Unit

Create and manage units of measurement for use across invoices, bills, purchases, and inventory — ensuring consistency in quantity tracking and reporting.

🔐 Access Control

• Only Admin users with the correct permissions can access this setting
• From the Dashboard, go to Accounting → Setup → Unit

➕ Creating a Unit

Click the + button to open the unit creation form.

Tip:

• Use sector-fit units for clarity (e.g. Visits for care homes, Sessions for consulting, Kg for logistics)
• Avoid ambiguous labels like Unit or Item — be specific to the service or product

📋 Managing Units

Once created, units appear in a table:

Note:

• Units are referenced when adding line items to invoices, bills, and purchase orders
• Deleting a unit does not affect historical records — it only prevents future use

✅ Best Practices

• Create units before issuing invoices or bills
• Match units to operational workflows (e.g. Hours for staffing, Litres for cleaning supplies)
• Avoid duplicate or overlapping units (e.g. Hour vs Hours)
• Review units quarterly to reflect evolving service formats