Apply a custom unit on a sales order line

-> Available from ALIX 11.24.0. How do I find out the current version?

The custom unit allows selling an item in a unit different from its stock unit. This page describes how to apply or edit it on a sales order line.

To set a default custom unit on an item, see the Custom unit section of the Sale tab page.

Note: it is impossible to apply or edit a custom unit if the sales order is no longer in Draft.

Apply a custom unit to a line #

Note: if the item has a default custom unit defined in its Sale tab, it is applied automatically to the line. Skip to the Edit the custom unit of a line section to adjust the values.

1. From the menu on the left, choose Sales -> Sales orders.
2. Open the desired sales order, then click Edit in the top right.
   
3. Select the desired line item, click More actions -> Apply a custom unit.
   
4. In the window, fill in the fields:
   1. Unit: name of the unit (e.g. “box”).
   2. Format: conversion factor to the stock unit (e.g. 150 for a 150-unit box).
5. Click Confirm.

   

Edit the custom unit of a line #

As long as the sales order is in Draft, you can edit the values of the custom unit applied to a line.

Custom unit display #

When a custom unit is applied to a line, it appears:

• In the sales order item grid (quantity and price in the custom unit).
• In the line item.
• On the sales order PDF (the line is displayed in the custom unit).