Create a unit group and add units to that group (Sales and Sales Hub)

Units are the quantities or measurements that you sell your products or services in. For example, if you sell gardening supplies, you might sell seeds in units of packets, boxes, and pallets. A unit group is a collection of these different units.

In Dynamics 365 Sales, you first create a unit group and then create units within that group. Let's look at both of these tasks, using seeds as our example.

Create a unit group and add units (Sales Hub)

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

  2. Select the Site map icon Site map icon, then select ellipses Ellipses to open more options, and then select App Settings.

  3. In the Product Catalog area, select Unit Groups.

    Unit groups in site map

  4. To create a new unit group, on the command bar, select New.

    -OR-

    To edit a unit group, open a unit group from the list.

  5. Fill in your information, and select OK:

    a. Name. Type a meaningful name for the unit group. In our example, you would type "Televisions."

    b. Primary Unit. Type the lowest common unit of measure that the product will be sold in. In our example, you would type "Piece." Other examples could include box, cartons, ounces, hours, or tons, depending on your product.

    Create unit group dialog box

    Note

    You cannot delete the primary unit in a unit group.

  6. To add units to the unit group, select the Related tab, and then select Units.

    Units option on the Related tab

  7. On the Units tab, you’ll see that the primary unit is already added. Select Add New Unit.

  8. In the Quick Create: Unit form, fill in the following, and select Save:

    a. Name. Type a meaningful name for the unit. In our example, you would type "box."

    b. Quantity. Type the quantity that this unit will contain. For example, if a box contains 2 pieces, you would type "2."

    c. Base Unit. Select a base unit. The base unit will establish the lowest unit of measurement for the unit you're creating. Using our example, you would select "Piece."

    Quick create: Unit form

Create a unit group (Sales app)

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. Select Unit Groups.

  4. To create a new unit group, select New.

    -OR-

    To edit a unit group, open a unit group from the list.

  5. Fill in your information:

    • Name. Type a meaningful name for the unit group. In our example, you would type "Seeds."

    • Primary Unit. Type the lowest common unit of measure that the product will be sold in. In our example, you would type "packet." Other examples could include ounces, hours, or tons, depending on your product or service.

      Shows how to create a unit group in Dynamics 365 Sales

  6. Select OK.

Note

You cannot delete the primary unit in a unit group.

Create units in a unit group (Sales)

  1. In the unit group record you want to add the units to, on the nav bar, select the arrow next to the record name, and then under Common, select Units.

    Arrow in the Unit Group record

    Select Units in the Unit group record

  2. Select Add New Unit.

    The unit that you specified as the primary unit earlier is already in the list of units.

  3. Fill in your information:

    1. Name. Type a meaningful name for the unit. In our example, you would type "box."

    2. Quantity. Type the quantity that this unit will contain. For example, if a box contains 12 packets, you would type "12."

    3. Base Unit. Select a base unit. The base unit will establish the lowest unit of measurement for the unit you're creating. Using our example, you would select "packet."

      If you then create a unit called "pallet," and one pallet contains 48 boxes, you would type "48" in Quantity and select "box" in Base Unit.

      Here's how:

    Create a unit in the unit group in Dynamics 365 Sales

    Creating a unit with a base unit in Dynamics 365 Sales

  4. Select Save or Save and Close.

Typical next steps

Right arrow button Create a product

- OR -

Right arrow button Create product bundles to sell multiple items together

Home button Set up a product catalog: Walkthrough