Guidelines For Item/Stock Master
Purpose / Use:-
Item / Stock Master is used for adding item and category
Pr-Requisite:-
Go to Trust Log in – Back Office – Inventory – Master(Inventory) – Asset Master
Go to Trust Log in – Back Office – Inventory – Master(Inventory) – Asset Master Allocation
Location:-
Back Office – Inventory – Masters(inventory) – Item Master(Stock)
How to access:-
There are two ways to import item
1. Excel Import
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Click on “Excel Import”
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Download Excel file
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Fill all fields
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save it
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Browse it
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Upload it
2. Add New Item(s)
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Click on “View Items List or Add New Item(s)”
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Click on “Add New” for new item import
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Enter Item Name
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Select UOM, Item Category
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For adding new item category
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Click on “Add” symbol
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Enter Category Name
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Select Parent Category
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Tick on “Active” button
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Save it.
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Now Enter Min Qty. and Max Qty.
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Click on Perishable or Non-Perishable
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Tick on Subjective if it is
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Save it.
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Now Select Department, As on Date, Opening Balance Qty, UOM
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Click on Save Total or Save Individually
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Enter Total value.
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Click on “Action” for save it.
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