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Difference between revisions of "Item Master"
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[[Maintenance]] | [[Item Master]] | [[Item Class]] | [[Item Type]] | [[Brand]] | [[Chart of Account]] | [[Unit of Measure]] | [[Tax]] | [[Maintenance]] | [[Item Master]] | [[Item Class]] | [[Item Type]] | [[Brand]] | [[Chart of Account]] | [[Unit of Measure]] | [[Tax]] | ||
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<br /> | <br /> | ||
==Item Master== | ==Item Master== | ||
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[[File:Item Master Record List.png|center|thumb|Item Master Record List]]Notes: | [[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]] | + | *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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**[[Item Class]] | **[[Item Class]] | ||
**[[Item Type]] | **[[Item Type]] | ||
| − | * Unit of Measure status must be active in order to use it on Unit of Measure Tab in Item Master Module. | + | *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 | + | **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. | + | *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 status can be seen in [[Chart of Account]] Maintenance Module |
| − | * The items should be '''ACTIVE''' when using it as an Replacement Item. | + | *The items should be '''ACTIVE''' when using it as an Replacement Item. |
| − | * Brands should be '''ACTIVE''' when creating an Item Master Record. | + | *Brands should be '''ACTIVE''' when creating an Item Master Record. |
| − | ** 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]] | *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]] | ||
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**[[Item Type]] | **[[Item Type]] | ||
| − | * Unit of Measure status must be active in order to use it on Unit of Measure Tab in Item Master Module. | + | *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 | + | **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. | + | *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 status can be seen in [[Chart of Account]] Maintenance Module |
| − | * The items should be '''ACTIVE''' when using it as an Replacement Item. | + | *The items should be '''ACTIVE''' when using it as an Replacement Item. |
| − | * Brands should be '''ACTIVE''' when creating an Item Master Record. | + | *Brands should be '''ACTIVE''' when creating an Item Master Record. |
| − | ** 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 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]] | ||
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[[File:Item Master Option.png|center|thumb|Item Master Option]]Notes: | [[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]] | + | *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===== | ||
[[File:Item Master Importing Option.png|center|thumb|Item Master Importing Option]]Notes: | [[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]] | + | *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]]Notes: | [[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]] | + | *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===== | ||
Revision as of 11:03, 16 April 2021
Maintenance | Item Master | Item Class | Item Type | Brand | Chart of Account | Unit of Measure | Tax
Contents
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:
- 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)
File:Adding Item Master(Item Details).png
.png){kind=link}
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
.png){kind=link}
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
.png){kind=link}
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.
- 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 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
.png){kind=link}
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
.png){kind=link}
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
.png){kind=link}
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.
- 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 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
| 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 |