Create a unit group and add units to that group
Define the quantities or measurements that you sell your products or services in by using units in Dynamics 365 Sales.
License and role requirements
|Requirement type||You must have|
|License||Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
|Security roles||Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales
What are unit groups and units?
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
Depending on the sales app that you're using, do one of the following:
If you're using the Sales Hub app,
Select Change area at the lower-left corner of the site map, and then select App Settings.
In the Product Catalog area, select Unit Groups.
If you're using the Sales Professional app,
- Select Unit Groups from the site map.
To create a new unit group, on the command bar, select New.
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.
You cannot delete the primary unit in a unit group.
To add units to the unit group, select the Related tab, and then select Units.
On the Units tab, you’ll see that the primary unit is already added. Select Add New Unit.
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."
Typical next steps
- OR -
Can't find the options in your app?
There are two possibilities:
You don't have the necessary license or role to perform the steps.
Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.
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