Discussion

Difference between revisions of "Item Master"

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<div style="text-align: center;">
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[[Maintenance]] | [[Item Master]] | [[Item Class]] | [[Item Type]] | [[Brand]] | [[Chart of Account]] | [[Unit of Measure]] | [[Tax]]
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<br />
 
==Item Master==
 
==Item Master==
 
This maintenance screen allows the users to configure and add items to be used on their transaction.
 
This maintenance screen allows the users to configure and add items to be used on their transaction.
  
 
=====Item Master Record List=====
 
=====Item Master Record List=====
−
[[File:Item Master Record List.png|center|thumb|Item Master Record List]]
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[[File:Item Master Record List.png|center|thumb|Item Master Record List]]Notes:
 +
 
 +
* Item Master is very important when using it on most of the primary modules on Oojeema mainly on [[Sales]], [[Purchase]], [[Financials]] and [[Inventory]]
  
 
=====Adding Item Master(Item Details)=====
 
=====Adding Item Master(Item Details)=====
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|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|5.Item Class
+
|5.[[Item Class]]
 
|•Item Class categorization of the item
 
|•Item Class categorization of the item
 
|•Item Class List provided on Item Class on Maintenance Module
 
|•Item Class List provided on Item Class on Maintenance Module
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|•Goods/Services/Non-Inventory
 
|•Goods/Services/Non-Inventory
 
|-
 
|-
−
|7.Item Type
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|7.[[Item Type]]
 
|•Type of the Item
 
|•Type of the Item
 
|•Item Type list provided on Item Type Maintenance Module
 
|•Item Type list provided on Item Type Maintenance Module
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|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|14.Brand
+
|14.[[Brand]]
 
|•Brand of the Item
 
|•Brand of the Item
 
|•Brand List Provided on Brand Maintenance Module
 
|•Brand List Provided on Brand Maintenance Module
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!Expected Values
 
!Expected Values
 
|-
 
|-
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|1.Base UOM
+
|1.Base [[Unit of Measure|UOM]]
 
|•Base Unit of Measure of the Item
 
|•Base Unit of Measure of the Item
 
|•UOM List provided in Unit of Measure Maintenance Module
 
|•UOM List provided in Unit of Measure Maintenance Module
 
|-
 
|-
−
|2.Selling UOM
+
|2.Selling [[Unit of Measure|UOM]]
 
|•Unit of Measure when selling the Item
 
|•Unit of Measure when selling the Item
 
|•UOM List provided in Unit of Measure Maintenance Module
 
|•UOM List provided in Unit of Measure Maintenance Module
 
|-
 
|-
−
|3.Qty(Selling UOM)
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|3.Qty(Selling [[Unit of Measure|UOM]])
 
|•Qty of Selling UOM
 
|•Qty of Selling UOM
 
|•Number
 
|•Number
 
|-
 
|-
−
|4.Purchasing UOM
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|4.Purchasing [[Unit of Measure|UOM]]
 
|•Unit of Measure when purchasing an item
 
|•Unit of Measure when purchasing an item
 
|•UOM List provided in Unit of Measure Maintenance Module
 
|•UOM List provided in Unit of Measure Maintenance Module
 
|-
 
|-
−
|5.Qty(Purchasing UOM)
+
|5.Qty(Purchasing [[Unit of Measure|UOM]])
 
|•Qty of Purchasing UOM
 
|•Qty of Purchasing UOM
 
|•Number
 
|•Number
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|6. Revenue Type
 
|6. Revenue Type
 
|•Tax Revenue type of the item
 
|•Tax Revenue type of the item
−
|•Tax Type List under Tax Maintenance Module
+
|•Tax Type List under Chart of Accounts Module
 
|-
 
|-
 
|7. Expense Type
 
|7. Expense Type
 
|•Tax Expense Type of the item
 
|•Tax Expense Type of the item
−
|•Tax Type List under Tax Maintenance Module
+
|•Tax Type List under Chart of Accounts Module
 
|}Notes:
 
|}Notes:
  
−
*The following modules are required when creating and editing an Item. The record's status must be "ACTIVE" in order to use it on the Item master Module.
+
*The following modules are required when creating and editing an Item. The record's status must be '''ACTIVE''' in order to use it on the Item master Module.
−
**Item Class
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**[[Item Class]]
−
**Item Type
+
**[[Item Type]]
−
*If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory.
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* Unit of Measure status must be active in order to use it on Unit of Measure Tab in Item Master Module.
 +
** The status can be seen in [[Unit of Measure]] Maintenance Module
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* Accounts to be used under Accounting Details must be '''ACTIVE''' when creating or editing an Item in Item Master.
 +
** The status can be seen in [[Chart of Account]] Maintenance Module
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* The items should be '''ACTIVE''' when using it as an Replacement Item.
 +
* Brands should be '''ACTIVE''' when creating an Item Master Record.
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** The status can be seen in [[Brand]] Maintenance Module.
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*If the item is declared as serialized. The serial number registration can be done on [[Inventory Adjustment]] Module under [[Inventory]].
 +
*For detailed instructions on how to Create an Item Master record, the user may visit Item Master Aids which can be found [[Item Master Aids|here]]
  
−
===== Editing Item Master (Item Details) =====
+
=====Editing Item Master (Item Details)=====
 
[[File:Editing Item Master(Item Details).png|center|thumb|1054x1054px|Editing Item Master(Item Details)]]
 
[[File:Editing Item Master(Item Details).png|center|thumb|1054x1054px|Editing Item Master(Item Details)]]
 
{| class="wikitable"
 
{| class="wikitable"
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|•Item to Be replaced on Replacement Part
 
|•Item to Be replaced on Replacement Part
 
|•Item List Provided from the Item Master Maintenance Module
 
|•Item List Provided from the Item Master Maintenance Module
−
|}
+
|}<br />
−
 
+
=====Editing Item Master (Unit of Measure)=====
−
Notes:
 
−
 
 
−
*The following modules are required when creating and editing an Item. The record's status must be "ACTIVE" in order to use it on the Item master Module.
 
−
**Item Class
 
−
**Item Type
 
−
*If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory.
 
−
 
 
−
===== Editing Item Master (Unit of Measure) =====
 
 
[[File:Editing Item Master(Unit of Measure).png|center|thumb|869x869px|Editing Item Master(Unit of Measure)]]
 
[[File:Editing Item Master(Unit of Measure).png|center|thumb|869x869px|Editing Item Master(Unit of Measure)]]
 
{| class="wikitable"
 
{| class="wikitable"
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|•Tax Expense Type of the item
 
|•Tax Expense Type of the item
 
|•Tax Type List under Tax Maintenance Module
 
|•Tax Type List under Tax Maintenance Module
−
|}
+
|}Notes:
 +
 
 +
*The following modules are required when creating and editing an Item. The record's status must be '''ACTIVE''' in order to use it on the Item master Module.
 +
**[[Item Class]]
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**[[Item Type]]
 +
 
 +
* Unit of Measure status must be active in order to use it on Unit of Measure Tab in Item Master Module.
 +
** The status can be seen in [[Unit of Measure]] Maintenance Module
 +
* Accounts to be used under Accounting Details must be '''ACTIVE''' when creating or editing an Item in Item Master.
 +
** The status can be seen in [[Chart of Account]] Maintenance Module
 +
* The items should be '''ACTIVE''' when using it as an Replacement Item.
 +
* Brands should be '''ACTIVE''' when creating an Item Master Record.
 +
** The status can be seen in [[Brand]] Maintenance Module.
 +
*If the item is declared as serialized. The serial number registration can be done on [[Inventory Adjustment]] Module under [[Inventory]].
 +
*For detailed instructions on how to edit an Item Master record, the user may visit Item Master Aids which can be found [[Item Master Aids|here]]
  
 
=====Item Master Option=====
 
=====Item Master Option=====
−
[[File:Item Master Option.png|center|thumb|Item Master Option]]
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[[File:Item Master Option.png|center|thumb|Item Master Option]]Notes:
 +
 
 +
* For detailed instructions on how to Export and Import an Item Master record, the user may visit Item Master Aids which can be found [[Item Master Aids|here]]
  
 
=====Item Master Importing Option=====
 
=====Item Master Importing Option=====
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[[File:Item Master Importing Option.png|center|thumb|Item Master Importing Option]]
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[[File:Item Master Importing Option.png|center|thumb|Item Master Importing Option]]Notes:
 +
 
 +
* For detailed instructions on how to edit an Item Master record, the user may visit Item Master Aids which can be found [[Item Master Aids|here]]
  
 
=====Item Master Record Option=====
 
=====Item Master Record Option=====
−
[[File:Item Master Record Option.png|center|thumb|Item Master Record Option]]
+
[[File:Item Master Record Option.png|center|thumb|Item Master Record Option]]Notes:
 +
 
 +
* For detailed instructions on how to View, Edit, Activate/Deactivate and Delete an Item Master record, the user may visit Item Master Aids which can be found [[Item Master Aids|here]]
  
 
=====Item Master View Record=====
 
=====Item Master View Record=====
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*<span style="color: rgb(51, 51, 51)">The user can edit the details while viewing the record.</span>
 
*<span style="color: rgb(51, 51, 51)">The user can edit the details while viewing the record.</span>
 +
*For detailed instructions on how to edit an Item Master record, the user may visit Item Master Aids which can be found [[Item Master Aids|here]]
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 +
<br />
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Tax]]
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|-
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|Sales
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Purchase
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|[[Purchase]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|-
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|Inventory
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|[[Inventory]]<nowiki> | </nowiki>[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Sales Return]]<nowiki> | </nowiki>[[Stock Transfer]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Item Master Aids]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Item Type Aids]]<nowiki> | </nowiki>[[Brand Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Tax Aids]]
 +
|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|-
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|Purchase Aids
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|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
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|-
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|Inventory Aids
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|[[Inventory Adjustment Aids]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]<nowiki> | </nowiki>[[Stock Transfer Aids]]
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|-
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|Others
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|[[Sales Process]]<nowiki> | </nowiki>[[Budget Process]]
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|}<br />

Revision as of 11:46, 27 January 2021

Maintenance | Item Master | Item Class | Item Type | Brand | Chart of Account | Unit of Measure | Tax

Item Master

This maintenance screen allows the users to configure and add items to be used on their transaction.

Item Master Record List
File:Item Master Record List.png
Item Master Record List
Notes:
Adding Item Master(Item Details)
File:Adding Item Master(Item Details).png
Adding Item Master(Item Details)


Field Description Expected Values
1.Item Code •Reference Code of Item •Alphanumeric
2.Item Name •Name of the Item •Alphanumeric
3.Barcode •Barcode of the Item •Alphanumeric
4.Item Description •Description of the Item •Alphanumeric
5.Item Class •Item Class categorization of the item •Item Class List provided on Item Class on Maintenance Module
6.Item Group •Item Group categorization of the Item •Goods/Services/Non-Inventory
7.Item Type •Type of the Item •Item Type list provided on Item Type Maintenance Module
8.Weight •Weight of the Item •Number
9.Weight Type •Weight Type of the Item •Weight Type Selection List
10.Bundle •Classification if the item is a bundle type •Tick/Untick
11.Serial Number •Serial Number of the Item •Alphanumeric
12.Engine Number •Engine Number of the item •Alphanumeric
13.Chasis Number •Chasis Number of the Item •Alphanumeric
14.Brand •Brand of the Item •Brand List Provided on Brand Maintenance Module
15.Replacement Part •Classification if the item is a Replacement Part •Tick/Untick
16.Replacement Item •Item to Be replaced on Replacement Part •Item List Provided from the Item Master Maintenance Module
Adding Item Master(Unit of Measure)
File:Adding Item Master(Unit of Measure).png
Adding Item Master(Unit of Measure)
Field Description Expected Values
1.Base UOM •Base Unit of Measure of the Item •UOM List provided in Unit of Measure Maintenance Module
2.Selling UOM •Unit of Measure when selling the Item •UOM List provided in Unit of Measure Maintenance Module
3.Qty(Selling UOM) •Qty of Selling UOM •Number
4.Purchasing UOM •Unit of Measure when purchasing an item •UOM List provided in Unit of Measure Maintenance Module
5.Qty(Purchasing UOM) •Qty of Purchasing UOM •Number
Adding Item Master(Accounting Details)
File:Adding Item Master(Accounting Details).png
Adding Item Master(Accounting Details)
Field Description Expected Values
1. Debit Account(Sales) •Debit Account on Sales Details •Account List under Chart of Accounts
2. Credit Account(Sales) •Credit Account on Sales Details •Account List under Chart of Accounts
3. Debit Account(Purchase) •Debit Account on Purchase Details •Account List under Chart of Accounts
4. Credit Account(Purchase) •Credit Account on Purchase Details •Account List under Chart of Accounts
5. Inventory Account •Inventory Account of the item •Account List under Chart of Accounts
6. Revenue Type •Tax Revenue type of the item •Tax Type List under Chart of Accounts Module
7. Expense Type •Tax Expense Type of the item •Tax Type List under Chart of Accounts Module
Notes:
  • The following modules are required when creating and editing an Item. The record's status must be ACTIVE in order to use it on the Item master Module.
  • Unit of Measure status must be active in order to use it on Unit of Measure Tab in Item Master Module.
  • Accounts to be used under Accounting Details must be ACTIVE when creating or editing an Item in Item Master.
  • The items should be ACTIVE when using it as an Replacement Item.
  • Brands should be ACTIVE when creating an Item Master Record.
    • The status can be seen in Brand Maintenance Module.
  • If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory.
  • For detailed instructions on how to Create an Item Master record, the user may visit Item Master Aids which can be found here
Editing Item Master (Item Details)
File:Editing Item Master(Item Details).png
Editing Item Master(Item Details)
Field Description Expected Values
1.Item Name •Name of the Item •Alphanumeric
2.Barcode •Barcode of the Item •Alphanumeric
3.Item Description •Description of the Item •Alphanumeric
4.Item Class •Item Class categorization of the item •Item Class List provided on Item Class on Maintenance Module
5.Item Group •Item Group categorization of the Item •Goods/Services/Non-Inventory
6.Item Type •Type of the Item •Item Type list provided on Item Type Maintenance Module
7.Weight •Weight of the Item •Number
8.Weight Type •Weight Type of the Item •Weight Type Selection List
9.Bundle •Classification if the item is a bundle type •Tick/Untick
10.Serial Number •Serial Number of the Item •Alphanumeric
11.Engine Number •Engine Number of the item •Alphanumeric
12.Chasis Number •Chasis Number of the Item •Alphanumeric
13.Brand •Brand of the Item •Brand List Provided on Brand Maintenance Module
14.Replacement Part •Classification if the item is a Replacement Part •Tick/Untick
15.Replacement Item •Item to Be replaced on Replacement Part •Item List Provided from the Item Master Maintenance Module

Editing Item Master (Unit of Measure)
File:Editing Item Master(Unit of Measure).png
Editing Item Master(Unit of Measure)
Field Description Expected Values
1.Base UOM •Base Unit of Measure of the Item •UOM List provided in Unit of Measure Maintenance Module
2.Selling UOM •Unit of Measure when selling the Item •UOM List provided in Unit of Measure Maintenance Module
3.Qty(Selling UOM) •Qty of Selling UOM •Number
4.Purchasing UOM •Unit of Measure when purchasing an item •UOM List provided in Unit of Measure Maintenance Module
5.Qty(Purchasing UOM) •Qty of Purchasing UOM •Number
Editing Item Master (Accounting Details)
File:Editing Item Master(Accounting Details).png
Editing Item Master(Accounting Details)
Field Description Expected Values
1. Debit Account(Sales) •Debit Account on Sales Details •Account List under Chart of Accounts
2. Credit Account(Sales) •Credit Account on Sales Details •Account List under Chart of Accounts
3. Debit Account(Purchase) •Debit Account on Purchase Details •Account List under Chart of Accounts
4. Credit Account(Purchase) •Credit Account on Purchase Details •Account List under Chart of Accounts
5. Inventory Account •Inventory Account of the item •Account List under Chart of Accounts
6. Revenue Type •Tax Revenue type of the item •Tax Type List under Tax Maintenance Module
7. Expense Type •Tax Expense Type of the item •Tax Type List under Tax Maintenance Module
Notes:
  • The following modules are required when creating and editing an Item. The record's status must be ACTIVE in order to use it on the Item master Module.
  • Unit of Measure status must be active in order to use it on Unit of Measure Tab in Item Master Module.
  • Accounts to be used under Accounting Details must be ACTIVE when creating or editing an Item in Item Master.
  • The items should be ACTIVE when using it as an Replacement Item.
  • Brands should be ACTIVE when creating an Item Master Record.
    • The status can be seen in Brand Maintenance Module.
  • If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory.
  • For detailed instructions on how to edit an Item Master record, the user may visit Item Master Aids which can be found here
Item Master Option
File:Item Master Option.png
Item Master Option
Notes:
  • For detailed instructions on how to Export and Import an Item Master record, the user may visit Item Master Aids which can be found here
Item Master Importing Option
File:Item Master Importing Option.png
Item Master Importing Option
Notes:
  • For detailed instructions on how to edit an Item Master record, the user may visit Item Master Aids which can be found here
Item Master Record Option
File:Item Master Record Option.png
Item Master Record Option
Notes:
  • For detailed instructions on how to View, Edit, Activate/Deactivate and Delete an Item Master record, the user may visit Item Master Aids which can be found here
Item Master View Record
File:Item Master View Record.png
Item Master View Record


Notes:

  • The user can edit the details while viewing the record.
  • For detailed instructions on how to edit an Item Master record, the user may visit Item Master Aids which can be found here


Categories:
Modules
Maintenance Maintenance | Item Master | Item Class | Item Type | Brand | Chart of Account | Unit of Measure | Tax
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Purchase Purchase | Import Purchase Order | Purchase Order | Purchase Requisition | Purchase Receipt
Inventory Inventory | Inventory Adjustment | Inventory Inquiry | Inventory Movement | Purchase Return | Sales Return | Stock Transfer
Job Aid Modules
Maintenance Aids Item Master Aids | Item Class Aids | Item Type Aids | Brand Aids | Chart of Accounts Aids | Unit of Measure Aids | Tax Aids
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids
Purchase Aids Import Purchase Order Aid | Purchase Order Aid | Purchase Requisition Aid | Purchase Receipt Aid
Inventory Aids Inventory Adjustment Aids | Inventory Inquiry Aids | Inventory Movement Aids | Purchase Return Aids | Sales Return Aids | Stock Transfer Aids
Others Sales Process | Budget Process

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