ABSS CRM · Settings

Item Unit

An item unit is the measure you count and price an item in, such as PCS, BOX or KGS. You keep the list here and pick a unit on every item, and that unit then shows on each quotation and sales order line.

Who it's for: Anyone who sets up or tidies the units used on items
Where to find it: SettingsItem Unit
What you need: The Admin role, or the View permission on Item Unit, with Create or Edit for those actions

Item Unit walkthrough

Coming soon

What you can do here

Keep the list of units you count and price items in, such as PCS, BOX or KGS.
Start with the units ABSS CRM gives you, and add your own.
Rename a unit you added, as long as no item uses it yet.
Pick a unit on each item, and offer the same item in up to two other units.

Before you start

Where the screen is: Open Settings with the gear icon at the top of the screen. Then choose Item Unit under Setup & Configurations, either on the All settings page or in the menu on the left. Close takes you back to the Dashboard.
Permissions: Admins always see Item Unit. Other roles need the View permission on Item Unit to see it in Settings. Adding needs the Create permission and renaming needs Edit. Buttons you cannot use are greyed out.
The names you want: Check the built-in units first. Add one only for a unit they do not cover, because every name must be different.

Note: ABSS CRM comes with these units: NOS, PCS, BOX, KGS, GMS, MTR, FT, LTR, MLT, OTH, BTL, CAN, CMS, DOZ, CTN, MTS, PAS, PRS, QTL, ROL, SET, TBS, TON, TUB, UNT and YDS.

Add an item unit

A unit is just a name. You add it in a small window, without leaving the list.

Open the Add Item Unit window
Go to Settings → Item Unit and choose Add Item Unit.
Enter the Name
Required. For example Kilogram. It must be different from every other unit you have.
Choose Save
The window closes and the new unit joins the list as Active. Cancel closes the window without saving.

Warning: A unit cannot be deleted from this screen. Check the spelling before you save, and rename it straight away if it is wrong.

Find and rename an item unit

The list shows every unit, a page at a time. There is no detail page: everything about a unit is on its row.

Name: The name of the unit. The list is sorted by name.
Status: Active or Inactive.
Action: One icon on each row: Edit. It is greyed out on the built-in units. Hover over it and CRM says it is a system generated item unit.

Choose the Edit icon on the row
The Edit Item Unit window opens with the current name.
Change the Name and choose Save
You can rename a unit you added until an item uses it. After that CRM shows: Item unit cannot be renamed because it is used by one or more items.

Where an item unit is used

A unit does nothing on its own. It is there to be picked on an item, and it travels with the item onto your documents.

Where	What happens
Items	The Item Unit field on the item form. It is required, and it is the unit the Selling Price is for. Only Active units are offered.
Unit conversion on an item	The Unit you add beside the Item Unit, so the same goods can be sold in up to two other units, each with its own price. The choices come from this list.
Quotation and sales order lines	The Unit column on each item line. It offers the item's own Item Unit and any unit conversions set on that item, and the rate follows the unit you pick. An item with one unit shows that unit only.
Item bulk import	The Item Unit in your file must match a unit on this list.

For the item form and unit conversions, see Items.

Rules to know

The rules behind this screen, in one place.

Topic	Rule
Built-in units	ABSS CRM comes with NOS, PCS, BOX, KGS, GMS, MTR, FT, LTR, MLT, OTH, BTL, CAN, CMS, DOZ, CTN, MTS, PAS, PRS, QTL, ROL, SET, TBS, TON, TUB, UNT and YDS. They cannot be renamed.
Unique name	Two units cannot share a name, whatever the capital letters. CRM shows: An item unit with this name already exists in the company.
Renaming	Blocked once any item uses the unit, as its Item Unit or in a unit conversion. CRM shows: Item unit cannot be renamed because it is used by one or more items.
No delete	This screen has no Delete icon and no way to change a unit's status. A unit you add stays on the list, so check the name before you save.
Status	A new unit is Active. Only Active units are offered when you pick a unit on an item.
ABSS Books	If your company also uses ABSS Books, both products work from the same list of units.
View-only mode	While your subscription payment is overdue and CRM is view-only, Add Item Unit and Edit are greyed out.