Inventory

Add Item

• Item Category
• Item Type
o Inventory – What/ Examples
o Non-Inventory – What/ Examples
• Barcode
o Add/ Edit Barcode
• Unit of Measure
o Select UoM
o Use Multiple UoM
• Location
o Global Items
▪ What
o Location Items
▪ What
• Item Handling Type
o What
▪ Trading Items – What/ Examples
▪ Raw Materials– What/ Examples
▪ Finished Goods– What/ Examples
▪ Consumable– What/ Examples
▪ Fixed Assets– What/ Examples
• Tax
o Enable/ Disable
o Select Tax
• Sales Discount
o Enable/ Disable
o Percentage/ Value
o Discount Schemes
▪ Use Discount Schemes
• Purchasing Discount
o Enable/ Disable
o Percentage/ Value
• Upload Image
o File Formats
• Item Control Types
o Normal Items
▪ What/ Examples
o Batch Items
▪ What/ Examples
o Serial Items
▪ What/ Examples
• Expiry Alert
o Add/ Remove
• Item Attribute
o Add/Remove
• HS Code
o What
 • Potential Suppliers
o What
o Add
• GL Accounts Setup
o What
o Default Accounts

View Item

▪ Item Search/ Edit/ Delete/ State

Edit Items by Locations

▪ Why
▪ How

Item Import

▪ What
▪ New Items
o What
o File Format
o Mandatory Field
o Item Count Per Sheet
o Characters
▪ Merge
o What
o File Format
o Mandatory Field
o Item Count Per Sheet
o Characters

Gift Card

• What
• Create/ Edit/ Status
• Gift Card Price
• Range
• GL Accounts

Item Price List

▪ What
▪ Create (Global/ Location Wise)/ Edit/ Delete/ State
▪ How to Use

Free Issue Items

▪ Create/ Edit
▪ Add Free Issue Items
▪ Condition
GRN

• What
• Create GRN
o Normal
o Batch (with selling price)
o Serial
• Edit GRN
• Set Approval Workflow
• GRN Import
o File Format
o Mandatory Field
o Item Count Per Sheet
o Normal/ Batch/ Serial
• Tax
o Add/ Remove
• Po to GRN
• Draft GRN
o What

Item Transfer

• What
• Create
o Normal
o Batch
o Serial

Adjustment

• What
• Positive Adjustment
o What/ Examples
• Negative Adjustment
o What/ Examples
• Adjustment Import
o File Format
o Mandatory Field
o Item Count Per Sheet
o Normal/ Batch/ Serial
• Create/ Edit/ Delete
o Normal
o Batch
o Serial

Bill of Material

• What
• Limits (Production and Distribution (Packing))
• Create BoM
 o Create BoM Item
o Add Sub Items
o Add Non Inventory Items
o Sub Items UoM (Multiple UoM)
o Sup Items Price
o BoM Cost
o BoM Item Details Edit (BoM to Item)
• BoM Edit/ Delete
• BoM Assemble and Dissemble
o Why
o Assemble and Dissemble

Landing Cost

• What
• Create
• Purchase Order to Landing Cost
• Add Items
o What
o Select Supplier
o Select Item
o Quantity
o Unit Price
o Total Value
• Add Additional Cost
o What
o Select Supplier
o Select Cost Type
o Cost Value
• Added Item Costs
o What
• Template Details
o What
o Calculation Type
▪ Quantity Base
• What
▪ Total Amount Base
• What

Fixed Asset Management

• What
• Create/ Edit/ Delete/ State
• Depreciation
o What
o How