Item Master

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

Item Master

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

Requirements before using Item Master

• The user should setup the following Maintenance Module in order to proceed on using the Item Master
  1. Brand
  2. Chart of Account
  3. Item Class
  4. Item Type
  5. Unit of Measure
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Brand Aids
  2. Chart of Accounts Aids
  3. Item Class Aids
  4. Item Type Aids
  5. Unit of Measure Aids

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

Adding Item Master(Item Details)

Field	Description	Expected Values
1.Item Code	•Reference Code of Item	•Alphanumeric
2.Item Name	•Name of the Item	•Alphanumeric
3.Barcode	•Barcode of the Item	•Alphanumeric
4.Item Description	•Description of the Item	•Alphanumeric
5.Item Class	•Item Class categorization of the item	•Item Class List provided on Item Class on Maintenance Module
6.Item Group	•Item Group categorization of the Item	•Goods/Services/Non-Inventory
7.Item Type	•Type of the Item	•Item Type list provided on Item Type Maintenance Module
8.Weight	•Weight of the Item	•Number
9.Weight Type	•Weight Type of the Item	•Weight Type Selection List
10.Bundle	•Classification if the item is a bundle type	•Tick/Untick
11.Serial Number	•Serial Number of the Item	•Alphanumeric
12.Engine Number	•Engine Number of the item	•Alphanumeric
13.Chasis Number	•Chasis Number of the Item	•Alphanumeric
14.Brand	•Brand of the Item	•Brand List Provided on Brand Maintenance Module
15.Replacement Part	•Classification if the item is a Replacement Part	•Tick/Untick
16.Replacement Item	•Item to Be replaced on Replacement Part	•Item List Provided from the Item Master Maintenance Module

Adding Item Master(Unit of Measure)

File:Adding Item Master(Unit of Measure).png

Adding Item Master(Unit of Measure)

Field	Description	Expected Values
1.Base UOM	•Base Unit of Measure of the Item	•UOM List provided in Unit of Measure Maintenance Module
2.Selling UOM	•Unit of Measure when selling the Item	•UOM List provided in Unit of Measure Maintenance Module
3.Qty(Selling UOM)	•Qty of Selling UOM	•Number
4.Purchasing UOM	•Unit of Measure when purchasing an item	•UOM List provided in Unit of Measure Maintenance Module
5.Qty(Purchasing UOM)	•Qty of Purchasing UOM	•Number

Adding Item Master(Accounting Details)

File:Adding Item Master(Accounting Details).png

Adding Item Master(Accounting Details)

Field	Description	Expected Values
1. Debit Account(Sales)	•Debit Account on Sales Details	•Account List under Chart of Accounts
2. Credit Account(Sales)	•Credit Account on Sales Details	•Account List under Chart of Accounts
3. Debit Account(Purchase)	•Debit Account on Purchase Details	•Account List under Chart of Accounts
4. Credit Account(Purchase)	•Credit Account on Purchase Details	•Account List under Chart of Accounts
5. Inventory Account	•Inventory Account of the item	•Account List under Chart of Accounts
6. Revenue Type	•Tax Revenue type of the item	•Tax Type List under Chart of Accounts Module
7. Expense Type	•Tax Expense Type of the item	•Tax Type List under Chart of Accounts Module

Notes:

• The following modules are required when creating and editing an Item. The record's status must be ACTIVE in order to use it on the Item master Module.
  • Item Class
  • Item Type
• Unit of Measure status must be active in order to use it on Unit of Measure Tab in Item Master Module.
  • The status can be seen in Unit of Measure Maintenance Module
• Accounts to be used under Accounting Details must be ACTIVE when creating or editing an Item in Item Master.
  • The status can be seen in Chart of Account Maintenance Module
• The items should be ACTIVE when using it as an Replacement Item.
• Brands should be ACTIVE when creating an Item Master Record.
  • The status can be seen in Brand Maintenance Module.
• If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory.
• For detailed instructions on how to Create an Item Master record, the user may visit Item Master Aids which can be found here

Editing Item Master (Item Details)

File:Editing Item Master(Item Details).png

Editing Item Master(Item Details)

Field	Description	Expected Values
1.Item Name	•Name of the Item	•Alphanumeric
2.Barcode	•Barcode of the Item	•Alphanumeric
3.Item Description	•Description of the Item	•Alphanumeric
4.Item Class	•Item Class categorization of the item	•Item Class List provided on Item Class on Maintenance Module
5.Item Group	•Item Group categorization of the Item	•Goods/Services/Non-Inventory
6.Item Type	•Type of the Item	•Item Type list provided on Item Type Maintenance Module
7.Weight	•Weight of the Item	•Number
8.Weight Type	•Weight Type of the Item	•Weight Type Selection List
9.Bundle	•Classification if the item is a bundle type	•Tick/Untick
10.Serial Number	•Serial Number of the Item	•Alphanumeric
11.Engine Number	•Engine Number of the item	•Alphanumeric
12.Chasis Number	•Chasis Number of the Item	•Alphanumeric
13.Brand	•Brand of the Item	•Brand List Provided on Brand Maintenance Module
14.Replacement Part	•Classification if the item is a Replacement Part	•Tick/Untick
15.Replacement Item	•Item to Be replaced on Replacement Part	•Item List Provided from the Item Master Maintenance Module

Editing Item Master (Unit of Measure)

File:Editing Item Master(Unit of Measure).png

Editing Item Master(Unit of Measure)

Field	Description	Expected Values
1.Base UOM	•Base Unit of Measure of the Item	•UOM List provided in Unit of Measure Maintenance Module
2.Selling UOM	•Unit of Measure when selling the Item	•UOM List provided in Unit of Measure Maintenance Module
3.Qty(Selling UOM)	•Qty of Selling UOM	•Number
4.Purchasing UOM	•Unit of Measure when purchasing an item	•UOM List provided in Unit of Measure Maintenance Module
5.Qty(Purchasing UOM)	•Qty of Purchasing UOM	•Number

Editing Item Master (Accounting Details)

File:Editing Item Master(Accounting Details).png

Editing Item Master(Accounting Details)

Field	Description	Expected Values
1. Debit Account(Sales)	•Debit Account on Sales Details	•Account List under Chart of Accounts
2. Credit Account(Sales)	•Credit Account on Sales Details	•Account List under Chart of Accounts
3. Debit Account(Purchase)	•Debit Account on Purchase Details	•Account List under Chart of Accounts
4. Credit Account(Purchase)	•Credit Account on Purchase Details	•Account List under Chart of Accounts
5. Inventory Account	•Inventory Account of the item	•Account List under Chart of Accounts
6. Revenue Type	•Tax Revenue type of the item	•Tax Type List under Tax Maintenance Module
7. Expense Type	•Tax Expense Type of the item	•Tax Type List under Tax Maintenance Module

Notes:

• The following modules are required when creating and editing an Item. The record's status must be ACTIVE in order to use it on the Item master Module.
  • Item Class
  • Item Type

• Unit of Measure status must be active in order to use it on Unit of Measure Tab in Item Master Module.
  • The status can be seen in Unit of Measure Maintenance Module
• Accounts to be used under Accounting Details must be ACTIVE when creating or editing an Item in Item Master.
  • The status can be seen in Chart of Account Maintenance Module
• The items should be ACTIVE when using it as an Replacement Item.
• Brands should be ACTIVE when creating an Item Master Record.
  • The status can be seen in Brand Maintenance Module.
• If the item is declared as serialized. The serial number registration can be done on Inventory Adjustment Module under Inventory.
• For detailed instructions on how to edit an Item Master record, the user may visit Item Master Aids which can be found 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