How to add a unit to a certificate
If you want to assign units to certificates, there are three different ways of doing that. Keep reading this article to learn more.
Option 1: General tab
Step 1: Double-click the certificate line corresponding to the item you want to make changes to.
Step 2: Go to the fourth tab, General, and you’ll find the option to select one or more units related to the certificate.
Step 3: Save your changes.
Option 2: Bulk unit assignment
Step 1: Select the checkboxes corresponding to the line items you want to assign the unit(s) to.
Step 2: Choose between the available units in the dropdown menu. It's important to remember that, by assigning a new unit, you will overwrite previous assigned units.
Step 3: Save your changes.
Option 3: Individual unit assignment
Step 1: Hover your mouse over the line item you want to assign unit(s) to and, on the column Unit, click on "Assign units."
Step 2: Select the unit(s) you want to assign to the line item.
Step 3: Save your changes.
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