Unit Types¶
Before you start¶
This article provides an overview of managing Unit Types within Paperwork. Unit Types are used as a unit of measure for pricing lines like admin fees, transport costs, rebates, etc., known as Extras.
Mandatory
Unit Types is a required reference within Dsposal's Paperwork; they contain vital information that makes the process from quotes to invoice work.
Understanding Unit Types¶
Unit Types in Dsposal's Paperwork include the following information:
- Unit Type Name: The name or identifier for the unit type.
- Unit Type Description: A brief description explaining the purpose or details of the unit type.
Adding a Unit Type¶
- Click on the "Add Unit Type" button.
- Enter the required information in the provided fields:
- Unit Type Name: Provide a name or identifier for the unit type.
- Unit Type Description: Optionally, add a description for the unit type.
- Click "Submit" to save the new unit type.
Managing Unit Types¶
Organisations can manage Unit Types by:
- Adding new unit types: Define new unit types applicable to different types of extras.
- Editing existing unit types: Modify information such as name or description.
- Archiving unit types: Mark unit types that are no longer in use or relevant.
Uses¶
Unit Types are used with Extras in Paperwork for accurate pricing and cost calculation.