APPLIES TO
OVERVIEW
You can create a new unit type for any statistical account while you are creating the statistical account, or from Lists > Accounting > Units Of Measure > New.
To create a unit type for a statistical account:
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On the Unit Type window, enter the name of the kind of unit you are creating.
For example, you can have an Area unit type.
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Check the Inactive box to inactivate this unit record.
When a record is inactive, it does not appear in lists and cannot be selected on records and transactions.
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Enter a name for the unit you want to create.
For example, you can have an Area unit named Square Footage.
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Enter the plural name for the unit.
For example, the plural for the unit Square Footage is Square Feet.
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Enter the abbreviation for the singular unit.
For example, the abbreviation for the unit Square Footage is SQFT.
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Enter the abbreviation for the plural unit.
For example, the abbreviation for the plural name Square Feet is SQFT.
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In the Conversion Rate field, enter the quantity that corresponds to 1 of the base unit.
For example, for the unit Square Yardage with the base unit Square Footage, the conversion rate is 9. When you check the Base Unit box, the conversion rate for the unit is set and locked at 1.
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Check the Base Unit box if this unit should be used to define other units in this group, and is to be the default unit for this unit type.
For example, Square Footage is the base unit to create an Area unit of Square Yardage. Each unit type must have a base unit, and can have only one unit designated as the base.
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Click Add.
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Click Save.