๐Ÿ“˜ Step-by-Step Tutorial

Master Type / Unit

Create and manage room types, areas, and unit classes

Module: Settings - Master Data
Difficulty: Beginner
2 min
5 steps

Overview

Create and manage room types, areas, and unit classes. Follow the steps below to complete this task.

๐Ÿ“‚ Settings - Master Data Beginner โฑ 2 min ๐Ÿ“‹ 5 steps
Navigate to Master Type / Unit
Open the page from the sidebar

In the left sidebar, expand Settings then Master Data then click Master Type / Unit. The page lists all existing unit types with name, unit count, system tag, and action buttons.

Screenshot 01-overview.webp
https://client.smartiv.tv/settings/master-data/master-unit
Full Master Type page showing the list of existing unit types.
Full Master Type page showing the list of existing unit types.
Screenshot 02-header-zoom.webp
https://client.smartiv.tv/settings/master-data/master-unit
Page header with title, description, and the "Add New Profile" button.
Page header with title, description, and the "Add New Profile" button.
โ„น๏ธ
NoteDirect URL: /settings/master-data/master-unit
Understand the Table
Learn what each column means

The table has four columns. Unit Type Name is the display name. Unit is the number of physical units linked to this type. Tag is the auto-generated system identifier (e.g. #unit_type_suite). Action contains the Units, Edit, and Delete buttons.

Screenshot 03-table-zoom.webp
https://client.smartiv.tv/settings/master-data/master-unit
Table columns: Unit Type Name, Unit count, auto-generated Tag, and Action buttons.
Table columns: Unit Type Name, Unit count, auto-generated Tag, and Action buttons.
๐Ÿ’ก
TipUse the Search bar at the top of the table to quickly find a type by name.
Click "Add New Profile"
Open the creation form

Click the dark blue Add New Profile button in the top-right corner of the page. The Master Type Add modal dialog will appear with two fields to fill in.

Screenshot 04-add-new-btn.webp
https://client.smartiv.tv/settings/master-data/master-unit
The "Add New Profile" button in the top-right corner.
The "Add New Profile" button in the top-right corner.
Screenshot 05-modal-empty.webp
https://client.smartiv.tv/settings/master-data/master-unit
The Master Type Add modal with empty Unit Type Name and Description fields.
The Master Type Add modal with empty Unit Type Name and Description fields.
Fill In the Form
Enter name and optional description

Click the Unit Type Name field and enter a name (e.g. Suite). This field is required. Optionally click the Description text area and enter a short explanation of this unit type.

Screenshot 07-modal-filled.webp
https://client.smartiv.tv/settings/master-data/master-unit
Form filled with Unit Type Name "Suite" and a description.
Form filled with Unit Type Name "Suite" and a description.
Screenshot 08-modal-filled-zoom.webp
https://client.smartiv.tv/settings/master-data/master-unit
Close-up of the filled form ready to save.
Close-up of the filled form ready to save.
โš ๏ธ
ImportantThe Unit Type Name field is mandatory. The form cannot be saved without it.
Save and Confirm
Submit the form to create the new type

Click the dark blue Save button. The modal closes automatically and a green Successfully saved data toast appears. The new type is added to the top of the list with Unit count 0 and an auto-generated tag.

Screenshot 10-success-result.webp
https://client.smartiv.tv/settings/master-data/master-unit
Success toast notification after clicking Save.
Success toast notification after clicking Save.
Screenshot 11-success-zoom.webp
https://client.smartiv.tv/settings/master-data/master-unit
The new "Suite" entry appears at the top of the list with tag #unit_type_suite.
The new "Suite" entry appears at the top of the list with tag #unit_type_suite.
๐Ÿ’ก
TipTo cancel without saving, click the Close button or press Escape.