System Tools
| Master | Description |
|---|---|
| Division | - Can create through UI only. |
| Party Master | - Link to Download Model is available in Party Master » Import Party. - Prior to creating Party Master, following dependent Masters need to be created through UI. * Payment Terms - UI only. * Party Group- UI only. * Party Segment - UI only. * Party Category - UI only. |
| Prospect Master | - Can create through UI only. Prior to creating Prospect Master, following dependent Masters need to be created through UI. * Referral Master - UI only. |
| Contact Master | - Link to Download Model is available in Contact Master » Import Contact Master. - Prior to creating Contact Master, following dependent Masters need to be created through UI. * Party Master Prospect Master |
| Item Master | - Link to Download Model is available in Item Master » Import Item Master - Prior to creating Item Master, following dependent Masters need to be created through UI. * Item Group Master - UI only. * Segment Master - UI only. * UOM Master - UI only * HSN Master - UI only |
| Ceiling/Floor Price Master | - Link to Download Model is available in Ceiling/Floor » Import Ceiling/Floor Price - Prior to creating Ceiling/Floor Price Master, following dependent Masters need to be created through UI. * Item Master * Currency Master - UI only |
| Price/Cost Master | - Link to Download Model is available in Price/Cost Master » Import Price Master - Prior to creating Price/Cost Master, following dependent Masters need to be created through UI. * Party Master * Item Master * Brand Master - UI only. * Currency Master |
| Party-Item Code Master | - Link to Download Model is available in Party Item Code » Import - Prior to creating Party Item Code Master, following dependent Masters need to be created through UI. * Party Master * Item Master * Brand Master - UI only. |
| Other Master | Description |
|---|---|
| State Master | - Can create through UI only. - It is recommended to create States as per GST State Master |
| Transporter Master | - Can create through UI only. |
Human Resources
| Master | Description |
|---|---|
| Employee | - List of Download Model is available in Employee Master » Import Employee. - Prior to creating Employee Master, following dependent Masters need to be created through UI. * Employee Type - UI only. * Grade Master - UI only. * Cost Center - UI only. * Shift Master - UI only. * Department - UI only. |
| Holiday Master | - Can create through UI only. |
| Piece Rates | - Prior to creating Piece Rates, following dependent Masters need to be created through UI. * Item Master * Process Master - UI only. |
Finance
| Master | Description |
|---|---|
| Chart of Accounts | - List of Download Model is available in Chart of Accounts » Import Account Master. - Prior to creating Chart of Accounts Master, following dependent Masters need to be created through UI. * BS/PL Groups |
| Transaction Type Master | - Can update through Excel only. |
| Cheque Master | - Prior to creating Cheque Master, following dependent Masters need to be created through UI. * Chart of Accounts |
| Bank Master | - Can create through UI only. |
| RTGS Master | - Prior to creating RTGS Master, following dependent Masters need to be created through UI. * Party Master |
| Opening Balance | - Prior to creating Opening Balance, following dependent Masters need to be created through UI. * Chart of Accounts |
| Opening Outstanding | - Prior to creating Opening Outstanding, following dependent Masters need to be created through UI. * Division Master * Party Master. |
| Budget Master | - Prior to creating Budget Master, following dependent Masters need to be created through UI. * Chart of Accounts * Cost Center. |
Manufacturing
| Master | Description |
|---|---|
| Shift | - Can create through UI only. |
| Process Master | - Prior to creating Process Master, following dependent Masters need to be created through UI. * Product Line - UI only. |
| Machine Master | - Can create through UI only. |
| Stores Master | - Can create through UI only. |
Supply Chain
| Master | Description |
|---|---|
| Standard Instruction | - Can create through UI only. |
| Freight Option | - Can create through UI only. |
| Remarks Master | - Can create through UI only. |
| Indent Status Master | - Can create through UI only. |
| Currency Master | - Can create through UI only. |
| Lead Time Master | - Prior to creating Lead Time Master, following dependent Masters need to be created through UI. * Party Master * Item Master |
Sales
| Master | Description |
|---|---|
| Salesmen Target | - Prior to creating Salesmen Target, following dependent Masters need to be created through UI. * Sales Officer - UI only |
| Sales Team | - Prior to creating Sales Team, following dependent Masters need to be created through UI. * Sales Officer |
| Sales order status | - Can create through UI only. |
| Transfer Price Master | - Prior to creating Transfer Price Master, following dependent Masters need to be created through UI. * Item Master |
| Brand Master | - Can create through UI only. |
| BIS Master | - Prior to creating BIS Master, following dependent Masters need to be created through UI. * Item Master * Brand Master |