user can access this column and can enter the simple units code

 

 

 

First unit

Only by selecting the compound type unit user can access this column. Here user can select the first unit from the drop down list where the default simple units are incorporated. The first unit is from where the conversion to the second unit is happening.

Conversion

The quantity of the conversion can be entered in this column

Second unit

The second unit can be selected from the drop down list where the default simple units are incorporated.

Active

User can mark Active option to set the unit as Active. If the user wants to create the unit as an Inactive, then need to unmark the option Active.

Save

User can use the save button to save the data entered in the unit window

Clear

User can click on the clear button to clear the data entered in the unit window

Exit

User can exit from the unit window without saving the data entered by using this button

3.Export

The list of Units can be export to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on Save.

4.Refresh

If the latest data of Unit is not displayed, then click on the refresh icon on the top right corner of the page to fetch the new data. 

5.Edit

This menu enables the user to make an edit on created Unit. By clicking on the menu, the selected Unit form will appear.

6.Inactive

It helps the user to easily identify the Inactive unit by using color format. Inactive unit is indicated with red colour.

7.Pagination Control

It controls the Page Navigation and the Page Size. Page size can be set to 10, 20, 50 or 100. By giving page number in the box and clicking on Go button, user can jump to the intended page.

Steps to Inactive a Unit:

  • Click on the Inventory Module and select Unit menu
  • Then click on +New Unit menu on the top right side of the page
  • A new window will appear where the user has to enter the details of the unit in
    Name of the unit and Unit code
  • After entering the details, click and change the Active button to Inactive
  • Click on the Save button to inactivate the Unit

User can change a created Active Unit account to Inactive, by using the Edit menu.

Frequently Asked Questions?

01How to inactive an Unit?

  • Inventory Module-Unit
  • Select the required unit in edit
  • Untick the checkbox against active option and Save the Unit form

02How to set units?

45 default units are available in Accoxi. If you want to create a new unit:

  • Go to Inventory Module
  • Click on New Units > Add New
  • Enter the unit’s details in the Unit Name and Unit Code fields
  • If the unit is active, select the check box near the Active option

03What is the difference between simple unit and compound unit?

Simple units are nos, pcs,bottles etc. Compound unit is the combination of two simple units.

04What is a conversion factor?

To Create Compound unit – Doz (Dozen) of 12 Nos (Numbers), you have to create two simple units, Doz (Dozen) and Nos (Numbers) and set the conversion factor as 12.

05How to alter a unit of measure?

  • Inventory Module-Unit
  • Select the required unit in edit
  • Make necessary changes
  • Click on save button.