setup_master_data

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setup_master_data [2026/04/25 06:06] – chillhubadminsetup_master_data [2026/07/10 09:02] (current) – chillhubadmin
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   * [[setup_master_data#create_on_demand|Create on Demand]]   * [[setup_master_data#create_on_demand|Create on Demand]]
   * [[setup_master_data#uom_conversion|UOM Conversion]]   * [[setup_master_data#uom_conversion|UOM Conversion]]
-\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box?24}}+\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box}}
 === Overview === === Overview ===
   * **Industry**: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner)   * **Industry**: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner)
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   * Select the desired menu you wish to open \\ {{:masterdata:masterdata_3.jpg?200|}} {{:masterdata:masterdata_2.jpg?500|}}    * Select the desired menu you wish to open \\ {{:masterdata:masterdata_3.jpg?200|}} {{:masterdata:masterdata_2.jpg?500|}} 
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * Additional Filters:   * Additional Filters:
     * **Industry**: Use the Industry dropdown to filter master data by industry     * **Industry**: Use the Industry dropdown to filter master data by industry
     * **Product Type**: Filter product by product types (only available for **Product**)     * **Product Type**: Filter product by product types (only available for **Product**)
   * Data Table:   * Data Table:
-    * {{mdi>chevron-up?24}}: Expand master data to view more details. (available only in Mobile View) +    * {{mdi>chevron-up}}: Expand master data to view more details. (available only in Mobile View) 
-    * {{mdi>pencil?24}}: Modify master data details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify master data details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete master data (Mobile View: expand row to access)+    * {{mdi>delete}}: Delete master data (Mobile View: expand row to access)
     * Relevant fields associated with each master data entity     * Relevant fields associated with each master data entity
 \\ {{:masterdata:masterdata_4.jpg?500|}} \\ {{:masterdata:masterdata_4.jpg?500|}}
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 === Create On Demand === === Create On Demand ===
-  * Master data can be created on demand by selecting the {{mdi>plus?24}} icon located on the right side of each master data dropdown. \\ {{:masterdata:masterdata_5.jpg?300|}}+  * Master data can be created on demand by selecting the {{mdi>plus}} icon located on the right side of each master data dropdown. \\ {{:masterdata:masterdata_5.jpg?300|}}
   * For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks.   * For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks.
  
 === UOM Conversion === === UOM Conversion ===
 +\\ //Activate UOM Conversion add-on in the subscription plan to enable the SST feature.// 
   * Expand the Master Data menu   * Expand the Master Data menu
   * Select **UOM Conversion**   * Select **UOM Conversion**
   \\ {{:masterdata:masterdata_6.jpg?500|}}    \\ {{:masterdata:masterdata_6.jpg?500|}} 
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * Data Table:   * Data Table:
-    * {{mdi>chevron-up?24}}: Expand row data to view more details. (available only in Mobile View) +    * {{mdi>chevron-up}}: Expand row data to view more details. (available only in Mobile View) 
-    * {{mdi>pencil?24}}: Modify row data details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify row data details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete row data (Mobile View: expand row to access)+    * {{mdi>delete}}: Delete row data (Mobile View: expand row to access)
     * **Name**: Name of the UOM Conversion     * **Name**: Name of the UOM Conversion
     * **Alternate UOM 1**: Display the name and conversion factor of the first alternate UOM.     * **Alternate UOM 1**: Display the name and conversion factor of the first alternate UOM.
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 Continue reading [[initial_data|this]] for detailed guidelines on setting up initial data effectively Continue reading [[initial_data|this]] for detailed guidelines on setting up initial data effectively
 +
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • setup_master_data.1777097185.txt.gz
  • Last modified: 2026/04/25 06:06
  • by chillhubadmin