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.

Edit the format Edit the value directly in the line item. The stock quantity and unit price are recalculated automatically.
Edit the unit Click More actions on the top right of the line, then select Apply a custom unit to reopen the window.

 

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).