Item

 Index

  1. Mandatory Fields 
  2. Optional Fields                                                   
  3. Customisation
  4. Use Cases
  5. Import
  6. Export
  7. Permission

Mandatory Fields

To Create an Item  following fields needs to be filled

#Field NameDescription
1Item NameType the Item Name to be created
2Item GroupSelect the Item Group under which the Item to be created
3Base UnitSelect the Base Unit to measure the Item created

Optional Fields

To Create an Item Master following fields needs to be filled

#Field NameDescription
1Item CodeInternal company code of the Item
2Excise NameType the Name as used for Excise Reports
3Item BarcodeType the Barcode Number of the Item
4Item MarkAdditional code of the item that you wish to save
5Excise NoType the Number of the Item as per Excise Rules
6Batch EnableSelect Yes/NO to enable Batch
7BOM Required Select Yes/No incase Item is subject to Bill of Material
8Allow Negative StockSelecting No will not allow you to sell / consume the item beyond the available quantity
9Effect In stockSelect Yes to make the Item effective in Stock Reports

Customisation

 Create an Item 

  1.  Navigate to Masters, Inventory,Item  and Create. 
  2. Fill in the Mandatory Fields and Click on Save.

Edit an Item 

  1. Navigate to Masters, Inventory,Item  and Edit.
  2. Select an Item and Click on Edit.
  3. Type the  Item in the given Field of Quick Search.
  4. Select the Item to be edited from the list filtered from the Search.
  5. Go to the extreme right of the Screen and click on the edit icon to open the edit screen.
  6. Edit the fields needed to and Click on Save.

 Delete an Item 

  1. Navigate to Masters, Inventory,Item and Delete.
  2. Type the Item Group to be deleted in the given Field of Quick Search.
  3. Select the Item  to be deleted from the list filtered from the Search.
  4. Go to the extreme right of the Screen and click on the delete icon.
  5. Click on Ok to Delete the Unit.

 Search/View an Item    

  1. Navigate to Masters, Inventory,Item  and an View.
  2. A List of Item with those characters shall filter and list .
  3. Go to the extreme right of the Screen and click on the view icon to open the view screen.

Use Cases

Alumunium

  1.  Type the Item Name as Alumunium and Select Item Group as Raw Material.
  2. Select the Base unit as Kilogram and Save.

Import 

NEED CLARITY

Export

An Item Master List can easily be exported to an excel sheet.

  1. Navigate to edit option
  2. Type all in the search field and click on search
  3. Click on options and select Either  Excel Format (Group Details) or just Excel Format.

Permissions

One thought on “Item

  1. Pingback: Masters – Help Centre

Comments are closed.