Standard unit management user manual

Overview

“Standard unit management” is a screen that registers, modifies, and deletes units (e.g. kg, g, EA, etc.) used in items/materials/production and manages unit conversion (UOM) when necessary.

Access

• Sidebar: Standard management → Standard unit management

Before you begin

• Determine the unit symbol and unit name, and identify the appropriate unit category, such as weight, length, or quantity.
• Decide whether to enter the code manually or use Automatic Code Generation.
• If conversion to another unit is required, confirm that the target unit is already registered.

Required information

• Unit Symbol, Unit Name, and Unit Category must be entered before saving.
• Standard Unit Code is also required when automatic code generation is not used.
• Usage status can use the screen's default value. Unit-conversion information is optional.

Save and processing checks

• Review the entered information in the save-confirmation dialog before proceeding with registration.
• Confirm that a manually entered code does not duplicate an existing code.
• If unit conversion was added, confirm that the target unit and conversion values represent the intended conversion relationship.

Screen layout (general)

• List area: List of registered standard units (search/filter/sorting/paging may be provided)
• Detail/Registration Screen: Enter standard unit information (unit symbol/name/category/use status, etc.)

Registration

1. On the list screen, click the Register button.
2. Enter unit information.
   • Unit symbols (e.g. "kg", "g", "ea", etc.)
   • Unit name (e.g. kilogram, gram, unit)
   • Unit category (e.g. weight/count, etc.)
   • Whether to use ("y/n")
3. (Optional) If unit conversion (UOM) is required, add/enter conversion information.
4. Click Save to complete registration.

Chat assistant registration

You can go to the registration screen through chat and auto-fill your input.

1. In chat, make a request like “Register the standard unit kg.”
2. Follow the instructions and move to the standard unit management/registration screen.
3. Enter “unit symbol kg, unit name kilogram, category weight” in chat.
4. Click Save in the chat to proceed with registration.

Chat assists screen input. The final save is handled in the same flow as the screen's registration logic (save button).

Editing

1. Click the unit to be modified in the list to enter Details.
2. Click Edit (or switch to edit mode on the details screen).
3. Edit the values ​​you want to change and click Save.

Deletion

1. Select (checkbox) the unit to be deleted from the list or proceed with deletion on the details screen.
2. Click the Delete button and approve in the confirmation pop-up.
3. If the unit is being used in other data (items or BOMs, etc.) after deletion, deletion may be restricted.

Frequently Asked Questions (FAQ)

• Q. Is it necessary to register for unit conversion (UOM)? A: No. It can be used simply by registering the basic unit. However, if there is a task that requires conversion, such as kg↔g, it is recommended to set up the conversion as well.
• Q. It cannot be deleted. A. Deletion may be restricted if the unit is being referenced by other data. First, organize the usage or switch to “disabled” and handle it in accordance with the operating policy.

UOM Conversion Management

Manage UOM in the Unit Conversion Management area at the bottom of the standard unit registration/edit/detail screen.

• Add: “Add UOM” button → Select target unit → Enter reference/target values → Save
• Edit: Click the edit icon in the list → Change the value and save it
• Delete: Select the checkbox and click the delete button

Input rules (base/target value method)

• Enter only the standard unit value and target unit value. (Exchange rate input method)
• The conversion rate is calculated/stored by the server.
• UOM code is optional input, auto generation option is available.