Item Setup

The Item Setup is the fifth step in the Onboard Process. Items are the key components your business manages, such as raw materials, finished goods, or services.

You can add items using one of the following methods:

• Manually via the Add New button
• In bulk using the Export Template

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Method 1: Add Item via "Add New" Button

Use this method to manually create an item using a form interface.

Step-by-Step Instructions

1. Navigate to the Item Module

Access the Item section from the Onboard Process menu.

2. Click the "Add New" Button

Click the Add New button to open the Item Creation Form.

3. Fill in the Item Details

Field	Type	Required	Description
Item Name	Text	Yes	Enter the name of the item (e.g., Steel Rod)
Item Code	Text	Yes	Enter a unique identifier for the item (e.g., SRD001)
Item Type	Dropdown	Yes	Select the item type (e.g., Raw Material, Service)
Category	Dropdown	Yes	Choose the category the item belongs to
Division Code	Dropdown	Yes	Select the relevant division
UOM	Dropdown	Yes	Unit of Measurement (e.g., KG, Piece)
Standard Cost	Number	Yes	Enter the cost per unit
Standard Margin	Number (%)	Yes	Enter the profit margin
MRP	Number	Yes	Maximum Retail Price
Active	Toggle	Yes	Enable or disable the item
Attributes	Key-Value	Optional	Add dynamic item-specific attributes
Properties	Key-Value	Optional	Add properties like size, color, weight
Description	Text	Optional	Additional information about the item

4. Click "Save"

After entering all required data, click Save to submit the item.

5. Confirmation Message

A success message will appear:
ITEM CREATED SUCCESSFULLY

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Method 2: Add Items via Bulk Import

Use this method to upload multiple items at once.

Instructions

1. Download Export Template
   Click the Export Template button to download the item format.

2. Fill the Template
   Populate the template with all required item data. Follow the field names and formats carefully.

3. Upload File
   Navigate to the Import section and upload your file.

4. Review Results
   The system will validate the upload and show errors (if any). Successfully created items will appear in the list.

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Checklist Behavior

• Once at least one item is created, the Item step in the Onboard Process is automatically marked as Completed.
• The system will then allow you to proceed to the next step: Role Setup.

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Notes & Best Practices

• Item Codes must be unique across the system.
• Use meaningful names for better searchability and maintenance.
• Descriptions, Attributes, and Properties help in filtering, reporting, and detailed specification management.
• Mark items inactive if they should not be available in future transactions.
• Ensure categories, UOMs, and divisions are set up prior to item creation.

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Common Use Cases

Scenario	Recommended Approach
Creating a few new items	Use the Add New form
Migrating from another system	Use Bulk Import with the export template
Items with many variations	Use Attributes and Properties fields
Items distributed across branches	Set appropriate Division Codes