Unit Set

A Unit Set defines how an item can be measured, purchased, and sold using different units.

For example, a business may purchase an item by case, but sell it by piece. A Unit Set allows you to define the relationship between these units so LocalizeBook can automatically convert quantities.

What Is a Unit Set?

A Unit Set is a collection of related units with a defined conversion relationship.

For example:

Unit Set: Piece

Base Unit: pcs

This means:

1. 1 dozen = 12 pcs
2. 1 case = 24 pcs

Once the Unit Set is created, it can be assigned to items that use the same unit structure.

Creating a Unit Set

When creating a Unit Set, configure the following information.

Unit Set Name

Enter a name that identifies the unit set.

Example:

Piece

The name should describe the primary unit structure rather than a specific item.

Base Unit

The Base Unit is the fundamental unit used for quantity calculations.

Example:

Base Unit: pcs

The base unit always has a multiplier of 1.

Adding Additional Units

You can add multiple units to a Unit Set.

For example:

Base Unit: pcs

Add:

dozen → 12

and:

case → 24

The resulting Unit Set is:

How the Multiplier Works

The multiplier defines how many base units are contained in one unit.

For example:

1 dozen = 12 pcs

1 case = 24 pcs

If an item has 5 cases, LocalizeBook can convert this to:

5 × 24 = 120 pcs

Default Purchase Unit

The Default Purchase field determines which unit is selected by default when purchasing an item that uses this Unit Set.

For example:

Default Purchase: case

This is useful when your supplier normally sells the item by case.

Default Sale Unit

The Default Sale field determines which unit is selected by default when selling an item that uses this Unit Set.

For example:

Default Sale: pcs

This is useful when you purchase products in cases but sell them individually.

Example

A business purchases soft drinks by the case:

1 case = 24 pcs

The Unit Set could be configured as:

1. Base Unit: pcs
2. Case: 24
3. Default Purchase: case
4. Default Sale: pcs

When recording a purchase, case is automatically selected as the default unit.

When creating a sales transaction, pcs is automatically selected.

Default for Item Setup

Enable Default for Item Setup if you want this Unit Set to be automatically selected when creating a new item, where applicable.

This can save time when most of your items use the same Unit Set.

For example, if most of your products are measured in pieces, you can set:

Piece → Default for Item Setup

Then the Unit Set can be automatically selected during item creation.

Active

Use Active to control whether the Unit Set is available for use.

Active

The Unit Set is available when creating or configuring items.

Inactive

The Unit Set is no longer available for new selections, while existing items or transactions that already use it can remain associated with it, subject to system rules.

Tip: Instead of deleting a Unit Set that has been used, consider making it inactive if you no longer want users to select it for new items.

Example: Beverage Business

A beverage company purchases and sells soft drinks using different units.

Unit Set: Piece

Base Unit: pcs

Default Purchase: Case

Default Sale: Piece

The company can then:

1. Purchase 10 cases
2. LocalizeBook converts the quantity to 240 pcs
3. Sell 15 pcs
4. Remaining inventory = 225 pcs

The same Unit Set can be reused for other products that follow the same conversion structure.

Unit Set vs. Item

A Unit Set defines the measurement structure, while an Item uses that structure.

Simple way to remember

Unit Set = How is it measured?

Item = What are you selling or managing?

Recommended Setup

When creating Unit Sets, use a consistent naming convention and only create a new Unit Set when the conversion structure is different.

For example, if several products use:

1 case = 24 pcs

they can all use the same Unit Set.

If another product uses:

1 case = 48 pcs

you should create or use a different Unit Set with the appropriate conversion.

Important: The multiplier must accurately represent the relationship between the unit and the Base Unit. Incorrect multipliers will result in incorrect quantity conversions in transactions and inventory.

To create the new Unit Set in Localizebook:

1. Go to the Item menu.
2. Click on Unit Set.
3. Click on button +Add in the top-right of the page.
4. Enter the basic information of the unit set:
5. Unitset Name: Name of Unit of measure set. A unitset is a combination of base unit and other related units.
6. Base Unit: The smallest of your product unit name.
7. Unit Name: Name of bigger unit measure.
8. Multiplier: Is the coefficient of the base unit product.
9. Add New Unit: Click on +Add New Unit button for adding more multi units of your product.
10. Default Purchase: If you set the smallest of your product unit name, you can choose your unit when you purchase your goods.
11. Default Sale: If you set the smallest of your product unit name, you can choose your unit when you sell your goods.
12. Memo: Other comments or marks that are related to your unit set.

Note: The button for delete the transaction line.

1. After filling all with your information:
2. Save & New: Save the unit set and add another one.
3. Save & Close: Save the unit set and close the window.
4. Close: Close window without saving the unit set.