How to add a units on your products?

Units in Kylas CRM represent the measurement or quantity of a product (e.g., Kg, Years ,Days ,Months). Assigning appropriate units helps your team maintain clarity in quotations, invoices, inventory, and overall product tracking. 

Prerequisites 

• You are logged into your Kylas CRM account as an Admin or a user with Product module access.

• The product you want to edit or add already exists in the Product Catalog.

• The product you want to edit should be active.

• Create and Edit layout should have an input field or units enabled.

Table of Contents

1. What Are Product Units?

2. Why Assign Units?

3. Step-by-Step: Requirement Checks before Adding Units

4. Steps to Add Units to Products

5. Use Cases

6. Best Practices

What Are Product Units?

Product units define the type of quantity associated with a product. For instance, a beverage could be sold in "Litres," while electronics may be sold as "Pieces." Units give structure to how products are quoted and tracked within the CRM.. 

Why Assign Units?

Assigning units helps in:

• Ensuring accurate product representation in Deals & Quotations

• Standardizing product usage across teams

• Enabling inventory clarity

• Improving invoice accuracy
  

Supported Unit Types

Kylas CRM supports:

• Standard Units: Pieces, Kilograms, Litres, Meters, Packs

• Custom Units: You can create your own (e.g., Bottles, Tablets)
  

Example: 
Searching for "Harsh Gupta" will directly fetch the record with that record. 

Step-by-Step: Requirement Checks before Adding Units.

Step 1: Go to CRM Settings. Click on "CRM Settings."

Step 2: Access Product Settings. Click on Customization > Form Fields > Products and Services.

Step 3: Add a Field for Units

• Search for units

• Add the units you want to add according to your product type
  

Step 4: Enable the Product Field in the Deal create form

• Go to customization. Click on layouts.

• Check for the create layout in the Deal Section

• Click on the layout you are currently using with Status: "active" and Default status: "Yes".

• Open the layout and check for Products or Services
  

Note: Layouts with Internal name: "clCreateClients" are a custom layout (created by the user), and Internal name "createLead" are system layouts (built into the system)

Step 5: Assign units to Product

• Go to a Product or Service
  

• Open the product you want to assign a particular unit type based on the product.
  

(Check if the product is active)
(The unit selected for the product that will be reflected while creating the deal)

Steps to Add Units to Products

Step 1: Create a Deal

1. Click on the + Add button from the top-right on the Deal module or use the Quick Add button and Click on Add Deal.
2. In the Products and Services section, click on Add New to add a product.
3. Select the product.
   
4. Fill in other necessary details and Save the Deal
   

Use Cases

Role	Scenario	Outcome
Sales Executive	Quoting FMCG items in packs or cartons	Ensures accurate quantity in customer proposals
Inventory Manager	Tracking spare parts in pieces and tools in sets	Simplifies internal stock management and reporting
Procurement Officer	Managing chemical purchases in litres and tonnes	Facilitates better supplier communication and record-keeping
Finance Executive	Generating invoices with correct quantity representation	Avoids billing disputes and maintains accounting accuracy

Best Practices

Best Practice	Reason
Use predefined picklists for unit fields	Ensures consistency across records and teams
Train users to assign correct units when quoting	Prevents pricing or invoicing discrepancies
Regularly audit products and associated units	Keeps product data accurate and up-to-date
Map units directly in quotation templates	Reduces manual intervention when generating client documents
Keep unit naming standard (e.g., Kg vs KG)	Avoids confusion during report generation and data grouping

Outcome :

By defining units for your products in Kylas CRM, you ensure consistent, professional, and clear documentation throughout your sales and operations process. It not only improves internal understanding but also enhances the client experience during deal negotiations.

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