{"id":20266,"date":"2026-05-25T10:33:05","date_gmt":"2026-05-25T14:33:05","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&#038;p=20266"},"modified":"2026-05-25T15:19:47","modified_gmt":"2026-05-25T19:19:47","password":"","slug":"apply-a-custom-unit-on-a-sales-order-line","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/en\/doc\/sales-order\/apply-a-custom-unit-on-a-sales-order-line\/","title":{"rendered":"Apply a custom unit on a sales order line"},"content":{"rendered":"<div class=\"pdfprnt-buttons pdfprnt-buttons-docs pdfprnt-top-right\"><a href=\"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/20266?print=print\" class=\"pdfprnt-button pdfprnt-button-print\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/plugins\/pdf-print\/images\/print.png\" alt=\"image_print\" title=\"Print Content\" \/><\/a><\/div><p><b><i><span lang=\"EN-CA\">-&gt; Available from ALIX 11.24.0.<\/span><\/i><\/b><span lang=\"EN-CA\">\u00a0<\/span><a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/getting-started\/user-profile\/#1-toc-title\" target=\"_blank\" rel=\"noopener noreferrer\"><b><i><span lang=\"EN-CA\">How do I find out the current version?<\/span><\/i><\/b><\/a><\/p>\n<p>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.<\/p>\n<p>To set a default custom unit on an item, see the\u00a0<strong>Custom unit<\/strong>\u00a0section of the\u00a0<a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/items\/sale-tab\/\">Sale tab<\/a>\u00a0page.<\/p>\n<blockquote><p><em><strong>Note<\/strong>: it is impossible to apply or edit a custom unit if the sales order is no longer in\u00a0<strong>Draft<\/strong>.<\/em><\/p><\/blockquote>\n<h2 id=\"apply-custom-unit-to-a-line\">Apply a custom unit to a line<\/h2>\n<blockquote><p><em><strong>Note<\/strong>: if the item has a default custom unit defined in its Sale tab, it is applied automatically to the line. Skip to the\u00a0<a href=\"#edit-cu-so\">Edit the custom unit of a line<\/a>\u00a0section to adjust the values.<\/em><\/p><\/blockquote>\n<ol>\n<li>From the menu on the left, choose\u00a0<strong>Sales -&gt; Sales orders<\/strong>.<\/li>\n<li>Open the desired sales order, then click\u00a0<strong>Edit<\/strong>\u00a0in the top right.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-20267\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h19_53-1024x316.png\" alt=\"\" width=\"1024\" height=\"316\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h19_53-1024x316.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h19_53-300x93.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h19_53-768x237.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h19_53-1536x474.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h19_53.png 1774w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Select the desired line item, click <strong>More actions -&gt; Apply a custom unit<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-20268\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h21_10-1024x474.png\" alt=\"\" width=\"1024\" height=\"474\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h21_10-1024x474.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h21_10-300x139.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h21_10-768x355.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h21_10.png 1159w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>In the window, fill in the fields:\n<ol>\n<li><strong>Unit<\/strong>: name of the unit (e.g. &#8220;box&#8221;).<\/li>\n<li><strong>Format<\/strong>: conversion factor to the stock unit (e.g. 150 for a 150-unit box).<\/li>\n<\/ol>\n<\/li>\n<li>Click\u00a0<strong>Confirm<\/strong>.\n<p class=\"capture\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-20269\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h23_47.png\" alt=\"\" width=\"432\" height=\"290\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h23_47.png 829w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h23_47-300x201.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h23_47-768x515.png 768w\" sizes=\"(max-width: 432px) 100vw, 432px\" \/><\/p>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2 id=\"edit-cu-so\">Edit the custom unit of a line<\/h2>\n<p>As long as the sales order is in\u00a0<strong>Draft<\/strong>, you can edit the values of the custom unit applied to a line.<\/p>\n<table>\n<tbody>\n<tr>\n<td>Edit the format<\/td>\n<td>Edit the value directly in the line item. The stock quantity and unit price are recalculated automatically.<\/td>\n<\/tr>\n<tr>\n<td>Edit the unit<\/td>\n<td>Click <strong>More actions<\/strong> on the top right of the line, then select <strong>Apply a custom unit<\/strong>\u00a0to reopen the window.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"capture\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-20272\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h24_56.png\" alt=\"\" width=\"997\" height=\"229\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h24_56.png 997w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h24_56-300x69.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h24_56-768x176.png 768w\" sizes=\"(max-width: 997px) 100vw, 997px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"custom-unit-display\">Custom unit display<\/h2>\n<p>When a custom unit is applied to a line, it appears:<\/p>\n<ul>\n<li>In the sales order item grid (quantity and price in the custom unit).<\/li>\n<li>In the line item.<\/li>\n<li>On the sales order PDF (the line is displayed in the custom unit).<\/li>\n<\/ul>\n<p class=\"capture\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-20271\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h27_25.png\" alt=\"\" width=\"687\" height=\"616\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h27_25.png 687w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/05\/2026-05-25_10h27_25-300x269.png 300w\" sizes=\"(max-width: 687px) 100vw, 687px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>-&gt; Available from ALIX 11.24.0.\u00a0How do I find out the current version? The custom unit allows selling an item in [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"doc_category":[434],"doc_tag":[],"year_month":"2026-05","word_count":309,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Genevi\u00e8ve Lamarche","author_nicename":"glamarche","author_url":"https:\/\/alix.ai\/documentation\/author\/glamarche\/"},"doc_category_info":[{"term_name":"Sales Order","term_url":"https:\/\/alix.ai\/documentation\/en\/docs-category\/sales-order\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/20266"}],"collection":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=20266"}],"version-history":[{"count":2,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/20266\/revisions"}],"predecessor-version":[{"id":20338,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/20266\/revisions\/20338"}],"wp:attachment":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=20266"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=20266"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=20266"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}