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Adding inventory units to items
Adding inventory units to items
Updated over a week ago

Please note: only users with the "Edit Recipes" or "Edit Vendors" permission can manage inventory units on items.

Defining inventory units for your items is crucial for accurate inventory counts. Only the units assigned to an item can be used during your inventory counts, and when setting default inventory units on guides.

After setting an inventory unit on an item, a field appears for each mapped vendor item. This field has you define how much of that unit is purchased per the vendor item's price. If possible, opsi will automatically calculate this value based on the vendor item's purchase units.

To add an inventory unit to an item:

Desktop steps

1. Select the item for which you want to manage inventory units.


2. In the item details view, you'll see the current inventory units.


3. Click "Edit" in the top-right corner to modify inventory units.


4. Under "Inventory Units," click "Add unit."


5. Enter the new unit and select it.


6. The new unit will be added, and an amount field will appear for each mapped vendor item to specify. If possible, opsi will automatically calculate the amount based on the vendor item's purchase units.

Mobile steps

1. Select the item for which you want to manage inventory units.


2. In the item details view, you'll see the current inventory units.


3. Tap the context menu "three dots" in the top-right corner and choose "Edit".


4. Under "Inventory Units," tap "Add unit."


5. Enter the new unit and select it.


6. The new unit will be added, and an amount field will appear for each mapped vendor item to specify. If possible, opsi will automatically calculate the amount based on the vendor item's purchase units.

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