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erp-manual:cloud:item:item-management

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Item Management

  • To access Item Management, Go in Resources and select “Item Management” or can click on the icon of Item Management.

After Screen Opens

This section shows the actions that can be done from this screen: Create Design, Create Sales Order, Transfer or Export search results in excel. For Shops only Transfer Out and Create Sales Order are applicable.

  • There are 4 tabs in this screen, Master, SIH Inventory, All Inventory and Special. In Master, all the master designs are visible. A user can access Master by clicking on it or cab press 1. Master Tab is opened by default whenever the screen is opened.

  • In SIH Inventory, It will only show inventory item with qty > 0. To access SIH Inventory simply click SIH Inventory or press 2. In All Inventory Tab, It will show the master inventory, even after it is sold.

  • In Special Tab, to access special tab click on special or press 4.
  • In this tab, there are 2 special design: Repair Service and MTO Service. If existing design came for repair then this entry can be used to create sales entry
  • If there is a new custom design, create sales order using MTO (Make to order) service.

To take the various actions like Create Sales Order or Transfer a design. Select that design by clicking on “Add” (the pink button) and to deselect press the same button again. After required designs are selected: click on Create Sales Order or Transfer - as necessary. This is covered in more detail in next sections.

erp-manual/cloud/item/item-management.1584682754.txt.gz · Last modified: 2020/03/20 05:39 by krishnad