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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

  1. Click on the "Add Unit Type" button.
  2. Enter the required information in the provided fields:
  3. Unit Type Name: Provide a name or identifier for the unit type.
  4. Unit Type Description: Optionally, add a description for the unit type.
  5. 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.