Units of Measure Guide

A straightforward guide to one of the most important inventory setup topics: keeping quantity units clean and consistent.

Administration & Setup Inventory Setup End-User Guide

Overview

Units of measure affect how products are described and counted across inventory, purchasing, and sales.

Where To Find It

Path: Administration > Units

Use the units screen when a new quantity unit is needed or when older unit records must be reviewed.

How It Works

QBM stores unit records separately so products and transactions can reuse them consistently instead of free-typing different unit wording everywhere.

Main Areas

Area What It Means When To Use It
Unit record Defines a reusable quantity unit for the system. Use it when a product or document needs consistent quantity wording.
Standard naming Keeps unit language aligned across screens and reports. Use it to avoid duplicate or confusing unit names.
Product linkage Allows product records to rely on the maintained unit list. Use it when setting up or cleaning product master data.

Recommended Workflow

  1. Review the existing units before adding a new one.
  2. Create a new unit only if the required wording does not already exist.
  3. Use clear short names that users will recognize easily.
  4. Save the unit and then select it on the relevant product or transaction screen.

Best Practice

  • Avoid duplicates that mean the same thing with slightly different spelling.
  • Keep unit naming short but unambiguous.
  • Review units periodically if many new products are added over time.