Product Units
Management of the units of measure for products, services, load carriers and containers: create, edit, translate and delete.
Under Product Units, you manage the units of measure used in X4fleet for products, services, load carriers and containers (e.g. kilogram, litre, piece or pallet). Each unit has a short designation, a description, multilingual designations as well as a definition of the areas in which it is available for selection. The units defined in this way are then available in the product and order forms.
Note: This page is available exclusively to users with super administrator rights.
1. Navigation
The product units are accessible via the Global Settings.
2. Product Units Overview
The overview shows all defined units of measure in a paginated and sortable table. Each row represents one unit.
Columns
| Column | Description |
|---|---|
| Name | Designation of the unit in the selected language |
| Description | Explanatory text for the unit |
| Available for Products | Indicates whether the unit can be selected for products |
| Available for Services | Indicates whether the unit can be selected for services |
| Available for Load Carriers | Indicates whether the unit can be selected for load carriers |
| Available for Containers | Indicates whether the unit can be selected for containers |
| Short Designation | Short form of the unit (e.g. «kg», «L», «pc.») |
| Precision | Number of permitted decimal places for quantity specifications |
The availability columns are displayed as marking fields (checkboxes).
Sorting
Clicking a column header sorts the list in ascending or descending order by that column.
Table Layout
The arrangement and the visible columns of the table can be adjusted. The configuration is saved per user and is retained after logging out.
3. Create or Edit a Product Unit
A new unit can be created or an existing unit edited via the toolbar. The dialog is divided into two tabs: General and Translations.
Create a New Unit
- Click the add button in the toolbar.
- Fill in the fields of the General tab in the dialog.
- Switch to the Translations tab and enter the designations per language.
- Save.
Edit an Existing Unit
- Mark exactly one unit in the list.
- Click the edit button in the toolbar (alternatively, open the row).
- Adjust the desired fields.
- Save.
«General» Tab
| Field | Description |
|---|---|
| Short Designation | Short form of the unit (e.g. «kg») |
| Description | Explanatory text for the unit |
| Available for Products | Makes the unit selectable in product forms |
| Available for Containers | Makes the unit selectable for containers |
| Available for Services | Makes the unit selectable for services |
| Available for Load Carriers | Makes the unit selectable for load carriers |
| Precision | Number of permitted decimal places for quantities |
«Translations» Tab
In this tab, you enter the designation of the unit in the available languages (German, English, French and Italian). The language used for display in each case depends on the user's language setting.
Note: When saving, the system checks whether a unit with the same name already exists. If this is the case, a corresponding message is displayed and saving is prevented. In this case, choose a unique designation.
4. Delete Product Units
Units that are no longer needed can be deleted from the overview.
- Mark one or more units in the list.
- Click the «Delete» button in the toolbar.
- Confirm the security prompt.
Deleting several units at the same time (batch operation) is supported. Upon a successful deletion, the table is updated.
Attention: If a unit cannot be deleted (e.g. because it is still in use), the system displays a corresponding error message.
5. Use in Other Forms
The defined product units are available for selection in other areas of X4fleet – for example in the product forms. There they are searched via an input field with a suggestion function: while typing, the system displays matching units from which the desired one can be selected. Which units are suggested depends on the respective area of use (product, service, tool or container) and the corresponding availability markings of the unit.
6. Toolbar Functions
The toolbar of the overview provides the following standard functions:
- Add / Edit: Create a new unit or edit a marked unit.
- Delete: Remove marked units.
- Apply Template: Apply a saved configuration to the table.
- Layout: Adjust or reset the column arrangement and table layout.
The layout settings are saved per user.