---
title: "Activate units of measure for items with current stock levels and completed transactions"
slug: "activate-units-of-measure-for-items-with-current-stock-levels"
updated: 2026-10-15T04:32:43Z
published: 2026-10-15T04:32:43Z
canonical: "help.servicetitan.com/activate-units-of-measure-for-items-with-current-stock-levels"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Activate units of measure for items with current stock levels and completed transactions

## Overview

Activate the unit of measure for a new item with completed transactions to maintain accurate inventory data. Convert between the different units of measure on each transaction to facilitate this process.

---

### [Activate units of measure for items with current stock levels and completed transactions Video](https://fast.wistia.net/embed/iframe/d7wpcs0nzh?web_component=true&seo=true&videoFoam=false)

#### Who uses this feature

- Inventory managers
- Applies to all business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Activate the unit of measure for an item with completed transactions

1. Go to the navigation bar and click **Pricebook**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D).
2. In the side menu, click **Materials** or **Equipment**.
3. On the screen that opens, select the item for which you want to activate the unit of measure.
4. Click **Actions**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-wfgztk2w.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)and select **View/Edit Material**.![A cursor selecting View/Edit Material from the dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-d279mpy4.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)
5. On the *Edit Material* screen that opens, click the **Inventory Settings** tab.
6. On the *Inventory Settings* screen that opens, click the **Unit of Measure** card.![A cursor clicking the Unit of Measure box.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-fdfg2ir0.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)
7. On the *Unit of Measure* screen that opens, click **Activate** or **Activate Unit of Measure**.![Image showing how to activate the unit of measure.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-thnumvfk.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)The *Define Base Unit of Measurement* card opens.
8. In the **Existing Unit of Measure** field, enter the initial unit of measure for the selected item and click **Next**.![Cursor clicking Next after entering the existing unit of measure.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-8wzteh9c.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)

> [!NOTE]
> **Note:** You can set up multiple purchasing units of measurement for a single item.
9. On the *Define New Unit of Measurement* card that opens, enter the new unit of measure for the selected item and its new conversion rate:
  1. In the **Qty** field, enter the quantity of the selected item with the new unit of measure.
  2. In the **New Unit of Measure** field, enter the new unit of measure.![Image showing how to define a new unit of measure.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-j9egztx7.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)
10. When finished, click **Next**.
11. Review the changes and click **Convert Item**.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-cy8fiail.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)
12. From the **Business Unit** dropdown field, select the business unit to which the unit cost is assigned and click **Complete Conversion**.
13. On the *Old Batch Export* card that opens, click **Export**.![A cursor clicking Export on the Old Batch Export section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-05hmr2eo.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)The *Accounting Batch/Export Transactions* screen opens in a new tab.

To complete the item conversion process for items with completed transactions, update the data in the accounting platform. For more, see the *Update data in the accounting platform* section below.

## Convert unit of measure on items in your accounting software

In order for your accounting software to properly sync with your ServiceTitan account, the units of measure must match between both platforms. The old item must be removed from the existing stock and completed transactions in your accounting software and replaced with the new item. This can be achieved by exporting batches.

1. Go to the navigation bar and click **Accounting**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D).
2. On the *Batch/Export Transactions* screen that opens, click the **batch** dropdown and then select **Post the selected batch** to remove the old stock from the accounting platform.![A cursor selecting Post the selected batch to remove the old stock from the accounting platform.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-z69oqsdc.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)

> [!NOTE]
> **Note:** The batch containing the old stock has the **DNU** label on the batch name.
3. Click the **batch** dropdown, and select **Bypass Export**.

> [!NOTE]
> **Note:** Export these transactions along with the inventory information when exporting to the accounting platform. This allows you to remove the existing item and add a new item.

![A cursor selecting Bypass Export from the batch dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-xsnp1dp1.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)When you select *Bypass Export*, the batch is bypassed and the accounting platform will not be updated.
4. Go back to the *Unit of Measure Setup* screen.
5. On the *Old Batch Export* card, click **Next**.![A cursor clicking Next in the Old Batch Export section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-wxyxiiwz.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)
6. On the *New Batch Export* card that opens, click **Export**.![A cursor clicking Export in the New Batch Export section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-ysza77xv.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)
7. The *Accounting Batch/Export Transactions* screen opens in a new tab. It shows a new transfer with the new unit of measure.
8. Click the batch dropdown, and select **Post the selected batch**. Click **Yes** to confirm.![A cursor selecting Post the selected batch from the batch dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-58z2js5w.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)
9. Click the **batch** dropdown again, and select **Bypass Export**.![A cursor selecting Bypass export from the batch dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-13grfgwy.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)

> [!NOTE]
> **Note:** Export these transactions along with the inventory information when exporting to the accounting platform. This allows you to remove the existing item and add a new item.
10. Go back to the *Unit of Measure Setup* screen.
11. In the *New Batch Export* card, click **Next** and then click **Complete**.![A cursor clicking Next in the New Batch Export section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-units-of-measure-for-items-with-current-stock-levels-and-completed-transactions-image-yq1aicgc.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A53Z&se=2026-11-01T21%3A57%3A53Z&sr=c&sp=r&sig=8tuV%2Bn6jN6ccWz0ytY7ydIkuQ1f9JvWHrbx4ous5cbQ%3D)The new unit of measure is ready to use.

> [!NOTE]
> **Note:** If you don't complete the export process, you can't use that item with the new unit of measure in transactions. An error message appears, warning you to complete the process of conversion.

## Want to learn more?

- See [Activate unit of measure for new items](/roofing/docs/activate-the-unit-of-measure-for-new-items)
- See [Activate unit of measure for the items with pending transactions](/roofing/docs/activate-the-unit-of-measure-for-items-with-pending-transactions)

A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)