Item Masterlist

The "Items" refer to the individual products, goods, or items that a business sells or manages as part of its inventory. Each unique product that a company offers for sale is categorized and tracked as an "item" within the system. Items play a crucial role in managing inventory, processing sales orders, tracking stock levels, and providing accurate financial information.

How to Create a New Item:

1. Go to Master Data Files
2. Click Items
3. Click Master list
4. Click Create New (F1)
5. Enter the details of the new item.
6. Click Save (CTRL+S)

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Visual Guide

Figure 1: Item Masterlist.

💡 Take note: In the initial setup, the data for items will be uploaded from the filled-out template by the clients.

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How to Update the Items:

1. Go to Master Data Files
2. Click Items
3. Click Master List
4. Select item and click the blue font text or the Part No/Item Code.
5. Click Edit (CTRL+E)
6. Enter the updated details for the item.
7. Click Save (CTRL+S)

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How to inactive the Items:

1. Go to Master Data Files
2. Click Items
3. Click Master List
4. Click the yellow cycle icon or Inactive
5. Click the green cycle icon or Active to activate the item.