Editing Units and Conversions

After you create an item, you might need to update a unit name, change a conversion factor, or add a new size. Here's how to make those changes — and one important thing to watch out for.

How to Get There

Open any item from Buy > Items or Sell > Catalog, then edit the variant on the item detail page.

Editing a Buy or Sell Variant

To change the unit name or conversion factor on an existing variant:

1. Go to the item's detail page.
2. Click on the buy or sell variant you want to edit.
3. Update the unit name, conversion factor, or both.
4. Save your changes.

The update applies to future orders only — existing purchase orders and sales orders keep their original values.

Example: Your hot sauce supplier switched from 24-count cases to 30-count cases. Open the buy variant, change the conversion from 24 to 30, and save. Your next PO will use the new case size.

Adding a New Variant

You can add buy or sell variants to any existing item:

1. Go to Buy > Items or Sell > Catalog.
2. Click the dropdown arrow next to + New Item.
3. Select New Variant.
4. Choose the parent item and enter the new unit name and conversion ratio.

Example: You sell honey in 12-oz jars but want to start offering a 32-oz bottle too. Add a new sell variant — both sizes share the same inventory pool.

Archiving a Variant

If you stop buying or selling a particular size, you can archive the variant. Historical records (purchase orders, sales orders, receives) are preserved — the variant just stops appearing in new orders.

Changing the Inventory (Base) Unit

Caution: The inventory unit is the foundation all your conversions are built on. Changing it does not automatically convert your existing quantities — the number stays the same, but its meaning changes. If you have 50 "lbs" and change the unit to "kg," Peasy will show 50 kg — not the converted amount.

If your item has no inventory history yet, changing the base unit is safe — just update it on the item detail page.

If your item already has inventory history, it's best to create a new item with the correct base unit and adjust your inventory over. This avoids mismatched records and keeps your history clean.

Good to Know

• Edits don't rewrite history. Changing a unit or conversion only affects future orders. Past POs, SOs, and receives keep their original values.
• You can have multiple buy and sell variants. Buy flour in 50-lb bags and 5-lb bags from different suppliers — both draw from the same inventory pool.
• Archiving is reversible. Archived variants can be restored if you need them again.

Related

• Understanding Items and Units — How items, variants, and conversions work
• Understanding Item Types — Buy variants, sell variants, and finished goods explained
• Counting Inventory — Counting stock in different units