It enables user to create new unit for a Product or Service of the business concern
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.
The Units in Accoxi has many fields like Unit Name, Unit Code, Status among others. Once the products or batches are consumed, the status are to be updated for the corresponding units. The user can simply add the units by clicking on the +New Unit button and save after entering the details. While Accoxi gives a perfect interface that makes actions simple and easily achievable , this video will give you a much more clear idea of how to add units in Accoxi.
Key features of Unit:
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.
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.
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Field |
Description |
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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 |
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Unit name |
By selecting simple type user can access this column and can enter the simple units name |
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Unit code |
By selecting simple type user can access this column and can enter the simple units code |
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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. |
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Conversion |
The quantity of the conversion can be entered in this column |
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Second unit |
The second unit can be selected from the drop down list where the default simple units are incorporated. |
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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. |
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Save |
User can use the save button to save the data entered in the unit window |
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Clear |
User can click on the clear button to clear the data entered in the unit window |
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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:
User can change a created Active Unit account to Inactive, by using the Edit menu.
45 default units are available in Accoxi. If you want to create a new unit:
Simple units are nos, pcs,bottles etc. Compound unit is the combination of two simple units.
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.