Difference between revisions of "Item Master"

 
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<div style="text-align: center;">
 
<div style="text-align: center;">
[[Maintenance]] | [[Item Master Aids]] | [[Item Class]] | [[Item Type]] | [[Brand]] | [[Chart of Account]] | [[Unit of Measure]] | [[Tax]]<br />
+
[[Maintenance]] | [[Item Class]] | [[Item Type]] | [[Brand]] | [[Chart of Account]] | [[Unit of Measure]] | [[Tax]] | [[Sales Reports]]<br />
 
</div>
 
</div>
 
==Item Master==
 
==Item Master==
Line 12: Line 12:
 
*#[[Item Type]]
 
*#[[Item Type]]
 
*#[[Unit of Measure]]
 
*#[[Unit of Measure]]
*For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
 
*#[[Brand Aids]]
 
*#[[Chart of Accounts Aids]]
 
*#[[Item Class Aids]]
 
*#[[Item Type Aids]]
 
*#[[Unit of Measure Aids]]
 
  
 
=====Item Master Record List=====
 
=====Item Master Record List=====
[[File:Item Master Record List.png|center|thumb|Item Master Record List]]Notes:
+
[[File:Maintenance - Item Master - Record List.png|border|center|1501x1501px]]
 +
 
 +
 
 +
Notes:
  
 
*Item Master is very important when using it on most of the primary modules on Oojeema mainly on [[Sales]], [[Purchase]], [[Financials]] and [[Inventory]]
 
*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=====
[[File:Adding Item Master(Item Details).png|center|thumb|1051x1051px|Adding Item Master(Item Details)]]
+
 
 +
#Go to Maintenance then click [[Item Master]]
 +
#Click '''Add Item Master''' Button
 +
#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
 +
 
 +
[[File:Maintenance - Item Master - Add.png|border|center|1912x1912px]]
 
<br />
 
<br />
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
!Field
+
! colspan="6" |'''Item Details'''
!Description
+
|-
!Expected Values
+
!'''Field'''
 +
!'''Description'''
 +
! style="vertical-align:middle;text-align:center;" |'''Allowed Inputs'''
 +
! style="vertical-align:middle;text-align:center;" |'''Restricted Inputs'''
 +
! style="vertical-align:middle;text-align:center;" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" |'''Required Field'''
 
|-
 
|-
 
|1.Item Code
 
|1.Item Code
|•Reference Code of Item
+
|•Reference Code of an Item
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned in allowed inputs
 +
| style="vertical-align:middle;text-align:center;" |25
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
 +
|2.Barcode
 +
|•Barcode of the Item
 +
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |Special Characters
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
|2.Item Name
+
|3.Item Name
 
|•Name of the Item
 
|•Name of the Item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
|-
+
 
|3.Barcode
+
<nowiki>*</nowiki>Special Characters
|•Barcode of the Item
+
| style="vertical-align:middle;text-align:center;" |None
|•Alphanumeric
+
| style="vertical-align:middle;text-align:center;" |30
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|4.Item Description
 
|4.Item Description
 
|•Description of the Item
 
|•Description of the Item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |250
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|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
+
| style="vertical-align:middle;text-align:left;" |•Item Class List provided on Item Class on Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|6.Item Group
 
|6.Item Group
 
|•Item Group categorization of the Item
 
|•Item Group categorization of the Item
|•Goods/Services/Non-Inventory
+
| style="vertical-align:middle;text-align:left;" |*Goods
 +
 
 +
<nowiki>*</nowiki>Services
 +
 
 +
<nowiki>*</nowiki>Non-Inventory
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|7.[[Item Type]]
 
|7.[[Item Type]]
 
|•Type of the Item
 
|•Type of the Item
|•Item Type list provided on Item Type Maintenance Module
+
| style="vertical-align:middle;text-align:left;" |*Item Type list provided on Item Type Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|8.Weight
 
|8.Weight
 
|•Weight of the Item
 
|•Weight of the Item
|•Number
+
| style="vertical-align:middle;text-align:left;" |*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |5
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|9.Weight Type
 
|9.Weight Type
 
|•Weight Type of the Item
 
|•Weight Type of the Item
|•Weight Type Selection List
+
| style="vertical-align:middle;text-align:left;" |*Unit of Measure List with Unit Type as Weight from Unit of Measure Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |*Any inputs not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|10.Bundle
 
|10.Bundle
 
|•Classification if the item is a bundle type
 
|•Classification if the item is a bundle type
|•Tick/Untick
+
| style="vertical-align:middle;text-align:left;" |*Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" |*Engine, Serial and Chassis number will be unavailable if ticked
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|11.Serial Number
 
|11.Serial Number
 
|•Serial Number of the Item
 
|•Serial Number of the Item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" |*Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" |*If Bundle input is ticked then Serial number will be restricted
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|12.Engine Number
 
|12.Engine Number
 
|•Engine Number of the item
 
|•Engine Number of the item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" |*Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" |*If Bundle input is ticked then Engine number will be restricted
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|13.Chasis Number
 
|13.Chasis Number
 
|•Chasis Number of the Item
 
|•Chasis Number of the Item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" |*Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" |*If Bundle input is ticked then Chassis number will be restricted
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|14.[[Brand]]
 
|14.[[Brand]]
 
|•Brand of the Item
 
|•Brand of the Item
|•Brand List Provided on Brand Maintenance Module
+
| style="vertical-align:middle;text-align:left;" |*Brand List Provided on Brand Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
|15.Replacement Part
+
! colspan="6" |'''Unit of Measure'''
|•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|center|thumb|864x864px|Adding Item Master(Unit of Measure)]]
 
{| class="wikitable"
 
!Field
 
!Description
 
!Expected Values
 
 
|-
 
|-
 
|1.Base [[Unit of Measure|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
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Selling [[Unit of Measure|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
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Qty(Selling [[Unit of Measure|UOM]])
 
|3.Qty(Selling [[Unit of Measure|UOM]])
 
|•Qty of Selling UOM
 
|•Qty of Selling UOM
 
|•Number
 
|•Number
 +
| style="vertical-align:middle;text-align:center;" |Any inputs aside numeric
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|4.Purchasing [[Unit of Measure|UOM]]
 
|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
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|5.Qty(Purchasing [[Unit of Measure|UOM]])
 
|5.Qty(Purchasing [[Unit of Measure|UOM]])
 
|•Qty of Purchasing UOM
 
|•Qty of Purchasing UOM
 
|•Number
 
|•Number
|}
+
| style="vertical-align:middle;text-align:center;" |Any inputs aside numeric
 
+
| style="vertical-align:middle;text-align:center;" |20
======Adding Item Master(Accounting Details)======
+
| style="vertical-align:middle;text-align:center;" |Yes
[[File:Adding Item Master(Accounting Details).png|center|thumb|865x865px|Adding Item Master(Accounting Details)]]
+
|-
{| class="wikitable"
+
! colspan="6" |'''Accounting Details'''
!Field
 
!Description
 
!Expected Values
 
 
|-
 
|-
 
|1. Debit Account(Sales)
 
|1. Debit Account(Sales)
 
|•Debit Account on Sales Details
 
|•Debit Account on Sales Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|2. Credit Account(Sales)
 
|2. Credit Account(Sales)
 
|•Credit Account on Sales Details
 
|•Credit Account on Sales Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|3. Debit Account(Purchase)
 
|3. Debit Account(Purchase)
 
|•Debit Account on Purchase Details
 
|•Debit Account on Purchase Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|4. Credit Account(Purchase)
 
|4. Credit Account(Purchase)
 
|•Credit Account on Purchase Details
 
|•Credit Account on Purchase Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|5. Inventory Account
 
|5. Inventory Account
 
|•Inventory Account of the item
 
|•Inventory Account of the item
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|6. Revenue Type
 
|6. Revenue Type
 
|•Tax Revenue type of the item
 
|•Tax Revenue type of the item
|•Tax Type List under Chart of Accounts Module
+
|•Tax Type List under [[Tax]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|7. Expense Type
 
|7. Expense Type
 
|•Tax Expense Type of the item
 
|•Tax Expense Type of the item
|•Tax Type List under Chart of Accounts Module
+
|•Tax Type List under [[Tax]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|}Notes:
 
|}Notes:
  
Line 172: Line 247:
 
**The status can be seen in [[Brand]] Maintenance Module.
 
**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]].
 
*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)=====
+
<br />
[[File:Editing Item Master(Item Details).png|center|thumb|1054x1054px|Editing Item Master(Item Details)]]
+
=====Viewing Item Master=====
{| class="wikitable"
+
 
!Field
+
#Go to Maintenance then click [[Item Master]]
!Description
+
#Select an Item Masters that needs to View its details. Click the drop-down arrow then click View.
!Expected Values
+
#The user has an option to Edit the Item Master upon viewing
 +
 
 +
[[File:Maintenance - Item Master - View.png|border|center|1510x1510px]]
 +
<br />
 +
=====Editing Item Master=====
 +
 
 +
#Go to Maintenance then click [[Item Master]]
 +
#Select the Item Master that needs an update. Click the drop-down arrow then click '''Edit'''
 +
#Update the necessary Fields and Click '''Save'''
 +
 
 +
[[File:Maintenance - Item Master - Edit.png|border|center|2263x2263px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
! colspan="6" |'''Item Details'''
 
|-
 
|-
|1.Item Name
+
!'''Field'''
|•Name of the Item
+
!'''Description'''
|•Alphanumeric
+
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Allowed Inputs'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Restricted Inputs'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Required Field'''
 +
|-
 +
|1.Item Code
 +
|•Reference Code of an Item
 +
|N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|2.Barcode
 
|2.Barcode
 
|•Barcode of the Item
 
|•Barcode of the Item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|3.Item Name
 +
|•Name of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |30
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|3.Item Description
+
|4.Item Description
 
|•Description of the Item
 
|•Description of the Item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|4.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
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |•Item Class List provided on Item Class on Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|5.Item Group
+
|6.Item Group
 
|•Item Group categorization of the Item
 
|•Item Group categorization of the Item
|•Goods/Services/Non-Inventory
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Goods
 +
 
 +
<nowiki>*</nowiki>Services
 +
 
 +
<nowiki>*</nowiki>Non-Inventory
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|6.Item Type
+
|7.[[Item Type]]
 
|•Type of the Item
 
|•Type of the Item
|•Item Type list provided on Item Type Maintenance Module
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Item Type list provided on Item Type Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|7.Weight
+
|8.Weight
 
|•Weight of the Item
 
|•Weight of the Item
|•Number
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|8.Weight Type
+
|9.Weight Type
 
|•Weight Type of the Item
 
|•Weight Type of the Item
|•Weight Type Selection List
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Unit of Measure List with Unit Type as Weight from Unit of Measure Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Any inputs not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|9.Bundle
+
|10.Bundle
 
|•Classification if the item is a bundle type
 
|•Classification if the item is a bundle type
|•Tick/Untick
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Engine, Serial and Chassis number will be unavailable if ticked
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|10.Serial Number
+
|11.Serial Number
 
|•Serial Number of the Item
 
|•Serial Number of the Item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*If Bundle input is ticked then Serial number will be restricted
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|11.Engine Number
+
|12.Engine Number
 
|•Engine Number of the item
 
|•Engine Number of the item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*If Bundle input is ticked then Engine number will be restricted
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|12.Chasis Number
+
|13.Chasis Number
 
|•Chasis Number of the Item
 
|•Chasis Number of the Item
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Tick/Untick
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*If Bundle input is ticked then Chassis number will be restricted
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|13.Brand
+
|14.[[Brand]]
 
|•Brand of the Item
 
|•Brand of the Item
|•Brand List Provided on Brand Maintenance Module
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Brand List Provided on Brand Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|14.Replacement Part
+
! colspan="6" |'''Unit of Measure'''
|•Classification if the item is a Replacement Part
 
|•Tick/Untick
 
 
|-
 
|-
|15.Replacement Item
+
|1.Base [[Unit of Measure|UOM]]
|•Item to Be replaced on Replacement Part
 
|•Item List Provided from the Item Master Maintenance Module
 
|}<br />
 
=====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"
 
!Field
 
!Description
 
!Expected Values
 
|-
 
|1.Base 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
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|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
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|3.Qty(Selling UOM)
+
|3.Qty(Selling [[Unit of Measure|UOM]])
 
|•Qty of Selling UOM
 
|•Qty of Selling UOM
 
|•Number
 
|•Number
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs aside numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|4.Purchasing UOM
+
|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
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|5.Qty(Purchasing UOM)
+
|5.Qty(Purchasing [[Unit of Measure|UOM]])
 
|•Qty of Purchasing UOM
 
|•Qty of Purchasing UOM
 
|•Number
 
|•Number
|}
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs aside numeric
 
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
======Editing Item Master (Accounting Details)======
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
[[File:Editing Item Master(Accounting Details).png|center|thumb|868x868px|Editing Item Master(Accounting Details)]]
+
|-
 
+
! colspan="6" |'''Accounting Details'''
{| class="wikitable"
 
!Field
 
!Description
 
!Expected Values
 
 
|-
 
|-
 
|1. Debit Account(Sales)
 
|1. Debit Account(Sales)
 
|•Debit Account on Sales Details
 
|•Debit Account on Sales Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|2. Credit Account(Sales)
 
|2. Credit Account(Sales)
 
|•Credit Account on Sales Details
 
|•Credit Account on Sales Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|3. Debit Account(Purchase)
 
|3. Debit Account(Purchase)
 
|•Debit Account on Purchase Details
 
|•Debit Account on Purchase Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|4. Credit Account(Purchase)
 
|4. Credit Account(Purchase)
 
|•Credit Account on Purchase Details
 
|•Credit Account on Purchase Details
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|5. Inventory Account
 
|5. Inventory Account
 
|•Inventory Account of the item
 
|•Inventory Account of the item
|•Account List under Chart of Accounts
+
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|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 [[Tax]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|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 [[Tax]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|}Notes:
 
|}Notes:
  
Line 320: Line 483:
 
*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]]
 
*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=====
+
=====Importing and Exporting Item Master=====
[[File:Item Master Option.png|center|thumb|Item Master Option]]Notes:
+
1. Under Item Master Screen, Click Options
 +
 
 +
2. Under Options, The user may Export or Import The Record
 +
 
 +
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 +
 
 +
[[File:Maintenance - Item Master - Export.png|border|center|1501x1501px]]
 +
<br />
 +
 
 +
*When Importing the records, the user should follow the following steps provided in the Importing Item Master Screen such as
 +
**Downloading the template link provided under Step 1.
 +
**Filling up the information needed for each columns of the template
 +
**Uploading the updated Template
 +
 
 +
[[File:Maintenance - Item Master - Import.png|border|center|1502x1502px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
! colspan="6" |'''Item Details'''
 +
|-
 +
!'''Field'''
 +
!'''Description'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Allowed Inputs'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Restricted Inputs'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Required Field'''
 +
|-
 +
|1.Item Code
 +
|•Reference Code of an Item
 +
|N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
 +
|2.Barcode
 +
|•Barcode of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|3.Item Name
 +
|•Name of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
  
*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]]
+
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |30
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|4.Item Description
 +
|•Description of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|5.[[Item Class]]
 +
|•Item Class categorization of the item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |•Item Class List provided on Item Class on Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|6.Item Group
 +
|•Item Group categorization of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Goods
  
=====Item Master Importing Option=====
+
<nowiki>*</nowiki>Services
[[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]]
+
<nowiki>*</nowiki>Non-Inventory
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|7.[[Item Type]]
 +
|•Type of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Item Type list provided on Item Type Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|8.Weight
 +
|•Weight of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|9.Weight Type
 +
|•Weight Type of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Unit of Measure List with Unit Type as Weight from Unit of Measure Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Any inputs not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|10.Bundle
 +
|•Classification if the item is a bundle type
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Y
 +
<nowiki>*</nowiki>N
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Engine, Serial and Chassis number will be unavailable if Y
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|11.Serial Number
 +
|•Serial Number of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Y
 +
<nowiki>*</nowiki>N
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*If Bundle input is Y then Serial number will be N
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|12.Engine Number
 +
|•Engine Number of the item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Y
 +
<nowiki>*</nowiki>N
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*If Bundle input is Y then Engine number will be N
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|13.Chasis Number
 +
|•Chasis Number of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Y
 +
<nowiki>*</nowiki>N
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*If Bundle input is Y then Chassis number will be N
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|14.[[Brand]]
 +
|•Brand of the Item
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Brand List Provided on Brand Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
! colspan="6" |'''Unit of Measure'''
 +
|-
 +
|1.Base [[Unit of Measure|UOM]]
 +
|•Base Unit of Measure of the Item
 +
|•UOM List provided in Unit of Measure Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|2.Selling [[Unit of Measure|UOM]]
 +
|•Unit of Measure when selling the Item
 +
|•UOM List provided in Unit of Measure Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|3.Qty(Selling [[Unit of Measure|UOM]])
 +
|•Qty of Selling UOM
 +
|•Number
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs aside numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|4.Purchasing [[Unit of Measure|UOM]]
 +
|•Unit of Measure when purchasing an item
 +
|•UOM List provided in Unit of Measure Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|5.Qty(Purchasing [[Unit of Measure|UOM]])
 +
|•Qty of Purchasing UOM
 +
|•Number
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs aside numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
! colspan="6" |'''Accounting Details'''
 +
|-
 +
|1. Debit Account(Sales)
 +
|•Debit Account on Sales Details
 +
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|2. Credit Account(Sales)
 +
|•Credit Account on Sales Details
 +
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|3. Debit Account(Purchase)
 +
|•Debit Account on Purchase Details
 +
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|4. Credit Account(Purchase)
 +
|•Credit Account on Purchase Details
 +
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|5. Inventory Account
 +
|•Inventory Account of the item
 +
|•Account List under [[Chart of Account|Chart of Accounts]]
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|6. Revenue Type
 +
|•Tax Revenue type of the item
 +
|•Tax Type List under [[Tax]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|7. Expense Type
 +
|•Tax Expense Type of the item
 +
|•Tax Type List under [[Tax]] Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|}<br />
 +
 
 +
=====<span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Item Master Record</span></span></span>=====
 +
Item Master can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Item Master - Activate1.png|border|center|1501x1501px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - Item Master - Activate2.png|border|center|1501x1501px]]
 +
<br />
 +
=====<span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Item Master Record</span></span></span>=====
 +
Item Master can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Item Master - Deactivate1.png|border|center|1501x1501px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Item Master - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
  
=====Item Master Record Option=====
+
=====<span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Item Master Record</span></span></span>=====
[[File:Item Master Record Option.png|center|thumb|Item Master Record Option]]Notes:
+
Item Master can be deleted in two ways:
  
*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]]
+
*Using drop-down arrow of a record can be used in single record deletion
  
=====Item Master View Record=====
+
[[File:Maintenance - Item Master - Delete1.png|border|center|1501x1501px]]
[[File:Item Master View Record.png|center|thumb|Item Master View Record]]
+
<br />
<br />Notes:
 
  
*<span style="color: rgb(51, 51, 51)">The user can edit the details while viewing the record.</span>
+
*Using Delete Button for deleting multiple record
*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]]
 
  
 +
[[File:Maintenance - Item Master - Delete2.png|border|center|1502x1502px]]
 
<br />
 
<br />
{| class="wikitable"
+
=====Item Master Record Option=====
 +
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Item Master Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|}
 +
Notes:
 +
 
 +
*Items used in the transaction cannot be deleted in the Item Master.
 +
*The user may edit the record under view record.
 +
*Activating/Deactivating and Deleting of Records can be done in two ways.
 +
**For single records, the user may use the drop down arrow then the action that need to perform.
 +
**For multiple records, the user may tick the records then click the action button that need to perform
 +
***Click the Yes in the confirmation to proceed on the action taken.
 +
 
 +
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
! colspan="2" |'''Modules'''
+
! colspan="2" |'''Reports'''
 
|-
 
|-
 
|Maintenance
 
|Maintenance
Line 359: Line 794:
 
|[[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]]
 
|[[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]]
 
|-
 
|-
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
+
! colspan="2" |'''Modules'''
|-
 
|Maintenance Aids
 
|[[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]]
 
|-
 
|Sales Aids
 
|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
 
|-
 
|Purchase Aids
 
|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
 
 
|-
 
|-
|Inventory Aids
+
|Sales Report
|[[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]]
+
|[[Sales per Item]]<nowiki> | </nowiki>[[Sales Top Item]]<nowiki> | </nowiki>[[Sales per Stock]]<nowiki> | </nowiki>[[Sales per Warehouse]]
 
|}<br />
 
|}<br />
 +
[[Category:Maintenance]]

Latest revision as of 12:31, 20 April 2022

Item Master

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

Requirements before using Item Master
Item Master Record List
Maintenance - Item Master - Record List.png


Notes:

Adding Item Master
  1. Go to Maintenance then click Item Master
  2. Click Add Item Master Button
  3. Fill up the necessary fields. Please make sure that all tabs are filled out then click Save.
Maintenance - Item Master - Add.png


Item Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Item Code •Reference Code of an Item *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned in allowed inputs 25 Yes
2.Barcode •Barcode of the Item *Alphanumeric Special Characters 50 No
3.Item Name •Name of the Item *Alphanumeric

*Special Characters

None 30 Yes
4.Item Description •Description of the Item *Alphanumeric

*Special Characters

None 250 Yes
5.Item Class •Item Class categorization of the item •Item Class List provided on Item Class on Maintenance Module N/A N/A Yes
6.Item Group •Item Group categorization of the Item *Goods

*Services

*Non-Inventory

N/A N/A Yes
7.Item Type •Type of the Item *Item Type list provided on Item Type Maintenance Module N/A N/A Yes
8.Weight •Weight of the Item *Numeric Any inputs except numeric 5 No
9.Weight Type •Weight Type of the Item *Unit of Measure List with Unit Type as Weight from Unit of Measure Maintenance Module *Any inputs not mentioned in the allowed inputs N/A No
10.Bundle •Classification if the item is a bundle type *Tick/Untick *Engine, Serial and Chassis number will be unavailable if ticked N/A No
11.Serial Number •Serial Number of the Item *Tick/Untick *If Bundle input is ticked then Serial number will be restricted N/A No
12.Engine Number •Engine Number of the item *Tick/Untick *If Bundle input is ticked then Engine number will be restricted N/A No
13.Chasis Number •Chasis Number of the Item *Tick/Untick *If Bundle input is ticked then Chassis number will be restricted N/A No
14.Brand •Brand of the Item *Brand List Provided on Brand Maintenance Module N/A N/A No
Unit of Measure
1.Base UOM •Base Unit of Measure of the Item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
2.Selling UOM •Unit of Measure when selling the Item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
3.Qty(Selling UOM) •Qty of Selling UOM •Number Any inputs aside numeric 20 Yes
4.Purchasing UOM •Unit of Measure when purchasing an item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
5.Qty(Purchasing UOM) •Qty of Purchasing UOM •Number Any inputs aside numeric 20 Yes
Accounting Details
1. Debit Account(Sales) •Debit Account on Sales Details •Account List under Chart of Accounts N/A N/A No
2. Credit Account(Sales) •Credit Account on Sales Details •Account List under Chart of Accounts N/A N/A No
3. Debit Account(Purchase) •Debit Account on Purchase Details •Account List under Chart of Accounts N/A N/A No
4. Credit Account(Purchase) •Credit Account on Purchase Details •Account List under Chart of Accounts N/A N/A No
5. Inventory Account •Inventory Account of the item •Account List under Chart of Accounts N/A N/A No
6. Revenue Type •Tax Revenue type of the item •Tax Type List under Tax Maintenance Module N/A N/A No
7. Expense Type •Tax Expense Type of the item •Tax Type List under Tax Maintenance Module N/A N/A No

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.


Viewing Item Master
  1. Go to Maintenance then click Item Master
  2. Select an Item Masters that needs to View its details. Click the drop-down arrow then click View.
  3. The user has an option to Edit the Item Master upon viewing
Maintenance - Item Master - View.png


Editing Item Master
  1. Go to Maintenance then click Item Master
  2. Select the Item Master that needs an update. Click the drop-down arrow then click Edit
  3. Update the necessary Fields and Click Save
Maintenance - Item Master - Edit.png


Item Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Item Code •Reference Code of an Item N/A N/A N/A N/A
2.Barcode •Barcode of the Item *Alphanumeric Special Characters 50 No
3.Item Name •Name of the Item *Alphanumeric

*Special Characters

None 30 Yes
4.Item Description •Description of the Item *Alphanumeric

*Special Characters

None 250 Yes
5.Item Class •Item Class categorization of the item •Item Class List provided on Item Class on Maintenance Module N/A N/A Yes
6.Item Group •Item Group categorization of the Item *Goods

*Services

*Non-Inventory

N/A N/A Yes
7.Item Type •Type of the Item *Item Type list provided on Item Type Maintenance Module N/A N/A Yes
8.Weight •Weight of the Item *Numeric Any inputs except numeric 5 No
9.Weight Type •Weight Type of the Item *Unit of Measure List with Unit Type as Weight from Unit of Measure Maintenance Module *Any inputs not mentioned in the allowed inputs N/A No
10.Bundle •Classification if the item is a bundle type *Tick/Untick *Engine, Serial and Chassis number will be unavailable if ticked N/A No
11.Serial Number •Serial Number of the Item *Tick/Untick *If Bundle input is ticked then Serial number will be restricted N/A No
12.Engine Number •Engine Number of the item *Tick/Untick *If Bundle input is ticked then Engine number will be restricted N/A No
13.Chasis Number •Chasis Number of the Item *Tick/Untick *If Bundle input is ticked then Chassis number will be restricted N/A No
14.Brand •Brand of the Item *Brand List Provided on Brand Maintenance Module N/A N/A No
Unit of Measure
1.Base UOM •Base Unit of Measure of the Item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
2.Selling UOM •Unit of Measure when selling the Item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
3.Qty(Selling UOM) •Qty of Selling UOM •Number Any inputs aside numeric 20 Yes
4.Purchasing UOM •Unit of Measure when purchasing an item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
5.Qty(Purchasing UOM) •Qty of Purchasing UOM •Number Any inputs aside numeric 20 Yes
Accounting Details
1. Debit Account(Sales) •Debit Account on Sales Details •Account List under Chart of Accounts N/A N/A No
2. Credit Account(Sales) •Credit Account on Sales Details •Account List under Chart of Accounts N/A N/A No
3. Debit Account(Purchase) •Debit Account on Purchase Details •Account List under Chart of Accounts N/A N/A No
4. Credit Account(Purchase) •Credit Account on Purchase Details •Account List under Chart of Accounts N/A N/A No
5. Inventory Account •Inventory Account of the item •Account List under Chart of Accounts N/A N/A No
6. Revenue Type •Tax Revenue type of the item •Tax Type List under Tax Maintenance Module N/A N/A No
7. Expense Type •Tax Expense Type of the item •Tax Type List under Tax Maintenance Module N/A N/A No

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
Importing and Exporting Item Master

1. Under Item Master Screen, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Item Master - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Item Master Screen such as
    • Downloading the template link provided under Step 1.
    • Filling up the information needed for each columns of the template
    • Uploading the updated Template
Maintenance - Item Master - Import.png


Item Details
Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Item Code •Reference Code of an Item N/A N/A N/A N/A
2.Barcode •Barcode of the Item *Alphanumeric Special Characters 50 No
3.Item Name •Name of the Item *Alphanumeric

*Special Characters

None 30 Yes
4.Item Description •Description of the Item *Alphanumeric

*Special Characters

None 250 Yes
5.Item Class •Item Class categorization of the item •Item Class List provided on Item Class on Maintenance Module N/A N/A Yes
6.Item Group •Item Group categorization of the Item *Goods

*Services

*Non-Inventory

N/A N/A Yes
7.Item Type •Type of the Item *Item Type list provided on Item Type Maintenance Module N/A N/A Yes
8.Weight •Weight of the Item *Numeric Any inputs except numeric 5 No
9.Weight Type •Weight Type of the Item *Unit of Measure List with Unit Type as Weight from Unit of Measure Maintenance Module *Any inputs not mentioned in the allowed inputs N/A No
10.Bundle •Classification if the item is a bundle type *Y

*N

*Engine, Serial and Chassis number will be unavailable if Y N/A No
11.Serial Number •Serial Number of the Item *Y

*N

*If Bundle input is Y then Serial number will be N N/A No
12.Engine Number •Engine Number of the item *Y

*N

*If Bundle input is Y then Engine number will be N N/A No
13.Chasis Number •Chasis Number of the Item *Y

*N

*If Bundle input is Y then Chassis number will be N N/A No
14.Brand •Brand of the Item *Brand List Provided on Brand Maintenance Module N/A N/A No
Unit of Measure
1.Base UOM •Base Unit of Measure of the Item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
2.Selling UOM •Unit of Measure when selling the Item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
3.Qty(Selling UOM) •Qty of Selling UOM •Number Any inputs aside numeric 20 Yes
4.Purchasing UOM •Unit of Measure when purchasing an item •UOM List provided in Unit of Measure Maintenance Module N/A N/A Yes
5.Qty(Purchasing UOM) •Qty of Purchasing UOM •Number Any inputs aside numeric 20 Yes
Accounting Details
1. Debit Account(Sales) •Debit Account on Sales Details •Account List under Chart of Accounts N/A N/A No
2. Credit Account(Sales) •Credit Account on Sales Details •Account List under Chart of Accounts N/A N/A No
3. Debit Account(Purchase) •Debit Account on Purchase Details •Account List under Chart of Accounts N/A N/A No
4. Credit Account(Purchase) •Credit Account on Purchase Details •Account List under Chart of Accounts N/A N/A No
5. Inventory Account •Inventory Account of the item •Account List under Chart of Accounts N/A N/A No
6. Revenue Type •Tax Revenue type of the item •Tax Type List under Tax Maintenance Module N/A N/A No
7. Expense Type •Tax Expense Type of the item •Tax Type List under Tax Maintenance Module N/A N/A No


Activating Item Master Record

Item Master can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Item Master - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Item Master - Activate2.png


Deactivating Item Master Record

Item Master can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Item Master - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Item Master - Deactivate2.png


Deleting Item Master Record

Item Master can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Item Master - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Item Master - Delete2.png


Item Master Record Option
Actions Available base on Item Master Record Status
Status View Edit Deactivate Activate Delete
ACTIVE
INACTIVE

Notes:

  • Items used in the transaction cannot be deleted in the Item Master.
  • The user may edit the record under view record.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.
Categories:
Reports
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
Modules
Sales Report Sales per Item | Sales Top Item | Sales per Stock | Sales per Warehouse