Creating or editing a unit group is a powerful way to tap into your CRM toolset.
Create or edit a unit group
A unit group ( A compilation of the different measurements that a product is available in. A unit group contains the base unit in which a product is available, for example, a two-liter bottle. It then lists all the different increments that this base unit is packaged in for sale, such as an individual two-liter bottle or a case of 6 two-liter bottles, and also indicates which measurement is the primary unit. ) can contain one or more units.
When you determine the primary unit for a unit group, you should use the most common unit of measurement that your product or service will sell. For example, if you provide a service that is frequently charged by the day, you might consider setting the primary unit as an hour. Although the smallest unit that your service can charge is an hour, it can be more efficient to set the primary unit as a day for generating the typical quote, order, or invoice. On less frequent occasions, you can use a fraction of a day to charge for services that amount to less than one day.
Setting up the Unit Groups area is the second step in creating a product catalog. There are four steps to complete when you create the product catalog. To create the product catalog, use the following order:
Create a unit group
When you create a unit group you must specify a primary unit ( The measurement used to define the most commonly sold unit of a product. ) . The primary unit is the lowest unit of measurement for the unit group.
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Under Details click Units, and then click New Unit to create a unit for this unit group.
8. Click Save or Save and Close.
Note: You cannot delete the primary unit in a unit group.
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