FAQ: How can I add units to my products?


By default the articles in Teamleader Focus do not have fixed units like 'per meter' or 'per piece'. Fortunately, you can add this yourself.

  1. Go to Settings > Products > Price units and set the different price units you wish to use for your articles.
  2. From then on you will see an extra field when you create a product where you can set the unit this product comes in.


Notes:

  • This option will also be visible when you create a quotation or an invoice. The set unit will be taken over automatically, but you also have the option to change it.
  • If you want to see the unit on the quotation or the invoice, you need to adapt your template via Settings > Document layout. The required shortcodes are $UNITS_HEADER$ and $UNIT$. In our Template Gallery (Variation 6 for quotations and 5 for invoices) you will find a functional variation where these shortcodes have been included already. You can use this variation or only copy-paste the table to your own template.


In case you want to find out more on how you can edit your documents, click here.


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