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Units

Units define how a product quantity is expressed: piece, set, box, or another unit used by the company.

In Putaway WMS, a unit is a catalog value used on products. It does not move stock, does not change quantities by itself, and does not perform conversions, but it affects how operators read quantities in receiving, stock, documents, imports, integrations, and reports.

To manage units, open Catalog -> Units.

The page loads only for users who have permission to view product units. Add and delete actions appear separately, depending on the user’s permissions.

The page does not depend on the selected warehouse. Units are catalog data at account level, not data for a specific warehouse.

The page allows:

  • listing existing units, sorted alphabetically;
  • searching for a unit by name;
  • resetting the search filter;
  • pagination with page sizes of 10, 15, 25, or 50 rows;
  • adding a new unit, if the user has permission;
  • deleting a unit, if the user has permission and the unit is not used on products.

The list loads with 15 rows per page by default. If there are many units, use search to find the required unit quickly.

The units page does not have a rename flow. If a name was created incorrectly, create the correct unit, update the products that should use it, then delete the old unit only after it is no longer associated with any product.

The unit appears in several flows:

AreaWhy it matters
ProductsThe unit is selected during create or edit and can be used for filtering. For variants, the unit belongs to the parent product.
Import productsThe unit column is required in import mapping. If the unit is missing from the catalog, it can be created automatically within the plan limit.
Goods receivingThe operator reads the received quantity in the product unit.
Goods receipt noteThe document displays the unit as part of received quantity checks.
Stock and TraceabilityQuantities are easier to verify when the product has the correct unit.
InventoriesFinal reconciliation between missing and surplus items is accepted only between products with the same unit.
MerchantPro and Gomag integrationsExternal units can be mapped or created in WMS during catalog synchronization.

Examples of units:

  • pcs;
  • set;
  • box;
  • kg;
  • l.

To create a unit:

  1. Press Add Unit.
  2. Enter the unit name.
  3. Confirm the creation.

The form sends only the name. The client is not selected manually; Putaway WMS uses the account of the authenticated user.

The name is trimmed before saving.

Important rules:

  • the name is required;
  • the name can have up to 32 characters;
  • the same unit cannot be created twice with differences only in uppercase letters, lowercase letters, or leading or trailing spaces;
  • creation is blocked if the account’s unit limit has been reached.

Example: if pcs already exists, do not create Pcs, PCS, or piece separately for the same purpose, unless there is a clear operational rule that requires different units.

Putaway WMS applies the rules on the backend:

  • the unit is created, listed, and deleted only for the authenticated account;
  • listing can be paginated and filtered by name;
  • results are sorted by name;
  • creation checks the plan limit before saving;
  • creation and deletion update the account’s units counter;
  • deletion is refused if the unit is used by products;
  • a product cannot use a unit that belongs to another account.

These rules do not depend on browser validation.

The unit is selected when creating or editing a product in Products.

In the product form, the unit list is loaded from the current account catalog. The backend checks the unit again on save, so a product cannot be created or updated with an invalid unit or with a unit from another account.

For simple products, the unit belongs to that product.

For products with variants, the unit is set on the parent product. Child variants use the parent unit and do not have a separate unit edit field.

In the product list, the unit can be used for filtering. There is also an option to filter products without a unit.

In Import products, the unit is a required field in mapping.

During import processing, Putaway WMS searches for the unit by name in the current account. If the unit does not exist, the import can create it automatically, together with the product, within the plan limit.

During mapping, Putaway WMS recognizes column names such as:

  • unit;
  • unit_name;
  • unitname;
  • um;
  • unitate;
  • unitatemasura;
  • measuring_unit;
  • measuringunitname.

For simple products or parent products, the unit value must exist on the row. For a child product imported through Parent SKU, the unit can be missing on the child row because the unit is inherited through the parent product.

The import normalizes repeated spaces in the unit name and searches for the unit case-insensitively. If it finds the unit, it reuses it. If it does not find it, it creates it and increases the account’s units counter.

For clean imports:

  • use the same names as in the catalog;
  • normalize spelling before import;
  • avoid mixed values like pcs, Piece, and buc for the same quantity type;
  • check imports completed with issues before running the file again.

MerchantPro and Gomag integrations can work with units during catalog synchronization.

In these flows, Putaway WMS can:

  • import external units as mapping items;
  • display external units as unmapped, mapped, created, or ignored;
  • link an external unit to an existing WMS unit;
  • create missing WMS units when applying the mapping, within the plan limit;
  • use the resulting unit on products imported into WMS.

For MerchantPro, the flow is visible in MerchantPro catalog synchronization. For Gomag, units are handled similarly in catalog mapping and apply flows.

A unit can be deleted only if:

  • the user has delete permission;
  • the unit belongs to the current account;
  • the unit is not used by any product.

If the unit is used on products, Putaway WMS refuses deletion. In this case, first check the associated products and decide whether the unit remains or whether the products must be updated.

  • Unit name is required: the field was left empty.
  • A unit with this name already exists: the account already has the same unit, even if casing differs.
  • You have reached the maximum number of units allowed by the current plan: the account plan no longer allows new units.
  • The unit cannot be deleted because it is used by products: at least one product has this unit associated.
  • Selected unit of measure is invalid or does not belong to the client: the product or import sent a unit that does not exist in the current account.

Units and handling units are not the same thing.

ConceptRole
UnitDescribes how a product quantity is expressed, for example pcs, set, or kg.
Handling unitRepresents a physical or logistic object, for example box, pallet, or container.

Example: a product can have pcs as its unit, and during receiving it can be placed in a box or on a pallet as a handling unit.

  • Keep names short and clear.
  • Use the same name in products, imports, and internal procedures.
  • Do not create duplicates, for example pcs, piece, and Piece for the same purpose, unless there is a clear internal rule.
  • If the operational name must be changed, create the correct unit and move the products to it before deleting the old unit.
  • Do not change a product unit without checking the associated documents, stock, and reports.
  • Do not use ambiguous units like unit, misc, or product.
  • Do not use the unit to describe boxes, pallets, or containers that are physically tracked.
  • Define the convention before large imports to avoid manual corrections after processing.