Units and unit groups

Applies To: Project Operations Integrated with ERP, Project Operations Core

Units are the quantities or measurements that you sell your products or services in. For example, if you sell gardening supplies, you might sell seeds in units of packets, boxes, and pallets. A unit group is a collection of these different units.

To complete the steps in this article, make sure that you have been assigned to the System Administrator or Sales Professional Manager role or have equivalent permissions.

Create a unit group

1. In the site map, select Units.
2. Select New, and in the Create Unit Group dialog box, enter the unit name.
3. In the Primary unit field, enter the lowest common unit of measure that the product will be sold in. For example, you might enter "piece" or "ounce".
4. Select OK.

Add units to a unit group

1. Open a unit group, and on the Related tab, select Units. You will see that the primary unit is already added.
2. Select Add New Unit, and on the Quick Create: Unit page, in the Name field, enter the nanem of the unit.
3. In the QUantity field, enter the quantity that the unit will contain. For example, if a box contains two pieces, enter "2".
4. In the Base unit field, select a base unit to establish the lowest unit of measurement for the unit. For example, you might select "Piece".
5. Select Save: