Unit
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Introduction
This page holds the Unit (unit of measure) master data — e.g. pcs, meter, unit — used to describe item quantities on a Warranty Claim line.
Prerequisites
- A stable internet connection.
- An active account with permission to manage Unit data.
Step-by-Step Guide
Viewing Unit Data
Goal: view the list of units available in the system.
Steps:
- Open the Unit page. The list shows a name column.
Note: search isn't available on this page.
Expected Result: all unit data displays in the list.
Adding Unit Data
Goal: add new unit data to the system.
Steps:
- Click Add New.
- Fill in the Name field.
- Click Save.
Expected Result: the new unit appears on the Unit list.
Editing Unit Data
Goal: update existing unit data.
Steps:
- Choose the unit you want to change, then click Edit.
- Change the Name field.
- Click Save.
Expected Result: the unit data in the list is updated per your saved changes.
Deleting Unit Data
Goal: delete unit data that's no longer needed.
Steps:
- Choose the unit you want to delete, then click Delete.
- Read the confirmation dialog that appears.
- Click the confirm button to permanently delete the data.
Warning: deleted unit data can't be restored.
Expected Result: the unit is deleted from the list.
Troubleshooting / FAQ
| Issue/Question | Solution |
|---|---|
| There's no search field on the Unit page | This is normal — search isn't available on this page because the amount of unit data is generally small. |
| A deleted unit is still used on an old Warranty Claim line | Deleted unit data can't be restored; add it back as new data if needed. |