Back Office – Inventory – Masters (Inventory) – Item Master (Stock)

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

• Click on “Excel Import”

• Download Excel file

• Fill all fields

• save it

• Browse it

• Upload it

2. Add New Item(s)

• Click on “View Items List or Add New Item(s)”

• Click on “Add New” for new item import

• Enter Item Name

• Select UOM, Item Category

• For adding new item category

• Click on “Add” symbol

• Enter Category Name

• Select Parent Category

• Tick on “Active” button

• Save it.

• Now Enter Min Qty. and Max Qty.

•  Click on Perishable or Non-Perishable

• Tick on Subjective if it is

• Save it.

• Now Select Department, As on Date, Opening Balance Qty, UOM

• Click on Save Total or Save Individually

• Enter Total value.

• Click on “Action” for save it.