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erp-manual:cloud:item:importantpoints

Important Points for Item Master

Scope - Design, Raw Material, Tech Item, General Item.

  • Item Name should be correct and well thought through, it should follow a consistent pattern
  • Item name for stone should have size, quality and shape in name to be able to search, eg: Ruby Round AAA 2 x 3
  • Item name for metal should have quality in name to be able to search, eg: Yellow Gold 9K
  • Item Categories should be correct.
  • Main Unit should be selected as per usage and not as per purchase. eg: Purchased in meters, but used in cms, then the unit should be cms
  • Main Unit in the master cannot be changed after first item is received in the inventory.
  • Main Unit in the master should match while adding price
  • Track inventory is important for indicating the system that Inventory needs to be recorded, this is On by default for Design and Raw Material and Off for General Item
  • If Track inventory is manually turned off while creating the item, then system will not create a new batch for that item when it is received
erp-manual/cloud/item/importantpoints.txt · Last modified: 2026/01/21 09:08 by Kalpesh Popat