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Units screen

The Units screen allows you to create, read, update, and delete (CRUD) unit data. You can also filter, import, and export units via XLSX.

This screen follows the shared Common Screen Patterns for editing, filtering, sorting, and import/export. Only what's unique to Units is covered below.

Adding a Unit​

Click the Add button at the bottom to open a modal where you can:

  • Enter unit information
info

Unit names must be unique. You cannot create two units with the same name.

Units creation

Editing / deleting a Unit​

Each unit item also shows the number of invoices and quotes created with it (quotes count is hidden if the layout is disabled in settings).

Units list

Filters​

Units filters

Sorting​

Units sort

Import & Export​

Units import/export

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