Configure Units of Measure

• Units of Measure are user-defined via the ‘Unit Setup’ screen.

To Configure Units of Measure:

1. Navigate to the ‘Unit Setup’ screen.

   Open

   

   'Unit Setup' screen

2. Select an existing ‘Unit’ to view and edit the details.

3. Select the ‘Add New Record’ button to add a new Unit of Measure.

4. Select the ‘Merge Units’ to combine two Units of Measure into one.

5. Use the ‘Edit’ form to configure the Unit of Measure.

   1. ‘Active’:

      1. Only Active Units of Measure will appear in drop-down lists.

   2. ‘Unit’:

      1. The abbreviated version of the Unit of Measure.

      2. Most drop-down lists, screens, and reports, will display the ‘Unit’.

   3. ‘Description’:

      1. The longer, more descriptive, name or description for the Unit of Measure.

      2. Some drop-down lists, screen, and reports, will display the ‘Unit’ and ‘Description’.

   4. ‘Production Units’:

      1. Determines which screens will display the Unit of Measure in a drop-down list.

         1. ‘Laboratory Unit’:

            1. A Unit of Measure must be identified as a ‘Laboratory Unit’ in order for it to appear on Laboratory-related drop-down lists.

      2. ‘Sales Unit’:

         1. Used to describe the Sales Unit of Measure for a Product or Service.

      3. ‘Stock Unit’:

         1. Used to describe the Stock Unit of Measure for a Product.

      4. ‘Order Unit’:

         1. Used to describe the Order Unit of Measure for a Product.

      5. ‘Rx Admin Unit’:

         1. Used to describe the Unit of Measure used to define the administration of Pharmacy Products.