Overview
Define units such as each, hour, month, box, meter, or service visit.
Main purposeDefine units such as each, hour, month, box, meter, or service visit.
Important areasUnit list, name, description, active status.
Business valueConsistent units make item pricing and document lines easier to read.
Where To Find It
Common Path: Setup > Product and Pricing > Units of Measure
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Units of measure are setup records selected on item, quote, and order lines.
- Active units are available for normal use.
- Descriptions help users choose the correct unit when names are similar.
Main Areas
| Area | What It Is Used For |
|---|---|
| Unit list | Shows available units. |
| Unit details | Shows name, description, and active status. |
| Create/edit form | Maintains unit information. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Name | Unit label. | Use short names such as Each, Hour, Month, or Box. |
| Description | Optional explanation. | Use when the unit needs clarification. |
| Active | Controls normal availability. | Deactivate old units when history must remain. |
Recommended Workflow
- Open Units of Measure from Setup.
- Search existing units before creating a new one.
- Create the unit with name and optional description.
- Keep it active while users should select it.
- Review item records after changing unit naming.
Best Practice
- Use simple unit names that sales users understand.
- Avoid duplicate units such as Hour, Hours, and Hr unless there is a real difference.
- Coordinate unit changes with item pricing.
Troubleshooting
- If a unit is missing on an item, check whether the unit is active.
- If users choose the wrong unit, add descriptions or simplify the list.
- If old documents show old unit names, preserve history and use new units for future records.
FAQ
Can a unit be deleted?
Only when it is safe and allowed. Deactivation is usually safer.
Do units control stock quantities?
In QCRM help context, units mainly support item and sales document clarity.