XeroInput 2 Help

How to Create Units and Unit Mappings

This guide will help you create units and define unit mappings to ensure accurate measurements and conversions in your inventory management system.

Prerequisites

To create units and mappings effectively, ensure the following:

  • Identify Required Units: Have a list of units needed for your inventory.

  • Define Primary Units: Determine primary units for products to streamline sales and purchases.

  • Understand Unit Conversions: Plan out conversions between different units for accurate measurements.

Creating Units

Follow these steps to create new units:

1. Navigate to the Units Section

  • Access: Open the system menu and select the "Units" section.

2. Create a New Unit

  • Add Unit: Click on the "Add New Unit" button.

  • Enter Unit Name: Input the unit name (e.g., kilogram, piece).

  • Select Primary Unit: Choose the primary unit for the product, if applicable.

  • Save: Click "Save" to create the unit.

Creating Unit Mappings

Define conversion values to map units for accurate measurements:

1. Navigate to the Unit Mappings Section

  • Access: Open the system menu and select the "Unit Mappings" section.

2. Create a New Unit Mapping

  • Add Mapping: Click on the "Add New Mapping" button.

  • Select "From" Unit: Choose the starting unit (e.g., Feet).

  • Enter Conversion Value: Specify the conversion factor for the "From" unit (e.g., 1).

  • Select "To" Unit: Choose the target unit (e.g., Inch).

  • Enter Conversion Value: Specify the conversion factor for the "To" unit (e.g., 12).

  • Save Mapping: Click "Save" to finalize the unit mapping.

This setup ensures accurate and consistent unit conversions, enabling better inventory tracking and management.

Last modified: 29 October 2024