04. Workflows‎ > ‎

Item Master

Item Master displays the list of all item's names, code, and, other information. Go to Item Master, the following window will appear:


Select the item type and set desired filters then click on the Search button.


Adding new Item

Click on the 'Add Item' for adding new item. The following window will displays:

  • Code: Displays code of the item
  • Name: Displays name of the item
  • Unit: Select unit from drop-down menu.
  • Weight (Kg): Displays weight of the item.
  • Volume: Display volume of item
  • HS Code: Enter Harmonized System code for the classification of items.
  • GTIN: Enter 'Global Trade Item Number' to uniquely identify all of its trade items.
  • Shelf Life: Enter the shelf life day of the item.
  • Low/High Level: Enter the level of stocks.
  • Description: Displays the description of item.
  • Click on 'Create' button. 
Item will be displayed as below:



  1. Item Data : Shows the data of item.
  2. Work Orders : Shows the work order that are linked to the item.
  3. In Stock : Shows the warehouse area.
  4. Transaction History : Shows the transaction of the item.

     Adjust Stock
     
      Adjust Stock refers to add or remove stock from the existing one. Click on the 'Adjust Stock' and the page will display as shown below:
     
      
     
   
  1. Checkbox Transaction type as per requirement, Warehouse, Area and Storage will automatically be selected.
  2. Enter Quantity.
  3. Enter remarks for the stock and click on 'Add' button.
      The stock will be added as shown below:
     
     
      

 
       Move Stock
    
      Move Stock refers to move stock from one warehouse to another warehouse. Click on 'Move Stock' and the page will display as shown below:

        
        

        Select Warehouse, Area, and Storage from the drop-down as per requirement and click on 'Commit Move'.
 
        Select Filters accordingly and check by selecting storage. The above moved pieces will be shown to another storage as shown below:

       
 

     Import Stock

       Click on the 'Import' button, a pop-up window will open up with the following information: 

       

       Click on the 'Choose File' button to upload the MS-Excel format file with all the details and click on the Upload button. 

      Export Stock
    
      Click on the 'Export' button, a file gets download with the information displayed on the Entity Management page in MS-Excel format. 

       Stock Report

      Click on 'Stock Report' to get a report for particular month as per requirement. The window will disappear as below:

     
        

  1. Select Warehouse from the drop-down menu.
  2. Select Month/Year according to requirement.
  3. Checkbox to exclude items with zero stock and no Transaction (if needed).
  4. Click on 'Generate' button. User will get a email of report who is generating it.  
Comments