Item Setup
The Item Setup module is part of the onboarding process and is used to define and manage all business items such as raw materials, finished goods, and services.
Items can be created either manually or through bulk import.
1. Item Dashboard
The dashboard provides a centralized view of all items.
Features
- Search items by name or code
- Filter by Item Type and Division
- View item status (Active / Inactive)
Actions
| Action | Description |
|---|---|
| View Details | Displays complete item information |
| Edit | Modify item details |
| Delete | Remove item with confirmation |
2. Item Creation
Item creation supports two modes based on system configuration.
2.1 Standard View (Item Master + Sub-Item)
In this mode, item creation is divided into two levels:
Step 1: Item Master
Define the base structure of the item:
- Division
- Category
- Item Type
- Base UOM
Step 2: Sub-Items
Add item variants under the Item Master:
- Part Name and Code
- Attributes (e.g., Size, Color, Grade)
- Pricing (Cost, MRP)
- Image Upload
This mode is suitable when multiple variants exist under a single item.
2.2 Detailed View (Single Form)
If Detailed View is enabled in General Settings, item creation is handled in a single form.
Behavior
- Item Master and Sub-Item fields are combined
- All details are entered in one screen
- No separate variant creation step
This mode is suitable for simple items or faster data entry.
3. General Settings Configuration
The system allows switching between views:
| Setting | Behavior |
|---|---|
| Detailed View Disabled | Uses Item Master + Sub-Item structure |
| Detailed View Enabled | Uses single unified form |
4. Image Upload
Image upload is available during item creation.
Location
- In Standard View: Inside Sub-Item section
- In Detailed View: Within the main form
Purpose
- Store product images or technical drawings
- Improve identification during operations
- Support visual reference
5. Bulk Import
To create multiple items:
- Download the template using Export Template
- Fill in item data as per format
- Upload the file in the Import section
- Review validation results
6. Validation and Behavior
- Item Code must be unique
- Required fields must be completed before saving
- Changing structure-related fields may reset entered data
- Unsaved changes will prompt a warning before exit
7. Checklist Behavior
- The step is marked as completed once at least one item is created
- Users can then proceed to the next onboarding step
8. Best Practices
- Use meaningful item names
- Maintain unique item codes
- Add attributes for better classification
- Upload images where applicable
- Verify category, UOM, and division setup before item creation