INVENTORY AND SUPPLY CHAIN => CONFIGURATION => INVENTORY SETUP
Following is the Screen
(1) MASTER GROUP: This is the Main Category of Materials dealt by the Gold Manufacturer e.g. 1. Fine Gold 2. Old Gold 3. Gold Ornaments 4. Others (like Stone, leather etc.)
Following is the Screen On Clicking (+) we can add a new Group and you can deactivate it by switching off the Status.
Effect:- The effect of this Master group is in Touch
(2) COLLECTION: All the collections of the ornaments can be segregated into mainly a few categories, which can be made as follows. When we click (+) Following is the screen. When we click Action there are a few options. When we click Edit, the following is the screen
These Categories are reflected in Design Studio – BOM, and Tag Creation
(3)/(4) ITEM CATEGORY / ITEM SUB CATEGORY: Any ornaments we procure will first come under any Item Category, which can be subdivided into Sub-Category. E.G. Ring is one Item. This can be further subdivided into Gents and Ladies Ring. This falls under Sub-Category.
If we do not want to make a Sub-Category, in the Item itself we can give different names e.g Gents Ring, Ladies Ring, Kids Ring etc.
(5) TOUCH: Technically this faculty is on the purity of the ornament i.e. 18Cr, 92Cr, etc. We can create different types of Touch from here. It also shows under which Master Group it falls.
From Action you can View, Edit, Delate, & can see who has made the change.
If we want to add any new Touch, on clicking the top right corner (+), we get the option to add a new Touch.
If we Edit the following is the screenshot
We have to select the Master Group to which this touch belongs
When in sales we add the Touch manually, the figure should be within the limit shown here, otherwise, a notification pops up.
(6) ITEM: On clicking ITEM we get the following screen
When we want to add a new item we click (1) i.e. (+) and get a new pop-up for a new entry.
On clicking (2) Action, we get many options (3). From here we can edit, delete & view.
(4) We can name the item as per our choice
(5) Item Category - This item falls under which category.
(5) Item Group means Touch
(6) Item Type - Which type of Item
(7) If one wants to make a Tag for this item, the YES
Following is the Fig on Editing the ITEM
If we put in (1) WANT TO KEEP LABELS WITH THIS ITEM: YES then (2) row will come in the drop-down, where we have to enter the details. If you put ‘No’ in (1) then (2) will vanish.
On clicking on (1) Minimum Discount (Item Discount) following is the screen.
Minimum Discount (Item Discount) is the column where we can put the maximum discount per Gram. Above this, we can not give discount in Retail Sales.
(3)&(4) details we reflected in Retail Sales and will be automatically calculated.
On Clicking Packaging
The weight of the Box in which the item is to be kept has to be entered
All the details of the packing have to be entered.
On Clicking “Price List Group Wise”, the following is the screen
Here for the specific item, if we want to update different values for different Groups, we can do so over here and save.
On Clicking “All Price ist Group” Following is the screen.
Here you can select Customer/Supplier Group. Then for that item, we can update it in all the Price-list groups in one go.
(7) OTHER ITEM: Other items excluding Gold, Silver, and Platinum, can be included here
Following is the screen
On clicking Action, we get many options as above.
On clicking (+) following is the screen
1. One has to select which category this item belongs.
2. One has to name the Item.
3. Rate of the item.
4. Short Name
5. Effect On- (no effect means, the weight will not affect the gross weight
while billing the customer.
6. Item Group - Others
7. Pcs - Number of pieces
10.Unit.- Calculation Unit.
11. Gross Wt. - Total Weight
12. Is Default - Yes means it will be reflected automatically in Tag Creation,
Purchase, Purchase Return, Sales, Sales Return, Retail, Approval, Hall
Mark, Customer Order, Customer inward and outward, Sales Quotation,
URD Purchase.
13. Is Stone - small stone then yes
14. Is Big Stone - big stone then yes
15. HSN Code- We have to give HSN Code
16. Metal Type - Which type of Metal, if it is not metal then blank
17. ITEM AS - If you select Diamond, the Effect will be in Tag Print. If there
are 2 diamonds, then in Tag-Print it will show 2nos but weight will be
Gross Total.
(8) STOCK ADJUST / ITEM OPENING / BRANCH TRANSFER :
On Clicking, we get the following page
1. This page is used for the adjustment of the stock. If we find any item
missing in the stock, we can adjust the stock from here.
2. We can also adjust the opening Stock from here.
3. We can also transfer stock from here to the branch offices.
When we click on (+) the following screen comes up and we can do Stock Adjustment & Opening Stock:-
On Clicking Stock Adjustment Type (1) we get three options: Adjust, Opening, & Branch Transfer.
If we select any of the options Adjust or opening, we get the above screen
On filling up (2) and pressing Enter. Total entry is shifted down and we can enter a different item as another. Then we can save the adjustment or opening.
When we click Stock Adjustment Type (1) & go for Branch Transfer, a new option comes up ‘To Branch’. We have to enter to which branch, the following item is being transferred.
Following is the screen
EFFECT :-
Following is the screen
On clicking (🔻) we get the drop-down and generating (2) we get the transaction Report, where you can see the details, as shown below.
(9) DESIGN SIZE: This is the Master where you can create sizes.
By Clicking (+) we can create a new size. Following is the screen
Effect - While making the Tag, it will be asking for the size.
(10) BOX MASTER: This is the Master area where you can create a new Box as follows
On clicking (+), we can create a new Box Master
Effect - It will be reflecting only on TAG
(11) REPAIRING TYPE: On this function, we get the following screen.
If we want to add a new category of repair, we have to click on (1) i.e. (+)
On clicking Action (2) we get different options (3)
Effect -
The effect will be on Account Ledger
INVENTORY AND SUPPLY CHAIN => ORDER / REPAIRING => REPAIRING
In this sector you can see the effect
(12) LABOUR MASTER: This is the Master for Labour category. On Clicking this we get
On Clicking Action (2) we get different options to add a new Master in LABOUR Click (1) i.e. (+) we get the following
Effect- The Effect is on Tag Creation as follows
First of all, you have to go for setting Organization => Inventory => Lot/Tag and then [ Enable Auto Wastage Labour in Tag ]
On filling up the Item Category & if the range is within the limit of Touch, then the Labour Rate is automatically reflected as follows.
(13) PRINT MASTER :
When our Sales Man goes for Marketing they carry Gold, Silver and Other Materials. On the way, they may be challenged, by Government Authorities about the material, so they require an official letter for the materials. This can be obtained here as follows :
(14) GIFT MASTER: You can create a Gift Master from here for the retailers. While creating a Retail Sail bill, the Gift for the Customer will automatically be incorporated into the bill.
On clicking ‘Gift Master” the following is displayed
On has to fill up the format. whenever one wants to deactivate the scheme, he can switch off the ‘Status’.
(15) BOM :
(16) LOCATION: Here you can create Location (Area). Using this we can limit the users to a limited area, out of which he can not operate this software. From here we can set the Users (more than one) for the specific region.
(17) SCHEME TYPE: At the Festival we want to give a special scheme for our customers, we can create so from here. Following is a screenshot of an e.g. ‘Janmasthami Scheme’
(18) ITEM CATEGORY MINIMUM STOCK: This sector is under
development
(19) HSN CODE MASTER: This HSN Code is given by the Government. If
we will add them to the Master then this will be coming in the
dropdown at the HSN Code Box, and we can select it instead of writing it
again and again.
